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Mallini Complete Financial Planning’s Apple AAPL Stock Holding History

Mallini Complete Financial 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 		– Hold
0
– – – 11
2026
Q1 		– Hold
0
– – – 13
2025
Q4 		– Sell
-3,067
Closed -$823K – 10
2025
Q3 		$781K Buy
+3,067
New +$693K 0.64% 11
2025
Q2 		– Hold
0
– – – 17
2025
Q1 		– Hold
0
– – – 14
2024
Q4 		– Hold
0
– – – 12

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mallini Complete Financial Planning's AAPL Position: Q2 2026 in Review

Mallini Complete Financial Planning held its Apple (AAPL) position steady in Q2 2026 at 0 shares worth $806K. The position accounts for 0.58% of the portfolio, ranked #11.

Mallini Complete Financial Planning first reported a position in AAPL in Q3 2025 and has held it in 1 quarter since. The position peaked at $781K in Q3 2025. 3,653 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mallini Complete Financial Planning held 0 shares of Apple worth $806K as of Q2 2026.
  • Mallini Complete Financial Planning left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.58% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Mallini Complete Financial Planning first reported a position in Apple in Q3 2025 and has held it in 1 quarter since.
  • Mallini Complete Financial Planning's Apple position peaked at $781K in Q3 2025.
  • 3,653 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.