Mascoma Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.35M | Sell |
21,938
-102
| -0.5% | -$29.2K | 1.18% | 21 |
|
|
2026
Q1 | $5.59M | Sell |
22,040
-458
| -2% | -$119K | 1.16% | 21 |
|
|
2025
Q4 | $6.12M | Sell |
22,498
-514
| -2% | -$138K | 1.31% | 19 |
|
|
2025
Q3 | $5.86M | Sell |
23,012
-42
| -0.2% | -$9.49K | 1.29% | 19 |
|
|
2025
Q2 | $4.73M | Buy |
23,054
+2,005
| +10% | +$405K | 1.1% | 20 |
|
|
2025
Q1 | $4.68M | Sell |
21,049
-1,454
| -6% | -$337K | 1.16% | 19 |
|
|
2024
Q4 | $5.64M | Sell |
22,503
-41
| -0.2% | -$9.66K | 1.42% | 16 |
|
|
2024
Q3 | $5.25M | Sell |
22,544
-1,321
| -6% | -$295K | 1.31% | 17 |
|
|
2024
Q2 | $5.03M | Sell |
23,865
-262
| -1% | -$48.9K | 1.33% | 15 |
|
|
2024
Q1 | $4.14M | Sell |
24,127
-2,505
| -9% | -$455K | 1.18% | 16 |
|
|
2023
Q4 | $5.13M | Sell |
26,632
-3,022
| -10% | -$558K | 1.54% | 14 |
|
|
2023
Q3 | $5.08M | Buy |
29,654
+659
| +2% | +$121K | 1.59% | 13 |
|
|
2023
Q2 | $5.21M | Sell |
28,995
-6,020
| -17% | -$1.05M | 1.6% | 15 |
|
|
2023
Q1 | $5.94M | Buy |
35,015
+9
| +0% | +$1.33K | 1.74% | 13 |
|
|
2022
Q4 | $4.55M | Sell |
35,006
-777
| -2% | -$111K | 1.44% | 16 |
|
|
2022
Q3 | $4.95M | Buy |
35,783
+594
| +2% | +$93.2K | 1.71% | 14 |
|
|
2022
Q2 | $4.81M | Buy |
35,189
+430
| +1% | +$65.1K | 1.64% | 14 |
|
|
2022
Q1 | $6.07M | Buy |
34,759
+1,404
| +4% | +$236K | 1.93% | 10 |
|
|
2021
Q4 | $5.92M | Sell |
33,355
-2,354
| -7% | -$372K | 2.05% | 10 |
|
|
2021
Q3 | $5.05M | Buy |
35,709
+552
| +2% | +$81.3K | 1.96% | 12 |
|
|
2021
Q2 | $4.82M | Sell |
35,157
-1,072
| -3% | -$139K | 2.06% | 13 |
|
|
2021
Q1 | $4.42M | Sell |
36,229
-549
| -1% | -$70.5K | 1.91% | 12 |
|
|
2020
Q4 | $4.88M | Buy |
+36,778
| New | +$4.42M | 2.44% | 11 |
|
|
2019
Q3 | $2.13M | Buy |
38,080
+1,084
| +3% | +$56.7K | 1.34% | 18 |
|
|
2019
Q2 | $1.83M | Sell |
36,996
-904
| -2% | -$44K | 1.15% | 14 |
|
|
2019
Q1 | $1.8M | Buy |
37,900
+488
| +1% | +$20.7K | 1.21% | 14 |
|
|
2018
Q4 | $1.48M | Buy |
37,412
+628
| +2% | +$30.4K | 1.13% | 15 |
|
|
2018
Q3 | $2.08M | Buy |
36,784
+104
| +0.3% | +$5.42K | 1.37% | 14 |
|
|
2018
Q2 | $1.7M | Buy |
36,680
+1,060
| +3% | +$48.1K | 1.19% | 19 |
|
|
2018
Q1 | $1.49M | Sell |
35,620
-256
| -0.7% | -$11K | 0.98% | 21 |
|
|
2017
Q4 | $1.44M | Sell |
35,876
-12,216
| -25% | -$510K | 0.89% | 21 |
|
|
2017
Q3 | $1.85M | Buy |
48,092
+544
| +1% | +$21.1K | 1.24% | 21 |
|
|
2017
Q2 | $1.71M | Buy |
47,548
+2,348
| +5% | +$86.8K | 1.15% | 18 |
|
|
2017
Q1 | $1.62M | Sell |
45,200
-2,068
| -4% | -$68.1K | 1.16% | 18 |
|
|
2016
Q4 | $1.37M | Buy |
+47,268
| New | +$1.34M | 1.01% | 19 |
|
Other funds holding AAPL
Mascoma Wealth Management's AAPL Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Apple (AAPL) stake by 0.46% in Q2 2026, selling an estimated $29.2K and leaving 21,938 shares worth $6.35M. The position accounts for 1.18% of the portfolio, ranked #21.
Mascoma Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 35 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Mascoma Wealth Management held 21,938 shares of Apple worth $6.35M as of Q2 2026.
- Mascoma Wealth Management sold 102 Apple shares in Q2 2026, an estimated $29.2K.
- Apple made up 1.18% of Mascoma Wealth Management's portfolio in Q2 2026, its #21 holding.
- Mascoma Wealth Management first reported a position in Apple in Q4 2016 and has held it in 35 quarters since.
- 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.