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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
Q2 		$9.45M Buy
32,654
+23,080
+241% +$6.6M 1.85% 9
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 $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 Solution's AAPL Position: Q2 2026 in Review

Retirement Solution increased its Apple (AAPL) stake by 241% in Q2 2026, buying an estimated $6.6M and bringing the position to 32,654 shares worth $9.45M. The position accounts for 1.85% of the portfolio, ranked #9.

Retirement Solution first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Retirement Solution held 32,654 shares of Apple worth $9.45M as of Q2 2026.
  • Retirement Solution bought 23,080 Apple shares in Q2 2026, an estimated $6.6M.
  • Apple made up 1.85% of Retirement Solution's portfolio in Q2 2026, its #9 holding.
  • Retirement Solution first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.