Main Line Retirement Advisors’s Apple AAPL Stock Holding History

Main Line Retirement Advisors’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 Q1	$861K	Buy	3,393 +129	+4%	+$33.6K	0.43%	24
2025 Q4	$887K	Buy	3,264 +1	+0%	+$268	0.45%	24
2025 Q3	$831K	Buy	3,263 +2	+0.1%	+$452	0.43%	24
2025 Q2	$669K	Sell	3,261 -34	-1%	-$6.87K	0.38%	24
2025 Q1	$732K	Buy	3,295 +2	+0.1%	+$463	0.48%	22
2024 Q4	$825K	Buy	3,293 +56	+2%	+$13.2K	0.54%	22
2024 Q3	$754K	Buy	3,237 +87	+3%	+$19.4K	0.52%	19
2024 Q2	$664K	Sell	3,150 -2,043	-39%	-$381K	0.51%	20
2024 Q1	$891K	Buy	5,193 +1,832	+55%	+$333K	0.7%	19
2023 Q4	$647K	Buy	+3,361	New	+$621K	0.56%	20
2023 Q2	$607K	Buy	+3,132	New	+$546K	0.57%	19

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Main Line Retirement Advisors's AAPL Position: Q1 2026 in Review

Main Line Retirement Advisors increased its Apple (AAPL) stake by 4% in Q1 2026, buying an estimated $33.6K and bringing the position to 3,393 shares worth $861K. The position accounts for 0.43% of the portfolio, ranked #24.

Main Line Retirement Advisors first reported a position in AAPL in Q2 2023 and has held it in 11 quarters since. The position peaked at $891K in Q1 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Main Line Retirement Advisors held 3,393 shares of Apple worth $861K as of Q1 2026.
Main Line Retirement Advisors bought 129 Apple shares in Q1 2026, an estimated $33.6K.
Apple made up 0.43% of Main Line Retirement Advisors's portfolio in Q1 2026, its #24 holding.
Main Line Retirement Advisors first reported a position in Apple in Q2 2023 and has held it in 11 quarters since.
Main Line Retirement Advisors's Apple position peaked at $891K in Q1 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Main Line Retirement Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.