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Virginia Estate & Retirement Planning Advisors’s Apple AAPL Stock Holding History

Virginia Estate & Retirement Planning 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 		$1.47M Sell
5,096
-240
-4% -$68.6K 1.77% 11
2026
Q1 		$1.35M Buy
+5,336
New +$1.39M 2.37% 3

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

Virginia Estate & Retirement Planning Advisors's AAPL Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors reduced its Apple (AAPL) stake by 4.5% in Q2 2026, selling an estimated $68.6K and leaving 5,096 shares worth $1.47M. The position accounts for 1.77% of the portfolio, ranked #11.

Virginia Estate & Retirement Planning Advisors first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,047 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 5,096 shares of Apple worth $1.47M as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors sold 240 Apple shares in Q2 2026, an estimated $68.6K.
  • Apple made up 1.77% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #11 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
  • 6,047 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.