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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
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

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Secured Retirement Advisors's AAPL Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Apple (AAPL) stake by 0.16% in Q2 2026, selling an estimated $11.2K and leaving 24,677 shares worth $7.14M. The position accounts for 3.66% of the portfolio, ranked #3.

Secured Retirement Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 1,474 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Secured Retirement Advisors held 24,677 shares of Apple worth $7.14M as of Q2 2026.
  • Secured Retirement Advisors sold 39 Apple shares in Q2 2026, an estimated $11.2K.
  • Apple made up 3.66% of Secured Retirement Advisors's portfolio in Q2 2026, its #3 holding.
  • Secured Retirement Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.