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Retirement Planning Company of New England’s Apple AAPL Stock Holding History

Retirement Planning Company of New England’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 		$9.25M Sell
31,965
-3,193
-9% -$913K 3.33% 2
2026
Q1 		$8.92M Buy
35,158
+1,216
+4% +$316K 3.63% 2
2025
Q4 		$9.23M Sell
33,942
-1,159
-3% -$311K 3.7% 2
2025
Q3 		$8.94M Sell
35,101
-108
-0.3% -$24.4K 3.6% 2
2025
Q2 		$7.22M Sell
35,209
-121
-0.3% -$24.4K 3.22% 2
2025
Q1 		$7.85M Buy
35,330
+528
+2% +$122K 3.91% 1
2024
Q4 		$8.72M Buy
34,802
+1,097
+3% +$259K 4.23% 1
2024
Q3 		$7.85M Sell
33,705
-921
-3% -$206K 3.91% 1
2024
Q2 		$7.29M Sell
34,626
-183
-0.5% -$34.1K 3.97% 1
2024
Q1 		$5.97M Sell
34,809
-8,773
-20% -$1.6M 3.27% 1
2023
Q4 		$8.39M Buy
43,582
+2,343
+6% +$433K 3.78% 1
2023
Q3 		$7.06M Sell
41,239
-6,080
-13% -$1.11M 3.93% 1
2023
Q2 		$9.18M Sell
47,319
-1,591
-3% -$277K 5.29% 1
2023
Q1 		$8.07M Sell
48,910
-1,249
-2% -$184K 4.9% 1
2022
Q4 		$6.52M Buy
50,159
+754
+2% +$108K 4.25% 1
2022
Q3 		$6.83M Buy
49,405
+2,056
+4% +$323K 4.93% 1
2022
Q2 		$6.47M Sell
47,349
-2,320
-5% -$351K 4.41% 1
2022
Q1 		$8.67M Sell
49,669
-4,137
-8% -$696K 4.9% 1
2021
Q4 		$9.55M Buy
+53,806
New +$8.5M 4.65% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Retirement Planning Company of New England's AAPL Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Apple (AAPL) stake by 9.1% in Q2 2026, selling an estimated $913K and leaving 31,965 shares worth $9.25M. The position accounts for 3.33% of the portfolio, ranked #2.

Retirement Planning Company of New England first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.55M in Q4 2021. 4,154 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Retirement Planning Company of New England held 31,965 shares of Apple worth $9.25M as of Q2 2026.
  • Retirement Planning Company of New England sold 3,193 Apple shares in Q2 2026, an estimated $913K.
  • Apple made up 3.33% of Retirement Planning Company of New England's portfolio in Q2 2026, its #2 holding.
  • Retirement Planning Company of New England first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Apple position peaked at $9.55M in Q4 2021.
  • 4,154 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.