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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
Q2 		$4.07M Sell
14,067
-807
-5% -$231K 3.66% 8
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Valued Retirements's AAPL Position: Q2 2026 in Review

Valued Retirements reduced its Apple (AAPL) stake by 5.4% in Q2 2026, selling an estimated $231K and leaving 14,067 shares worth $4.07M. The position accounts for 3.66% of the portfolio, ranked #8.

Valued Retirements first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Valued Retirements held 14,067 shares of Apple worth $4.07M as of Q2 2026.
  • Valued Retirements sold 807 Apple shares in Q2 2026, an estimated $231K.
  • Apple made up 3.66% of Valued Retirements's portfolio in Q2 2026, its #8 holding.
  • Valued Retirements first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.