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Approach Retirement Advisors’s Apple AAPL Stock Holding History

Approach Retirement Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395K Buy
1,366
+68
+5% +$19.4K 0.29% 56
2026
Q1 		$329K Buy
1,298
+73
+6% +$19K 0.27% 62
2025
Q4 		$333K Buy
+1,225
New +$329K 0.29% 62

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Approach Retirement Advisors's AAPL Position: Q2 2026 in Review

Approach Retirement Advisors increased its Apple (AAPL) stake by 5.2% in Q2 2026, buying an estimated $19.4K and bringing the position to 1,366 shares worth $395K. The position accounts for 0.29% of the portfolio, ranked #56.

Approach Retirement Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 3,727 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Approach Retirement Advisors held 1,366 shares of Apple worth $395K as of Q2 2026.
  • Approach Retirement Advisors bought 68 Apple shares in Q2 2026, an estimated $19.4K.
  • Apple made up 0.29% of Approach Retirement Advisors's portfolio in Q2 2026, its #56 holding.
  • Approach Retirement Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 3,727 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.