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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
2023
Q2 		– Sell
-200
Closed -$33K – 226
2023
Q1 		$33K Sell
200
-100
-33% -$14.8K 0.02% 221
2022
Q4 		$39K Buy
+300
New +$42.9K 0.03% 217

Other funds holding AAPL

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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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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. 4,979 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.
  • 4,979 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.