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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
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 $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

Prepared Retirement Institute's AAPL Position: Q1 2026 in Review

Prepared Retirement Institute reduced its Apple (AAPL) stake by 2.8% in Q1 2026, selling an estimated $48.4K and leaving 6,344 shares worth $1.61M. The position accounts for 0.8% of the portfolio, ranked #24.

Prepared Retirement Institute first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.78M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Prepared Retirement Institute held 6,344 shares of Apple worth $1.61M as of Q1 2026.
  • Prepared Retirement Institute sold 186 Apple shares in Q1 2026, an estimated $48.4K.
  • Apple made up 0.8% of Prepared Retirement Institute's portfolio in Q1 2026, its #24 holding.
  • Prepared Retirement Institute first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Prepared Retirement Institute's Apple position peaked at $1.78M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.