Secured Retirement Advisors
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Secured Retirement Advisors’s Apple AAPL Stock Holding History

Secured Retirement Advisors’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 		$8.42M Buy
25,285
+608
+2% +$195K 4.25% 2
2026
Q2 		$7.14M Sell
24,677
-39
-0.2% -$11.2K 3.66% 3
2026
Q1 		$6.27M Sell
24,716
-523
-2% -$136K 3.55% 3
2025
Q4 		$6.86M Buy
25,239
+493
+2% +$132K 3.83% 4
2025
Q3 		$6.3M Buy
24,746
+387
+2% +$87.4K 3.52% 4
2025
Q2 		$5M Buy
24,359
+795
+3% +$161K 2.98% 5
2025
Q1 		$5.23M Buy
23,564
+14,467
+159% +$3.35M 3.37% 4
2024
Q4 		$2.28M Buy
9,097
+474
+5% +$112K 1.3% 18
2024
Q3 		$2.01M Sell
8,623
-375
-4% -$83.7K 1.45% 24
2024
Q2 		$1.9M Buy
8,998
+638
+8% +$119K 1.48% 27
2024
Q1 		$1.43M Buy
8,360
+15
+0.2% +$2.73K 1.22% 34
2023
Q4 		$1.61M Buy
+8,345
New +$1.54M 1.54% 19

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Secured Retirement Advisors's AAPL Position: Q3 2026 in Review

Secured Retirement Advisors increased its Apple (AAPL) stake by 2.5% in Q3 2026, buying an estimated $195K and bringing the position to 25,285 shares worth $8.42M. The position accounts for 4.25% of the portfolio, ranked #2.

Secured Retirement Advisors first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Secured Retirement Advisors held 25,285 shares of Apple worth $8.42M as of Q3 2026.
  • Secured Retirement Advisors bought 608 Apple shares in Q3 2026, an estimated $195K.
  • Apple made up 4.25% of Secured Retirement Advisors's portfolio in Q3 2026, its #2 holding.
  • Secured Retirement Advisors first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Secured Retirement Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.