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Commonwealth Retirement Investments’s Apple AAPL Stock Holding History

Commonwealth Retirement Investments’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
Q1 		$3.08M Sell
12,118
-186
-2% -$48.4K 0.95% 32
2025
Q4 		$3.35M Hold
12,304
– – 1.08% 28
2025
Q3 		$3.13M Hold
12,304
– – 1.07% 25
2025
Q2 		$2.52M Buy
12,304
+6
+0% +$1.21K 0.96% 35
2025
Q1 		$2.73M Buy
12,298
+437
+4% +$101K 1.11% 29
2024
Q4 		$2.97M Buy
11,861
+340
+3% +$80.1K 1.22% 23
2024
Q3 		$2.68M Buy
11,521
+1,592
+16% +$356K 1.13% 28
2024
Q2 		$2.09M Buy
9,929
+496
+5% +$92.5K 0.96% 32
2024
Q1 		$1.62M Buy
9,433
+222
+2% +$40.4K 0.77% 38
2023
Q4 		$1.77M Buy
9,211
+1,696
+23% +$313K 0.94% 32
2023
Q3 		$1.29M Sell
7,515
-1,106
-13% -$203K 0.74% 36
2023
Q2 		$1.67M Buy
8,621
+1,055
+14% +$184K 0.93% 34
2023
Q1 		$1.25M Sell
7,566
-65
-0.9% -$9.59K 0.74% 36
2022
Q4 		$992K Buy
+7,631
New +$1.09M 0.6% 40

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Commonwealth Retirement Investments's AAPL Position: Q1 2026 in Review

Commonwealth Retirement Investments reduced its Apple (AAPL) stake by 1.5% in Q1 2026, selling an estimated $48.4K and leaving 12,118 shares worth $3.08M. The position accounts for 0.95% of the portfolio, ranked #32.

Commonwealth Retirement Investments first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.35M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Commonwealth Retirement Investments held 12,118 shares of Apple worth $3.08M as of Q1 2026.
  • Commonwealth Retirement Investments sold 186 Apple shares in Q1 2026, an estimated $48.4K.
  • Apple made up 0.95% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #32 holding.
  • Commonwealth Retirement Investments first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Commonwealth Retirement Investments's Apple position peaked at $3.35M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.