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Journey Retirement Planning & Investment Management’s Apple AAPL Stock Holding History

Journey Retirement Planning & Investment Management’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 		$1.96M Buy
6,782
+1,450
+27% +$415K 1.53% 12
2026
Q1 		$1.35M Sell
5,332
-11,980
-69% -$3.12M 1.19% 15
2025
Q4 		$4.71M Buy
+17,312
New +$4.65M 0.97% 18

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Journey Retirement Planning & Investment Management's AAPL Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Apple (AAPL) stake by 27% in Q2 2026, buying an estimated $415K and bringing the position to 6,782 shares worth $1.96M. The position accounts for 1.53% of the portfolio, ranked #12.

Journey Retirement Planning & Investment Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.71M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 6,782 shares of Apple worth $1.96M as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 1,450 Apple shares in Q2 2026, an estimated $415K.
  • Apple made up 1.53% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #12 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Apple position peaked at $4.71M in Q4 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.