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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
2026
Q2 		$212K Buy
+732
New +$209K 0.05% 50
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

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

Retirement Financial Solutions's AAPL Position: Q2 2026 in Review

Retirement Financial Solutions opened a new position in Apple (AAPL) in Q2 2026: 732 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #50 among its holdings. This is a return to the name: Retirement Financial Solutions previously reported a position in AAPL as recently as Q4 2024.

Retirement Financial Solutions first reported a position in AAPL in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.34M in Q2 2023. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Retirement Financial Solutions held 732 shares of Apple worth $212K as of Q2 2026.
  • Apple was a new Retirement Financial Solutions position in Q2 2026.
  • Apple made up 0.05% of Retirement Financial Solutions's portfolio in Q2 2026, its #50 holding.
  • Retirement Financial Solutions first reported a position in Apple in Q4 2022 and has held it in 10 quarters since.
  • Retirement Financial Solutions's Apple position peaked at $1.34M in Q2 2023.
  • 6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.