Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.97M Sell
8,912
-679
-7% -$218K 0.65% 11
2026
Q2
$2.78M Buy
9,591
+17
+0.2% +$4.86K 1.24% 11
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
$5.94M 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

Retirement Solution's AAPL Position: Q3 2026 in Review

Retirement Solution reduced its Apple (AAPL) stake by 7.1% in Q3 2026, selling an estimated $218K and leaving 8,912 shares worth $2.97M. The position accounts for 0.65% of the portfolio, ranked #11.

Retirement Solution first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.97M in Q1 2022. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Retirement Solution held 8,912 shares of Apple worth $2.97M as of Q3 2026.
  • Retirement Solution sold 679 Apple shares in Q3 2026, an estimated $218K.
  • Apple made up 0.65% of Retirement Solution's portfolio in Q3 2026, its #11 holding.
  • Retirement Solution first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • Retirement Solution's Apple position peaked at $8.97M in Q1 2022.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.