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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Retirement Planning Group (New York)'s AAPL Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Apple (AAPL) stake by 0.48% in Q1 2026, buying an estimated $25.5K and bringing the position to 20,565 shares worth $5.22M. The position accounts for 3.36% of the portfolio, ranked #7.

Retirement Planning Group (New York) first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.56M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Retirement Planning Group (New York) held 20,565 shares of Apple worth $5.22M as of Q1 2026.
  • Retirement Planning Group (New York) bought 98 Apple shares in Q1 2026, an estimated $25.5K.
  • Apple made up 3.36% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #7 holding.
  • Retirement Planning Group (New York) first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Retirement Planning Group (New York)'s Apple position peaked at $5.56M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.