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Prepared Retirement Institute’s Apple AAPL Stock Holding History

Prepared Retirement Institute’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 		$1.84M Sell
6,343
-1
-0% -$286 0.78% 24
2026
Q1 		$1.61M Sell
6,344
-186
-3% -$48.4K 0.8% 24
2025
Q4 		$1.78M Sell
6,530
-3
-0% -$805 0.89% 21
2025
Q3 		$1.66M Buy
6,533
+26
+0.4% +$5.87K 0.87% 21
2025
Q2 		$1.34M Buy
6,507
+514
+9% +$104K 0.79% 22
2025
Q1 		$1.33M Buy
5,993
+325
+6% +$75.3K 0.85% 23
2024
Q4 		$1.42M Sell
5,668
-1,479
-21% -$349K 0.81% 21
2024
Q3 		$1.67M Sell
7,147
-43
-0.6% -$9.6K 1.01% 18
2024
Q2 		$1.51M Buy
7,190
+693
+11% +$129K 1% 17
2024
Q1 		$1.11M Sell
6,497
-239
-4% -$43.5K 0.83% 19
2023
Q4 		$1.3M Buy
+6,736
New +$1.24M 0.97% 17

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

Prepared Retirement Institute's AAPL Position: Q2 2026 in Review

Prepared Retirement Institute reduced its Apple (AAPL) stake by 0.02% in Q2 2026, selling an estimated $286 and leaving 6,343 shares worth $1.84M. The position accounts for 0.78% of the portfolio, ranked #24.

Prepared Retirement Institute first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Prepared Retirement Institute held 6,343 shares of Apple worth $1.84M as of Q2 2026.
  • Prepared Retirement Institute sold 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 0.78% of Prepared Retirement Institute's portfolio in Q2 2026, its #24 holding.
  • Prepared Retirement Institute first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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