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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
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

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 Guys Formula's AAPL Position: Q2 2026 in Review

Retirement Guys Formula increased its Apple (AAPL) stake by 3.4% in Q2 2026, buying an estimated $175K and bringing the position to 18,818 shares worth $5.45M. The position accounts for 2.05% of the portfolio, ranked #5.

Retirement Guys Formula first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Retirement Guys Formula held 18,818 shares of Apple worth $5.45M as of Q2 2026.
  • Retirement Guys Formula bought 612 Apple shares in Q2 2026, an estimated $175K.
  • Apple made up 2.05% of Retirement Guys Formula's portfolio in Q2 2026, its #5 holding.
  • Retirement Guys Formula first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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