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MASECO Private Wealth’s Apple AAPL Stock Holding History

MASECO Private Wealth’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 		$2.11M Buy
7,306
+2
+0% +$572 0.06% 47
2026
Q1 		$1.85M Buy
+7,304
New +$1.9M 0.06% 48
2025
Q3 		– Sell
-12,748
Closed -$2.61M – 268
2025
Q2 		$2.61M Buy
+12,748
New +$2.57M 0.1% 43

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

MASECO Private Wealth's AAPL Position: Q2 2026 in Review

MASECO Private Wealth increased its Apple (AAPL) stake by 0.03% in Q2 2026, buying an estimated $572 and bringing the position to 7,306 shares worth $2.11M. The position accounts for 0.06% of the portfolio, ranked #47.

MASECO Private Wealth first reported a position in AAPL in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.61M in Q2 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MASECO Private Wealth held 7,306 shares of Apple worth $2.11M as of Q2 2026.
  • MASECO Private Wealth bought 2 Apple shares in Q2 2026, an estimated $572.
  • Apple made up 0.06% of MASECO Private Wealth's portfolio in Q2 2026, its #47 holding.
  • MASECO Private Wealth first reported a position in Apple in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's Apple position peaked at $2.61M in Q2 2025.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.