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M Wealth Management LLC’s Apple AAPL Stock Holding History

M Wealth Management LLC’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 		$1.97M Hold
6,791
– – 1.54% 13
2026
Q1 		$1.72M Buy
6,791
+500
+8% +$130K 1.45% 14
2025
Q4 		$1.71M Sell
6,291
-5
-0.1% -$1.34K 1.49% 14
2025
Q3 		$1.6M Sell
6,296
-2,000
-24% -$452K 1.41% 15
2025
Q2 		$1.7M Hold
8,296
– – 1.57% 14
2025
Q1 		$1.84M Hold
8,296
– – 1.72% 13
2024
Q4 		$2.08M Buy
+8,296
New +$1.96M 1.9% 11

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

M Wealth Management LLC's AAPL Position: Q2 2026 in Review

M Wealth Management LLC held its Apple (AAPL) position steady in Q2 2026 at 6,791 shares worth $1.97M. The position accounts for 1.54% of the portfolio, ranked #13.

M Wealth Management LLC first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.08M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • M Wealth Management LLC held 6,791 shares of Apple worth $1.97M as of Q2 2026.
  • M Wealth Management LLC left its Apple share count unchanged in Q2 2026.
  • Apple made up 1.54% of M Wealth Management LLC's portfolio in Q2 2026, its #13 holding.
  • M Wealth Management LLC first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • M Wealth Management LLC's Apple position peaked at $2.08M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.