Mason & Associates (Virginia)’s Apple AAPL Stock Holding History

Mason & Associates (Virginia)’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	$2.14M	Hold	7,386	–	–	0.44%	18
2026 Q1	$1.87M	Hold	7,386	–	–	0.43%	18
2025 Q4	$2.01M	Sell	7,386 -6	-0.1%	-$1.61K	0.46%	17
2025 Q3	$1.52M	Hold	7,392	–	–	0.38%	18
2025 Q2	$1.52M	Buy	7,392 +6	+0.1%	+$1.21K	0.38%	18
2025 Q1	$1.64M	Hold	7,386	–	–	0.47%	15
2024 Q4	$1.85M	Buy	7,386 +402	+6%	+$94.7K	0.55%	15
2024 Q3	$1.63M	Hold	6,984	–	–	0.5%	15
2024 Q2	$1.47M	Sell	6,984 -11,966	-63%	-$2.23M	0.48%	15
2024 Q1	$3.25M	Buy	+18,950	New	+$3.45M	2.48%	9

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Mason & Associates (Virginia)'s AAPL Position: Q2 2026 in Review

Mason & Associates (Virginia) held its Apple (AAPL) position steady in Q2 2026 at 7,386 shares worth $2.14M. The position accounts for 0.44% of the portfolio, ranked #18.

Mason & Associates (Virginia) first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.25M in Q1 2024. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Mason & Associates (Virginia) held 7,386 shares of Apple worth $2.14M as of Q2 2026.
Mason & Associates (Virginia) left its Apple share count unchanged in Q2 2026.
Apple made up 0.44% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #18 holding.
Mason & Associates (Virginia) first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
Mason & Associates (Virginia)'s Apple position peaked at $3.25M in Q1 2024.
1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.