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Retirement Planning Group (New York)’s Apple AAPL Stock Holding History

Retirement Planning Group (New York)’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 		$6.27M Buy
21,675
+1,110
+5% +$318K 3.42% 9
2026
Q1 		$5.22M Buy
20,565
+98
+0.5% +$25.5K 3.36% 7
2025
Q4 		$5.56M Buy
20,467
+9,098
+80% +$2.44M 3.8% 5
2025
Q3 		$2.89M Buy
11,369
+1,127
+11% +$255K 2.17% 18
2025
Q2 		$2.1M Buy
10,242
+190
+2% +$38.4K 1.85% 18
2025
Q1 		$2.23M Buy
10,052
+640
+7% +$148K 2.27% 14
2024
Q4 		$2.36M Buy
+9,412
New +$2.22M 2.59% 13

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 Planning Group (New York)'s AAPL Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Apple (AAPL) stake by 5.4% in Q2 2026, buying an estimated $318K and bringing the position to 21,675 shares worth $6.27M. The position accounts for 3.42% of the portfolio, ranked #9.

Retirement Planning Group (New York) first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,128 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Retirement Planning Group (New York) held 21,675 shares of Apple worth $6.27M as of Q2 2026.
  • Retirement Planning Group (New York) bought 1,110 Apple shares in Q2 2026, an estimated $318K.
  • Apple made up 3.42% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #9 holding.
  • Retirement Planning Group (New York) first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,128 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.