Retirement Wealth Solutions
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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
Q3 		$979K Buy
2,939
+461
+19% +$148K 0.52% 37
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Retirement Wealth Solutions's AAPL Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Apple (AAPL) stake by 19% in Q3 2026, buying an estimated $148K and bringing the position to 2,939 shares worth $979K. The position accounts for 0.52% of the portfolio, ranked #37.

Retirement Wealth Solutions first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Retirement Wealth Solutions held 2,939 shares of Apple worth $979K as of Q3 2026.
  • Retirement Wealth Solutions bought 461 Apple shares in Q3 2026, an estimated $148K.
  • Apple made up 0.52% of Retirement Wealth Solutions's portfolio in Q3 2026, its #37 holding.
  • Retirement Wealth Solutions first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.