Retirement Capital Strategies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.92M | Sell |
27,249
-160
| -0.6% | -$41.6K | 2.61% | 14 |
|
|
2025
Q4 | $7.45M | Hold |
27,409
| – | – | 2.76% | 10 |
|
|
2025
Q3 | $6.98M | Sell |
27,409
-91
| -0.3% | -$20.6K | 2.68% | 10 |
|
|
2025
Q2 | $5.64M | Sell |
27,500
-502
| -2% | -$101K | 2.24% | 13 |
|
|
2025
Q1 | $6.22M | Sell |
28,002
-56
| -0.2% | -$13K | 2.43% | 13 |
|
|
2024
Q4 | $7.03M | Sell |
28,058
-1,024
| -4% | -$241K | 2.66% | 11 |
|
|
2024
Q3 | $6.78M | Sell |
29,082
-308
| -1% | -$68.8K | 2.65% | 9 |
|
|
2024
Q2 | $6.19M | Sell |
29,390
-217
| -0.7% | -$40.5K | 2.48% | 8 |
|
|
2024
Q1 | $5.08M | Buy |
29,607
+7
| +0% | +$1.27K | 2.08% | 12 |
|
|
2023
Q4 | $5.7M | Buy |
29,600
+45
| +0.2% | +$8.31K | 2.47% | 11 |
|
|
2023
Q3 | $5.06M | Sell |
29,555
-363
| -1% | -$66.6K | 2.37% | 12 |
|
|
2023
Q2 | $5.8M | Buy |
29,918
+38
| +0.1% | +$6.62K | 2.67% | 12 |
|
|
2023
Q1 | $4.93M | Sell |
29,880
-128
| -0.4% | -$18.9K | 2.39% | 11 |
|
|
2022
Q4 | $3.9M | Sell |
30,008
-4,098
| -12% | -$586K | 1.91% | 14 |
|
|
2022
Q3 | $4.71M | Sell |
34,106
-27,918
| -45% | -$4.38M | 2.16% | 13 |
|
|
2022
Q2 | $8.48M | Buy |
62,024
+614
| +1% | +$93K | 3.8% | 13 |
|
|
2022
Q1 | $10.3M | Buy |
61,410
+24,780
| +68% | +$4.17M | 4.13% | 7 |
|
|
2021
Q4 | $6.5M | Buy |
36,630
+366
| +1% | +$57.8K | 2.39% | 12 |
|
|
2021
Q3 | $5.13M | Sell |
36,264
-217
| -0.6% | -$31.9K | 1.97% | 14 |
|
|
2021
Q2 | $5M | Sell |
36,481
-135
| -0.4% | -$17.5K | 1.9% | 18 |
|
|
2021
Q1 | $4.47M | Sell |
36,616
-36,748
| -50% | -$4.72M | 1.76% | 19 |
|
|
2020
Q4 | $9.73M | Buy |
73,364
+2,216
| +3% | +$267K | 3.95% | 7 |
|
|
2020
Q3 | $7.75M | Buy |
71,148
+2,328
| +3% | +$254K | 3.58% | 8 |
|
|
2020
Q2 | $6.28M | Sell |
68,820
-560
| -0.8% | -$43.4K | 2.98% | 10 |
|
|
2020
Q1 | $4.41M | Buy |
69,380
+33,820
| +95% | +$2.49M | 2.41% | 14 |
|
|
2019
Q4 | $2.61M | Buy |
35,560
+800
| +2% | +$51.5K | 1.24% | 17 |
|
|
2019
Q3 | $1.95M | Sell |
34,760
-1,116
| -3% | -$58.3K | 0.98% | 17 |
|
|
2019
Q2 | $1.78M | Sell |
35,876
-540
| -1% | -$26.3K | 0.89% | 19 |
|
|
2019
Q1 | $1.73M | Buy |
36,416
+1,268
| +4% | +$53.8K | 0.87% | 19 |
|
|
2018
Q4 | $1.39M | Hold |
35,148
| – | – | 0.78% | 20 |
|
|
2018
Q3 | $1.98M | Buy |
35,148
+1,484
| +4% | +$77.3K | 0.98% | 10 |
|
|
2018
Q2 | $1.56M | Buy |
33,664
+400
| +1% | +$18.1K | 0.82% | 9 |
|
|
2018
Q1 | $1.4M | Hold |
33,264
| – | – | 0.73% | 10 |
|
|
2017
Q4 | $1.41M | Buy |
+33,264
| New | +$1.39M | 0.73% | 10 |
|
|
2016
Q2 | – | Sell |
-13,640
| Closed | -$372K | – | 15 |
|
|
2016
Q1 | $372K | Buy |
+13,640
| New | +$340K | 0.22% | 14 |
|
Other funds holding AAPL
VCM
VPM
Retirement Capital Strategies's AAPL Position: Q1 2026 in Review
Retirement Capital Strategies reduced its Apple (AAPL) stake by 0.58% in Q1 2026, selling an estimated $41.6K and leaving 27,249 shares worth $6.92M. The position accounts for 2.61% of the portfolio, ranked #14.
Retirement Capital Strategies first reported a position in AAPL in Q1 2016 and has held it in 35 quarters since. The position peaked at $10.3M in Q1 2022. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Retirement Capital Strategies held 27,249 shares of Apple worth $6.92M as of Q1 2026.
- Retirement Capital Strategies sold 160 Apple shares in Q1 2026, an estimated $41.6K.
- Apple made up 2.61% of Retirement Capital Strategies's portfolio in Q1 2026, its #14 holding.
- Retirement Capital Strategies first reported a position in Apple in Q1 2016 and has held it in 35 quarters since.
- Retirement Capital Strategies's Apple position peaked at $10.3M in Q1 2022.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.