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Retirement Financial Solutions’s Apple AAPL Stock Holding History

Retirement Financial Solutions’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
2025
Q1 		– Sell
-5,095
Closed -$1.28M – 38
2024
Q4 		$1.28M Sell
5,095
-65
-1% -$15.3K 0.69% 17
2024
Q3 		$1.2M Sell
5,160
-392
-7% -$87.5K 0.53% 21
2024
Q2 		$1.17M Buy
5,552
+141
+3% +$26.3K 0.55% 22
2024
Q1 		$928K Sell
5,411
-1,233
-19% -$224K 0.48% 23
2023
Q4 		$1.28M Buy
6,644
+741
+13% +$137K 0.72% 20
2023
Q3 		$1.01M Sell
5,903
-994
-14% -$182K 0.68% 18
2023
Q2 		$1.34M Buy
6,897
+1,985
+40% +$346K 0.92% 16
2023
Q1 		$810K Buy
4,912
+2,190
+80% +$323K 0.64% 17
2022
Q4 		$354K Buy
+2,722
New +$389K 0.3% 24

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Retirement Financial Solutions's AAPL Position: Q1 2025 in Review

Retirement Financial Solutions sold out of Apple (AAPL) in Q1 2025, closing a stake of 5,095 shares — an estimated $1.28M sold.

Retirement Financial Solutions first reported a position in AAPL in Q4 2022 and held it in 9 quarters. The position peaked at $1.34M in Q2 2023. 5,591 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Retirement Financial Solutions reported no remaining Apple position as of Q1 2025 after selling out during the quarter.
  • Retirement Financial Solutions sold 5,095 Apple shares in Q1 2025, an estimated $1.28M.
  • Retirement Financial Solutions first reported a position in Apple in Q4 2022 and held it in 9 quarters.
  • Retirement Financial Solutions's Apple position peaked at $1.34M in Q2 2023.
  • 5,591 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Retirement Financial Solutions's 13F filing for Q1 2025, filed 16 Apr 2025.