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Retirement Investment Advisors’s Apple AAPL Stock Holding History

Retirement Investment Advisors’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 		$2.13M Buy
6,698
+232
+4% +$66.4K 0.15% 20
2026
Q1 		$1.76M Hold
6,466
– – 0.14% 21
2025
Q4 		$1.76M Buy
+6,466
New +$1.74M 0.14% 21
2025
Q3 		– Sell
-5,869
Closed -$1.2M – 64
2025
Q2 		$1.2M Sell
5,869
-511
-8% -$103K 0.11% 27
2025
Q1 		$1.42M Sell
6,380
-36
-0.6% -$8.34K 0.14% 23
2024
Q4 		$1.61M Buy
6,416
+39
+0.6% +$9.19K 0.17% 21
2024
Q3 		$1.49M Sell
6,377
-22
-0.3% -$4.91K 0.16% 22
2024
Q2 		$1.35M Buy
+6,399
New +$1.19M 0.16% 22
2023
Q4 		$1.76M Buy
+9,126
New +$1.69M 0.25% 20
2023
Q3 		– Sell
-17,360
Closed -$3.37M – 59
2023
Q2 		$3.37M Buy
17,360
+12
+0.1% +$2.09K 0.4% 20
2023
Q1 		$2.86M Buy
17,348
+7,968
+85% +$1.18M 0.51% 20
2022
Q4 		$1.22M Buy
+9,380
New +$1.34M 0.79% 22

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 Investment Advisors's AAPL Position: Q2 2026 in Review

Retirement Investment Advisors increased its Apple (AAPL) stake by 3.6% in Q2 2026, buying an estimated $66.4K and bringing the position to 6,698 shares worth $2.13M. The position accounts for 0.15% of the portfolio, ranked #20.

Retirement Investment Advisors first reported a position in AAPL in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.37M in Q2 2023. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Retirement Investment Advisors held 6,698 shares of Apple worth $2.13M as of Q2 2026.
  • Retirement Investment Advisors bought 232 Apple shares in Q2 2026, an estimated $66.4K.
  • Apple made up 0.15% of Retirement Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Retirement Investment Advisors first reported a position in Apple in Q4 2022 and has held it in 12 quarters since.
  • Retirement Investment Advisors's Apple position peaked at $3.37M in Q2 2023.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.