Retirement Guys Formula
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Retirement Guys Formula’s Apple AAPL Stock Holding History

Retirement Guys Formula’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
Q3 		$6.23M Sell
18,719
-99
-0.5% -$31.8K 2.31% 5
2026
Q2 		$5.45M Buy
18,818
+612
+3% +$175K 2.05% 5
2026
Q1 		$4.62M Buy
18,206
+274
+2% +$71.3K 2.12% 4
2025
Q4 		$4.88M Sell
17,932
-1,035
-5% -$278K 2.22% 5
2025
Q3 		$4.83M Sell
18,967
-3,318
-15% -$750K 1.7% 10
2025
Q2 		$4.57M Buy
22,285
+543
+2% +$110K 1.74% 11
2025
Q1 		$4.83M Buy
21,742
+980
+5% +$227K 2.4% 6
2024
Q4 		$5.2M Sell
20,762
-1,068
-5% -$252K 2.62% 6
2024
Q3 		$5.09M Sell
21,830
-1,186
-5% -$265K 2.37% 7
2024
Q2 		$4.85M Sell
23,016
-3,119
-12% -$582K 2.32% 8
2024
Q1 		$4.48M Buy
26,135
+5,319
+26% +$967K 2.19% 9
2023
Q4 		$4.01M Buy
20,816
+696
+3% +$129K 2.15% 9
2023
Q3 		$3.44M Buy
20,120
+6,308
+46% +$1.16M 2.4% 7
2023
Q2 		$2.68M Sell
13,812
-833
-6% -$145K 1.55% 16
2023
Q1 		$2.41M Buy
14,645
+476
+3% +$70.2K 1.73% 15
2022
Q4 		$1.84M Buy
14,169
+976
+7% +$139K 1.51% 18
2022
Q3 		$1.82M Sell
13,193
-105
-0.8% -$16.5K 1.92% 12
2022
Q2 		$1.82M Buy
13,298
+526
+4% +$79.7K 1.87% 12
2022
Q1 		$2.23M Buy
12,772
+825
+7% +$139K 1.49% 14
2021
Q4 		$2.12M Buy
+11,947
New +$1.89M 1.68% 14

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Retirement Guys Formula's AAPL Position: Q3 2026 in Review

Retirement Guys Formula reduced its Apple (AAPL) stake by 0.53% in Q3 2026, selling an estimated $31.8K and leaving 18,719 shares worth $6.23M. The position accounts for 2.31% of the portfolio, ranked #5.

Retirement Guys Formula first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 2,308 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Retirement Guys Formula held 18,719 shares of Apple worth $6.23M as of Q3 2026.
  • Retirement Guys Formula sold 99 Apple shares in Q3 2026, an estimated $31.8K.
  • Apple made up 2.31% of Retirement Guys Formula's portfolio in Q3 2026, its #5 holding.
  • Retirement Guys Formula first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 2,308 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.