Wealthplan Partners, LLC / AAPL
Wealthplan Partners, LLC’s Apple Inc Position
Does Wealthplan Partners, LLC own Apple Inc (AAPL)? Yes — 156.4K shares worth $40M (+7.67% of its 13F portfolio) as of Q1 2026, down from 193.7K shares the prior filed quarter.
Position Value
$40M
Q1 2026
Shares
156.4K
% of Portfolio
+7.67%
Quarters Held
26
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 156.4K | $40M | +7.67% |
| Q4 2025 | 193.7K | $53M | +7.87% |
| Q3 2025 | 197.4K | $50M | +7.53% |
| Q2 2025 | 198.5K | $41M | +6.56% |
| Q1 2025 | 213.9K | $48M | +6.70% |
| Q4 2024 | 214.7K | $54M | +7.63% |
| Q3 2024 | 234.4K | $55M | +7.33% |
| Q2 2024 | 316.6K | $67M | +7.16% |
| Q1 2024 | 319.0K | $55M | +5.66% |
| Q4 2023 | 336.7K | $65M | +6.66% |
| Q3 2023 | 335.8K | $57M | +6.68% |
| Q2 2023 | 272.1K | $53M | +7.47% |
| Q1 2023 | 341.7K | $56M | +6.41% |
| Q4 2022 | 622.6K | $95M | +6.66% |
| Q1 2022 | 603.3K | $95M | +6.60% |
| Q4 2021 | 609.6K | $107M | +7.02% |
| Q2 2021 | 603.8K | $88M | +6.20% |
| Q1 2021 | 595.2K | $76M | +5.91% |
| Q4 2020 | 599.7K | $82M | +7.00% |
| Q2 2020 | 151.5K | $70M | +7.22% |
| Q1 2020 | 151.7K | $47M | +6.09% |
| Q4 2019 | 145.3K | $48M | +5.61% |
| Q3 2019 | 153.6K | $41M | +5.55% |
| Q2 2019 | 149.6K | $31M | +4.70% |
| Q1 2019 | 154.5K | $30M | +4.61% |
| Q4 2018 | 153.0K | $26M | +4.19% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthplan Partners, LLC’s full portfolio or all institutional holders of AAPL.