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Market Street Wealth Management Advisors’s Apple AAPL Stock Holding History

Market Street Wealth Management Advisors’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 		$5.24M Buy
18,121
+857
+5% +$245K 0.75% 25
2026
Q1 		$4.38M Buy
17,264
+1,107
+7% +$288K 0.69% 28
2025
Q4 		$4.39M Buy
16,157
+563
+4% +$151K 0.68% 27
2025
Q3 		$3.97M Buy
15,594
+1,102
+8% +$249K 0.63% 28
2025
Q2 		$2.97M Buy
14,492
+54
+0.4% +$10.9K 0.49% 30
2025
Q1 		$3.21M Buy
14,438
+373
+3% +$86.4K 0.54% 28
2024
Q4 		$3.52M Buy
14,065
+1,833
+15% +$432K 0.59% 26
2024
Q3 		$2.85M Buy
12,232
+104
+0.9% +$23.2K 0.47% 28
2024
Q2 		$2.55M Buy
12,128
+305
+3% +$56.9K 0.44% 30
2024
Q1 		$2.03M Sell
11,823
-1,002
-8% -$182K 0.36% 35
2023
Q4 		$2.47M Buy
12,825
+959
+8% +$177K 0.52% 31
2023
Q3 		$2.03M Buy
11,866
+2,471
+26% +$453K 0.52% 34
2023
Q2 		$1.82M Sell
9,395
-892
-9% -$155K 0.46% 35
2023
Q1 		$1.7M Buy
10,287
+213
+2% +$31.4K 0.45% 37
2022
Q4 		$1.31M Buy
10,074
+597
+6% +$85.3K 0.38% 47
2022
Q3 		$1.31M Buy
9,477
+44
+0.5% +$6.91K 0.42% 53
2022
Q2 		$1.29M Buy
9,433
+1,817
+24% +$275K 0.4% 50
2022
Q1 		$1.33M Buy
7,616
+267
+4% +$44.9K 0.47% 43
2021
Q4 		$1.3M Sell
7,349
-766
-9% -$121K 0.43% 41
2021
Q3 		$1.15M Hold
8,115
– – 0.45% 39
2021
Q2 		$1.11M Sell
8,115
-46
-0.6% -$5.96K 0.49% 39
2021
Q1 		$997K Buy
8,161
+48
+0.6% +$6.16K 0.59% 35
2020
Q4 		$1.08M Hold
8,113
– – 0.84% 27
2020
Q3 		$940K Sell
8,113
-19
-0.2% -$2.07K 0.84% 27
2020
Q2 		$742K Buy
8,132
+256
+3% +$19.8K 0.68% 27
2020
Q1 		$501K Buy
7,876
+868
+12% +$63.8K 0.54% 32
2019
Q4 		$515K Buy
7,008
+68
+1% +$4.38K 0.47% 30
2019
Q3 		$389K Buy
6,940
+4
+0.1% +$209 0.38% 31
2019
Q2 		$362K Sell
6,936
-36
-0.5% -$1.75K 0.35% 29
2019
Q1 		$331K Buy
6,972
+40
+0.6% +$1.7K 0.33% 30
2018
Q4 		$273K Buy
+6,932
New +$336K 0.3% 31

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Market Street Wealth Management Advisors's AAPL Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Apple (AAPL) stake by 5% in Q2 2026, buying an estimated $245K and bringing the position to 18,121 shares worth $5.24M. The position accounts for 0.75% of the portfolio, ranked #25.

Market Street Wealth Management Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 4,003 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Market Street Wealth Management Advisors held 18,121 shares of Apple worth $5.24M as of Q2 2026.
  • Market Street Wealth Management Advisors bought 857 Apple shares in Q2 2026, an estimated $245K.
  • Apple made up 0.75% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #25 holding.
  • Market Street Wealth Management Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • 4,003 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.