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Cupertino Today
By the People, for the People
Financial Planning Hawaii Inc. Acquires $17.4M Stake in Apple
The investment firm now holds over 64,000 shares of the tech giant's stock.
Apr. 11, 2026 at 7:27am
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A new multi-million dollar investment in Apple by a major Hawaii-based firm signals ongoing institutional confidence in the tech giant's long-term growth.Cupertino TodayFinancial Planning Hawaii Inc. acquired a new stake of 64,047 shares in Apple Inc. (NASDAQ:AAPL) during the fourth quarter, according to a recent 13F filing with the SEC. The new position is valued at approximately $17.4 million and makes Apple the largest holding in the firm's investment portfolio at 10% of total assets.
Why it matters
This significant new investment in Apple by Financial Planning Hawaii Inc. signals continued institutional confidence in the tech company's long-term growth prospects, even as broader market volatility has impacted some of Apple's share price in recent quarters.
The details
The 64,047 shares acquired by Financial Planning Hawaii Inc. represent a new stake in the company. The firm did not previously hold any Apple stock, according to the filing. The purchase makes Apple the largest holding in Financial Planning Hawaii Inc.'s investment portfolio, accounting for 10% of total assets.
- The shares were acquired during the fourth quarter of 2025.
- The 13F filing disclosing the new position was submitted on April 11, 2026.
The players
Financial Planning Hawaii Inc.
An institutional investment firm based in Hawaii that has acquired a new $17.4 million stake in Apple Inc.
Apple Inc.
A multinational technology company headquartered in Cupertino, California that designs, develops and sells consumer electronics, software and services.
The takeaway
This significant new investment in Apple by Financial Planning Hawaii Inc. underscores the continued institutional confidence in the tech company's long-term growth potential, even as broader market volatility has impacted its share price in recent quarters.
