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Peak Retirement Planning’s Apple AAPL Stock Holding History

Peak Retirement Planning’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 		$5.3M Buy
18,319
+3,670
+25% +$1.05M 0.84% 24
2026
Q1 		$3.72M Buy
14,649
+776
+6% +$202K 0.74% 30
2025
Q4 		$3.77M Buy
13,873
+747
+6% +$201K 0.88% 23
2025
Q3 		$3.34M Buy
13,126
+617
+5% +$139K 0.94% 18
2025
Q2 		$2.57M Buy
12,509
+1,546
+14% +$312K 1.04% 18
2025
Q1 		$2.44M Buy
10,963
+487
+5% +$113K 1.35% 17
2024
Q4 		$2.62M Buy
+10,476
New +$2.47M 1.77% 16

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Peak Retirement Planning's AAPL Position: Q2 2026 in Review

Peak Retirement Planning increased its Apple (AAPL) stake by 25% in Q2 2026, buying an estimated $1.05M and bringing the position to 18,319 shares worth $5.3M. The position accounts for 0.84% of the portfolio, ranked #24.

Peak Retirement Planning first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,079 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Peak Retirement Planning held 18,319 shares of Apple worth $5.3M as of Q2 2026.
  • Peak Retirement Planning bought 3,670 Apple shares in Q2 2026, an estimated $1.05M.
  • Apple made up 0.84% of Peak Retirement Planning's portfolio in Q2 2026, its #24 holding.
  • Peak Retirement Planning first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,079 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.