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Valued Retirements’s Apple AAPL Stock Holding History

Valued Retirements’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
Q1 		$3.77M Sell
14,874
-1
-0% -$260 3.69% 7
2025
Q4 		$4.04M Sell
14,875
-124
-0.8% -$33.3K 3.95% 7
2025
Q3 		$3.08M Hold
14,999
– – 3.47% 7
2025
Q2 		$3.08M Sell
14,999
-78
-0.5% -$15.8K 3.47% 7
2025
Q1 		$3.35M Sell
15,077
-91
-0.6% -$21.1K 4.4% 6
2024
Q4 		$3.8M Sell
15,168
-16
-0.1% -$3.77K 5.12% 5
2024
Q3 		$3.54M Buy
15,184
+240
+2% +$53.6K 4.88% 6
2024
Q2 		$3.15M Buy
14,944
+10
+0.1% +$1.86K 4.78% 6
2024
Q1 		$2.56M Buy
14,934
+9
+0.1% +$1.64K 4.1% 7
2023
Q4 		$2.87M Buy
+14,925
New +$2.76M 4.98% 6

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Valued Retirements's AAPL Position: Q1 2026 in Review

Valued Retirements reduced its Apple (AAPL) stake by 0.01% in Q1 2026, selling an estimated $260 and leaving 14,874 shares worth $3.77M. The position accounts for 3.69% of the portfolio, ranked #7.

Valued Retirements first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.04M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Valued Retirements held 14,874 shares of Apple worth $3.77M as of Q1 2026.
  • Valued Retirements sold 1 Apple share in Q1 2026, an estimated $260.
  • Apple made up 3.69% of Valued Retirements's portfolio in Q1 2026, its #7 holding.
  • Valued Retirements first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Valued Retirements's Apple position peaked at $4.04M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.