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Global Retirement Partners’s Apple AAPL Stock Holding History

Global Retirement Partners’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
2023
Q3 		– Sell
-1,000
Closed -$96.7K – 3246
2023
Q2 		$96.7K Hold
1,000
– – ﹤0.01% 967
2023
Q1 		$71.2K Sell
1,000
-1,500
-60% -$221K ﹤0.01% 1069
2022
Q4 		$46.7K Buy
2,500
+1,000
+67% +$143K ﹤0.01% 1120
2022
Q3 		$40K Hold
1,500
– – ﹤0.01% 1106
2022
Q2 		$28K Hold
1,500
– – ﹤0.01% 1213
2022
Q1 		$34K Buy
+1,500
New +$252K ﹤0.01% 1147

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

Global Retirement Partners's AAPL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Apple (AAPL) in Q2 2026: 580,699 shares worth $168M. The stake represents 2.57% of the portfolio and ranks #2 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AAPL as recently as Q4 2025.

Global Retirement Partners first reported a position in AAPL in Q4 2016 and has held it in 36 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Global Retirement Partners held 580,699 shares of Apple worth $168M as of Q2 2026.
  • Apple was a new Global Retirement Partners position in Q2 2026.
  • Apple made up 2.57% of Global Retirement Partners's portfolio in Q2 2026, its #2 holding.
  • Global Retirement Partners first reported a position in Apple in Q4 2016 and has held it in 36 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.