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Retirement Solution’s Apple AAPL Stock Holding History

Retirement Solution’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 		$2.43M Sell
9,574
-21,636
-69% -$5.63M 0.57% 12
2025
Q4 		$8.48M Buy
31,210
+22,906
+276% +$6.15M 1.88% 9
2025
Q3 		$2.11M Sell
8,304
-91
-1% -$20.6K 0.5% 12
2025
Q2 		$1.72M Buy
8,395
+303
+4% +$61.2K 0.44% 13
2025
Q1 		$1.8M Sell
8,092
-4,074
-33% -$944K 0.51% 11
2024
Q4 		$3.05M Sell
12,166
-20,679
-63% -$4.87M 0.8% 15
2024
Q3 		$7.65M Buy
32,845
+20,467
+165% +$4.57M 1.86% 8
2024
Q2 		$2.61M Sell
12,378
-213
-2% -$39.7K 0.7% 15
2024
Q1 		$2.16M Sell
12,591
-1,095
-8% -$199K 0.59% 16
2023
Q4 		$2.63M Buy
13,686
+2,062
+18% +$381K 0.78% 14
2023
Q3 		$1.99M Sell
11,624
-227
-2% -$41.6K 0.66% 18
2023
Q2 		$2.3M Buy
11,851
+180
+2% +$31.4K 0.74% 17
2023
Q1 		$1.92M Sell
11,671
-259
-2% -$38.2K 0.68% 18
2022
Q4 		$1.55M Sell
11,930
-13,810
-54% -$1.97M 0.85% 9
2022
Q3 		$3.56M Sell
25,740
-285
-1% -$44.7K 1.91% 5
2022
Q2 		$3.56M Sell
26,025
-25,345
-49% -$3.84M 1.93% 5
2022
Q1 		$8.97M Buy
51,370
+6,098
+13% +$1.03M 3.96% 4
2021
Q4 		$8.04M Sell
45,272
-54
-0.1% -$8.53K 3.44% 4
2021
Q3 		$6.41M Buy
45,326
+1,991
+5% +$293K 2.95% 4
2021
Q2 		$5.93M Buy
43,335
+14,972
+53% +$1.94M 2.83% 4
2021
Q1 		$3.46M Sell
28,363
-532
-2% -$68.3K 2.09% 4
2020
Q4 		$3.83M Buy
+28,895
New +$3.48M 2.52% 3

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 Solution's AAPL Position: Q1 2026 in Review

Retirement Solution reduced its Apple (AAPL) stake by 69% in Q1 2026, selling an estimated $5.63M and leaving 9,574 shares worth $2.43M. The position accounts for 0.57% of the portfolio, ranked #12.

Retirement Solution first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.97M in Q1 2022. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Retirement Solution held 9,574 shares of Apple worth $2.43M as of Q1 2026.
  • Retirement Solution sold 21,636 Apple shares in Q1 2026, an estimated $5.63M.
  • Apple made up 0.57% of Retirement Solution's portfolio in Q1 2026, its #12 holding.
  • Retirement Solution first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Retirement Solution's Apple position peaked at $8.97M in Q1 2022.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.