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Retirement Wealth Solutions’s Apple AAPL Stock Holding History

Retirement Wealth Solutions’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 		$717K Buy
2,478
+4
+0.2% +$1.14K 0.4% 42
2026
Q1 		$628K Buy
2,474
+171
+7% +$44.5K 0.4% 43
2025
Q4 		$626K Buy
2,303
+11
+0.5% +$2.95K 0.4% 38
2025
Q3 		$584K Buy
2,292
+91
+4% +$20.6K 0.38% 39
2025
Q2 		$452K Buy
2,201
+78
+4% +$15.8K 0.33% 39
2025
Q1 		$472K Buy
2,123
+505
+31% +$117K 0.38% 35
2024
Q4 		$383K Buy
+1,618
New +$381K 0.32% 33

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Retirement Wealth Solutions's AAPL Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Apple (AAPL) stake by 0.16% in Q2 2026, buying an estimated $1.14K and bringing the position to 2,478 shares worth $717K. The position accounts for 0.4% of the portfolio, ranked #42.

Retirement Wealth Solutions first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Retirement Wealth Solutions held 2,478 shares of Apple worth $717K as of Q2 2026.
  • Retirement Wealth Solutions bought 4 Apple shares in Q2 2026, an estimated $1.14K.
  • Apple made up 0.4% of Retirement Wealth Solutions's portfolio in Q2 2026, its #42 holding.
  • Retirement Wealth Solutions first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.