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RETIREMENT GUYS FORMULA LLC → AAPL

RETIREMENT GUYS FORMULA LLC AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$2.3M
Q3 2026
Peak value
$6.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.9M
Q4 2025$2.3M
Q1 2026$4.6M
Q1 2026$2.4M
Q2 2026$5.4M
Q2 2026$2.5M
Q3 2026$6.2M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M28.7K——
Q3 2026$6.2M18.7K——
Q2 2026$2.5M29.8K——
Q2 2026$5.4M18.8K——
Q1 2026$2.4M29.0K——
Q1 2026$4.6M18.2K——
Q4 2025$2.3M29.6K——
Q4 2025$4.9M17.9K——

Other funds holding AAPL

Other RETIREMENT GUYS FORMULA LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$15.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$15.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$12.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$9M
QQQ

INVESCO QQQ TR

$6.7M
QQQ

INVESCO QQQ TR

$6.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$6.3M
VGES

VANGUARD INDEX FDS

$6.1M