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Optimist Retirement Group’s Apple AAPL Stock Holding History

Optimist Retirement Group’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 		$201K Hold
793
– – 0.09% 111
2025
Q4 		$216K Buy
+793
New +$213K 0.1% 107
2025
Q1 		– Sell
-5,540
Closed -$1.39M – 118
2024
Q4 		$1.39M Buy
5,540
+5
+0.1% +$1.18K 0.66% 37
2024
Q3 		$1.29M Buy
+5,535
New +$1.24M 0.58% 45

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

Optimist Retirement Group's AAPL Position: Q1 2026 in Review

Optimist Retirement Group held its Apple (AAPL) position steady in Q1 2026 at 793 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #111.

Optimist Retirement Group first reported a position in AAPL in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.39M in Q4 2024. 6,083 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Optimist Retirement Group held 793 shares of Apple worth $201K as of Q1 2026.
  • Optimist Retirement Group left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.09% of Optimist Retirement Group's portfolio in Q1 2026, its #111 holding.
  • Optimist Retirement Group first reported a position in Apple in Q3 2024 and has held it in 4 quarters since.
  • Optimist Retirement Group's Apple position peaked at $1.39M in Q4 2024.
  • 6,083 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.