Retirement Income Solutions’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.13M Hold
20,218
0.88% 20
2026
Q1
$5.13M Sell
20,218
-312
-2% -$81.2K 0.88% 20
2025
Q4
$5.58M Sell
20,530
-785
-4% -$211K 0.95% 19
2025
Q3
$5.43M Buy
21,315
+270
+1% +$61K 0.93% 19
2025
Q2
$4.32M Sell
21,045
-269
-1% -$54.3K 0.79% 20
2025
Q1
$4.73M Sell
21,314
-130
-0.6% -$30.1K 0.99% 17
2024
Q4
$5.37M Buy
21,444
+941
+5% +$222K 1.08% 15
2024
Q3
$4.78M Sell
20,503
-638
-3% -$142K 1.09% 16
2024
Q2
$4.45M Buy
21,141
+1,272
+6% +$237K 1.08% 17
2024
Q1
$3.41M Buy
19,869
+907
+5% +$165K 0.77% 20
2023
Q4
$3.65M Sell
18,962
-99
-0.5% -$18.3K 0.91% 20
2023
Q3
$3.26M Buy
19,061
+55
+0.3% +$10.1K 0.91% 20
2023
Q2
$3.69M Buy
19,006
+1,239
+7% +$216K 0.99% 18
2023
Q1
$2.93M Buy
17,767
+1,433
+9% +$211K 0.85% 21
2022
Q4
$2.12M Sell
16,334
-201
-1% -$28.7K 0.67% 22
2022
Q3
$2.36M Sell
16,535
-462
-3% -$72.5K 0.85% 20
2022
Q2
$2.32M Sell
16,997
-163
-0.9% -$24.7K 0.83% 19
2022
Q1
$3M Buy
17,160
+129
+0.8% +$21.7K 0.83% 18
2021
Q4
$3.02M Sell
17,031
-234
-1% -$37K 0.81% 19
2021
Q3
$2.44M Sell
17,265
-114
-0.7% -$16.8K 0.82% 19
2021
Q2
$2.38M Sell
17,379
-819
-5% -$106K 0.81% 20
2021
Q1
$2.22M Buy
18,198
+1,265
+7% +$162K 0.77% 19
2020
Q4
$2.25M Sell
16,933
-359
-2% -$43.2K 0.81% 20
2020
Q3
$2M Buy
17,292
+332
+2% +$36.2K 0.89% 22
2020
Q2
$1.55M Sell
16,960
-2,740
-14% -$212K 0.65% 23
2020
Q1
$1.25M Sell
19,700
-40
-0.2% -$2.94K 0.7% 20
2019
Q4
$1.45M Sell
19,740
-1,868
-9% -$120K 0.6% 18
2019
Q3
$1.21M Buy
21,608
+3,664
+20% +$192K 0.65% 15
2019
Q2
$888K Buy
17,944
+324
+2% +$15.8K 0.47% 25
2019
Q1
$837K Buy
17,620
+2,224
+14% +$94.3K 0.48% 21
2018
Q4
$607K Sell
15,396
-124
-0.8% -$6.01K 0.39% 26
2018
Q3
$876K Buy
15,520
+740
+5% +$38.5K 0.49% 20
2018
Q2
$684K Buy
14,780
+160
+1% +$7.26K 0.42% 20
2018
Q1
$613K Sell
14,620
-9,560
-40% -$412K 0.37% 22
2017
Q4
$1.02M Buy
+24,180
New +$1.01M 0.6% 18

Other funds holding AAPL

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

Retirement Income Solutions held its Apple (AAPL) position steady in Q2 2026 at 20,218 shares worth $5.13M. The position accounts for 0.88% of the portfolio, ranked #20.

Retirement Income Solutions first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.58M in Q4 2025. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Retirement Income Solutions held 20,218 shares of Apple worth $5.13M as of Q2 2026.
  • Retirement Income Solutions left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.88% of Retirement Income Solutions's portfolio in Q2 2026, its #20 holding.
  • Retirement Income Solutions first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
  • Retirement Income Solutions's Apple position peaked at $5.58M in Q4 2025.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.