Zynergy Retirement Planning’s Apple AAPL Stock Holding History

Zynergy Retirement Planning’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	$1.41M	Sell	4,874 -82	-2%	-$23.5K	0.76%	11
2026 Q1	$1.26M	Sell	4,956 -390	-7%	-$101K	0.76%	11
2025 Q4	$1.45M	Hold	5,346	–	–	0.89%	10
2025 Q3	$1.36M	Hold	5,346	–	–	0.86%	10
2025 Q2	$1.1M	Hold	5,346	–	–	0.74%	10
2025 Q1	$1.34M	Buy	5,346 +612	+13%	+$142K	0.95%	10
2024 Q4	$1.1M	Hold	4,734	–	–	0.78%	10
2024 Q3	$1.1M	Sell	4,734 -100	-2%	-$22.3K	0.78%	10
2024 Q2	$1.02M	Buy	+4,834	New	+$901K	0.78%	10

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Zynergy Retirement Planning's AAPL Position: Q2 2026 in Review

Zynergy Retirement Planning reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $23.5K and leaving 4,874 shares worth $1.41M. The position accounts for 0.76% of the portfolio, ranked #11.

Zynergy Retirement Planning first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q4 2025. 3,283 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Zynergy Retirement Planning held 4,874 shares of Apple worth $1.41M as of Q2 2026.
Zynergy Retirement Planning sold 82 Apple shares in Q2 2026, an estimated $23.5K.
Apple made up 0.76% of Zynergy Retirement Planning's portfolio in Q2 2026, its #11 holding.
Zynergy Retirement Planning first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
Zynergy Retirement Planning's Apple position peaked at $1.45M in Q4 2025.
3,283 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.