GRP
AAPL icon

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
2018
Q4 		– Sell
-1,200
Closed -$2K – 1446
2018
Q3 		$2K Buy
+1,200
New +$62.5K ﹤0.01% 1375

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.