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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
Q2 		$3.51M Buy
12,119
+1
+0% +$286 0.95% 33
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Commonwealth Retirement Investments's AAPL Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its Apple (AAPL) stake by 0.01% in Q2 2026, buying an estimated $286 and bringing the position to 12,119 shares worth $3.51M. The position accounts for 0.95% of the portfolio, ranked #33.

Commonwealth Retirement Investments first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Commonwealth Retirement Investments held 12,119 shares of Apple worth $3.51M as of Q2 2026.
  • Commonwealth Retirement Investments bought 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 0.95% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #33 holding.
  • Commonwealth Retirement Investments first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.