Valtinson Bruner Financial Planning LLC / AAPL
Valtinson Bruner Financial Planning LLC’s Apple Inc Position
Does Valtinson Bruner Financial Planning LLC own Apple Inc (AAPL)? Yes — 18.9K shares worth $5M (+1.32% of its 13F portfolio) as of Q1 2026, up from 17.9K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
18.9K
% of Portfolio
+1.32%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 18.9K | $5M | +1.32% |
| Q4 2025 | 17.9K | $5M | +1.40% |
| Q3 2025 | 17.7K | $5M | +1.34% |
| Q2 2025 | 17.7K | $4M | +1.14% |
| Q1 2025 | 15.2K | $3M | +1.15% |
| Q4 2024 | 15.4K | $4M | +1.35% |
| Q3 2024 | 15.3K | $4M | +1.25% |
| Q2 2024 | 28.8K | $6M | +2.41% |
| Q1 2024 | 12.5K | $2M | +0.91% |
| Q4 2023 | 12.9K | $2M | +1.28% |
| Q3 2023 | 12.8K | $2M | +1.20% |
| Q2 2023 | 12.9K | $2M | +1.35% |
| Q1 2023 | 12.5K | $2M | +1.17% |
| Q4 2022 | 12.4K | $2M | +0.97% |
| Q3 2022 | 12.4K | $2M | +1.06% |
| Q2 2022 | 12.4K | $2M | +1.04% |
| Q1 2022 | 12.4K | $2M | +1.17% |
| Q4 2021 | 12.4K | $2M | +1.20% |
| Q3 2021 | 12.3K | $2M | +1.01% |
| Q2 2021 | 12.3K | $2M | +1.03% |
| Q1 2021 | 12.4K | $2M | +0.98% |
| Q4 2020 | 12.5K | $2M | +1.03% |
| Q3 2020 | 11.1K | $1M | +0.84% |
| Q2 2020 | 3.3K | $1M | +1.04% |
| Q1 2020 | 3.2K | $932,000 | +0.75% |
| Q4 2019 | 3.8K | $1M | +0.82% |
| Q3 2019 | 3.9K | $918,000 | +0.75% |
| Q2 2019 | 3.9K | $779,000 | +0.66% |
| Q1 2019 | 4.1K | $776,000 | +0.68% |
| Q4 2018 | 4.0K | $625,000 | +0.65% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valtinson Bruner Financial Planning LLC’s full portfolio or all institutional holders of AAPL.