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Retirement Planning Group, LLC → AAPL
Retirement Planning Group, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$8M
Q3 2026
Peak value
$56.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $46.1M |
| Q3 2025 | $9.4M |
| Q4 2025 | $49M |
| Q4 2025 | $9.6M |
| Q1 2026 | $41M |
| Q1 2026 | $9.7M |
| Q2 2026 | $46.6M |
| Q2 2026 | $9M |
| Q3 2026 | $56.1M |
| Q3 2026 | $8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8M | 99.3K | — | — |
| Q3 2026 | $56.1M | 1.06M | — | — |
| Q2 2026 | $9M | 108.7K | — | — |
| Q2 2026 | $46.6M | 161.0K | — | — |
| Q1 2026 | $9.7M | 118.5K | — | — |
| Q1 2026 | $41M | 161.5K | — | — |
| Q4 2025 | $9.6M | 123.2K | — | — |
| Q4 2025 | $49M | 180.4K | — | — |
| Q3 2025 | $9.4M | 119.3K | — | — |
| Q3 2025 | $46.1M | 180.9K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B