Global Retirement Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $155M | Buy |
568,591
+95,819
| +20% | +$25.7M | 2.74% | 2 |
|
|
2025
Q3 | $120M | Buy |
472,772
+20,495
| +5% | +$4.63M | 2.69% | 3 |
|
|
2025
Q2 | $92.8M | Buy |
+452,277
| New | +$91.3M | 2.3% | 3 |
|
|
2024
Q4 | $104M | Buy |
415,602
+21,778
| +6% | +$5.13M | 2.98% | 3 |
|
|
2024
Q3 | $91.8M | Sell |
393,824
-7,272
| -2% | -$1.62M | 2.77% | 3 |
|
|
2024
Q2 | $84.5M | Buy |
401,096
+79,887
| +25% | +$14.9M | 2.65% | 3 |
|
|
2024
Q1 | $55.1M | Sell |
321,209
-27,225
| -8% | -$4.95M | 2.05% | 5 |
|
|
2023
Q4 | $64M | Buy |
348,434
+18,535
| +6% | +$3.42M | 2.68% | 3 |
|
|
2023
Q3 | $57.3M | Buy |
329,899
+6,684
| +2% | +$1.23M | 2.89% | 3 |
|
|
2023
Q2 | $62.7M | Sell |
323,215
-7,861
| -2% | -$1.37M | 3.06% | 2 |
|
|
2023
Q1 | $55.4M | Buy |
331,076
+49,614
| +18% | +$7.32M | 2.94% | 3 |
|
|
2022
Q4 | $36.6M | Buy |
281,462
+33,567
| +14% | +$4.8M | 2.51% | 3 |
|
|
2022
Q3 | $38M | Buy |
247,895
+11,606
| +5% | +$1.82M | 2.88% | 2 |
|
|
2022
Q2 | $32.3M | Buy |
236,289
+13,124
| +6% | +$1.99M | 2.59% | 3 |
|
|
2022
Q1 | $31.3M | Buy |
+223,165
| New | +$37.5M | 2.46% | 3 |
|
|
2021
Q4 | – | Sell |
-171,082
| Closed | -$24.2M | – | 255 |
|
|
2021
Q3 | $24.2M | Buy |
171,082
+2,419
| +1% | +$356K | 2.39% | 3 |
|
|
2021
Q2 | $23.1M | Buy |
168,663
+3,945
| +2% | +$511K | 2.37% | 3 |
|
|
2021
Q1 | $20.1M | Buy |
164,718
+9,200
| +6% | +$1.18M | 2.36% | 4 |
|
|
2020
Q4 | $20.6M | Buy |
155,518
+9,827
| +7% | +$1.18M | 2.59% | 3 |
|
|
2020
Q3 | $16.9M | Buy |
145,691
+6,499
| +5% | +$709K | 2.47% | 2 |
|
|
2020
Q2 | $12.7M | Buy |
139,192
+11,888
| +9% | +$921K | 2.03% | 5 |
|
|
2020
Q1 | $8.09M | Buy |
127,304
+11,832
| +10% | +$870K | 1.53% | 10 |
|
|
2019
Q4 | $8.48M | Buy |
115,472
+14,312
| +14% | +$921K | 1.3% | 13 |
|
|
2019
Q3 | $5.66M | Sell |
101,160
-11,272
| -10% | -$589K | 0.93% | 20 |
|
|
2019
Q2 | $5.56M | Buy |
112,432
+9,940
| +10% | +$484K | 1.07% | 16 |
|
|
2019
Q1 | $4.87M | Sell |
102,492
-3,704
| -3% | -$157K | 1.18% | 13 |
|
|
2018
Q4 | $4.19M | Sell |
106,196
-18,748
| -15% | -$909K | 1.07% | 16 |
|
|
2018
Q3 | $7.05M | Sell |
124,944
-4,920
| -4% | -$256K | 1.59% | 8 |
|
|
2018
Q2 | $6.01M | Buy |
129,864
+6,856
| +6% | +$311K | 1.52% | 8 |
|
|
2018
Q1 | $5.16M | Buy |
123,008
+31,000
| +34% | +$1.33M | 1.42% | 7 |
|
|
2017
Q4 | $3.89M | Buy |
92,008
+8,252
| +10% | +$345K | 1.07% | 11 |
|
|
2017
Q3 | $3.23M | Buy |
83,756
+10,428
| +14% | +$405K | 1.33% | 9 |
|
|
2017
Q2 | $2.64M | Buy |
73,328
+7,232
| +11% | +$267K | 1.24% | 9 |
|
|
2017
Q1 | $2.37M | Buy |
66,096
+3,680
| +6% | +$121K | 1.33% | 9 |
|
|
2016
Q4 | $1.81M | Buy |
+62,416
| New | +$1.77M | 1.21% | 12 |
|
Other funds holding AAPL
Global Retirement Partners's AAPL Position: Q4 2025 in Review
Global Retirement Partners increased its Apple (AAPL) stake by 20% in Q4 2025, buying an estimated $25.7M and bringing the position to 568,591 shares worth $155M. The position accounts for 2.74% of the portfolio, ranked #2.
Global Retirement Partners first reported a position in AAPL in Q4 2016 and has held it in 35 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.
- Global Retirement Partners held 568,591 shares of Apple worth $155M as of Q4 2025.
- Global Retirement Partners bought 95,819 Apple shares in Q4 2025, an estimated $25.7M.
- Apple made up 2.74% of Global Retirement Partners's portfolio in Q4 2025, its #2 holding.
- Global Retirement Partners first reported a position in Apple in Q4 2016 and has held it in 35 quarters since.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.