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NFP Retirement Inc’s Apple AAPL Stock Holding History

NFP Retirement Inc’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 		$8.25M Sell
32,515
-874
-3% -$227K 0.5% 42
2025
Q4 		$9.08M Sell
33,389
-30
-0.1% -$8.05K 0.55% 38
2025
Q3 		$8.51M Sell
33,419
-38,780
-54% -$8.76M 0.54% 40
2025
Q2 		$14.8M Buy
72,199
+313
+0.4% +$63.2K 0.98% 24
2025
Q1 		$16M Buy
71,886
+6
+0% +$1.39K 1.27% 16
2024
Q4 		$18M Buy
71,880
+31,872
+80% +$7.51M 1.42% 14
2024
Q3 		$9.32M Sell
40,008
-1,468
-4% -$328K 0.75% 27
2024
Q2 		$8.74M Sell
41,476
-67
-0.2% -$12.5K 0.73% 27
2024
Q1 		$7.12M Buy
41,543
+4,556
+12% +$828K 0.61% 32
2023
Q4 		$7.12M Buy
36,987
+682
+2% +$126K 1.21% 22
2023
Q3 		$6.22M Buy
36,305
+220
+0.6% +$40.3K 1.19% 22
2023
Q2 		$7M Buy
36,085
+372
+1% +$64.8K 1.31% 20
2023
Q1 		$5.89M Sell
35,713
-1,032
-3% -$152K 1.17% 21
2022
Q4 		$4.77M Buy
36,745
+3,998
+12% +$571K 1.05% 24
2022
Q3 		$4.53M Buy
32,747
+597
+2% +$93.7K 1.11% 28
2022
Q2 		$4.4M Sell
32,150
-71
-0.2% -$10.8K 1.11% 24
2022
Q1 		$5.63M Buy
32,221
+12,239
+61% +$2.06M 1.33% 21
2021
Q4 		$3.55M Sell
19,982
-42
-0.2% -$6.64K 1.27% 19
2021
Q3 		$2.83M Sell
20,024
-1,170
-6% -$172K 1.15% 21
2021
Q2 		$2.9M Sell
21,194
-404
-2% -$52.3K 1.12% 22
2021
Q1 		$2.64M Buy
21,598
+4,566
+27% +$586K 1.15% 24
2020
Q4 		$2.26M Buy
17,032
+93
+0.5% +$11.2K 1.4% 18
2020
Q3 		$1.96M Buy
16,939
+2,607
+18% +$284K 1.29% 19
2020
Q2 		$1.31M Sell
14,332
-36
-0.3% -$2.79K 0.96% 28
2020
Q1 		$913K Buy
14,368
+2,272
+19% +$167K 0.89% 30
2019
Q4 		$882K Buy
+12,096
New +$778K 0.82% 37

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

NFP Retirement Inc's AAPL Position: Q1 2026 in Review

NFP Retirement Inc reduced its Apple (AAPL) stake by 2.6% in Q1 2026, selling an estimated $227K and leaving 32,515 shares worth $8.25M. The position accounts for 0.5% of the portfolio, ranked #42.

NFP Retirement Inc first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $18M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • NFP Retirement Inc held 32,515 shares of Apple worth $8.25M as of Q1 2026.
  • NFP Retirement Inc sold 874 Apple shares in Q1 2026, an estimated $227K.
  • Apple made up 0.5% of NFP Retirement Inc's portfolio in Q1 2026, its #42 holding.
  • NFP Retirement Inc first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's Apple position peaked at $18M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.