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Mason Investment Advisory Services’s Apple AAPL Stock Holding History

Mason Investment Advisory Services’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 		$1.35M Sell
4,651
-317
-6% -$90.7K 0.05% 28
2026
Q1 		$1.26M Sell
4,968
-65
-1% -$16.9K 0.06% 23
2025
Q4 		$1.37M Sell
5,033
-1,205
-19% -$323K 0.06% 21
2025
Q3 		$1.59M Buy
6,238
+1,200
+24% +$271K 0.08% 21
2025
Q2 		$1.03M Sell
5,038
-3
-0.1% -$606 0.06% 24
2025
Q1 		$1.12M Sell
5,041
-2,007
-28% -$465K 0.07% 20
2024
Q4 		$1.76M Buy
7,048
+115
+2% +$27.1K 0.1% 15
2024
Q3 		$1.62M Sell
6,933
-818
-11% -$183K 0.09% 14
2024
Q2 		$1.63M Buy
7,751
+903
+13% +$168K 0.1% 14
2024
Q1 		$1.17M Sell
6,848
-716
-9% -$130K 0.08% 15
2023
Q4 		$1.46M Buy
7,564
+228
+3% +$42.1K 0.11% 13
2023
Q3 		$1.26M Buy
7,336
+334
+5% +$61.3K 0.12% 13
2023
Q2 		$1.36M Sell
7,002
-53
-0.8% -$9.23K 0.12% 13
2023
Q1 		$1.16M Sell
7,055
-2,289
-24% -$338K 0.11% 14
2022
Q4 		$1.21M Buy
9,344
+2,198
+31% +$314K 0.12% 14
2022
Q3 		$988K Buy
7,146
+168
+2% +$26.4K 0.11% 12
2022
Q2 		$954K Buy
6,978
+206
+3% +$31.2K 0.1% 14
2022
Q1 		$1.18M Sell
6,772
-70
-1% -$11.8K 0.1% 42
2021
Q4 		$1.21M Buy
6,842
+1,166
+21% +$184K 0.1% 45
2021
Q3 		$803K Buy
5,676
+108
+2% +$15.9K 0.08% 54
2021
Q2 		$763K Hold
5,568
– – 0.08% 54
2021
Q1 		$680K Sell
5,568
-5,464
-50% -$701K 0.07% 57
2020
Q4 		$1.46M Sell
11,032
-2,404
-18% -$289K 0.18% 22
2020
Q3 		$1.56M Sell
13,436
-1,996
-13% -$218K 0.22% 13
2020
Q2 		$1.41M Sell
15,432
-548
-3% -$42.5K 0.21% 14
2020
Q1 		$1.02M Sell
15,980
-1,916
-11% -$141K 0.17% 32
2019
Q4 		$1.31M Sell
17,896
-616
-3% -$39.6K 0.19% 36
2019
Q3 		$1.04M Buy
18,512
+32
+0.2% +$1.67K 0.17% 46
2019
Q2 		$914K Sell
18,480
-2,224
-11% -$108K 0.15% 53
2019
Q1 		$983K Buy
+20,704
New +$878K 0.27% 42

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

Mason Investment Advisory Services's AAPL Position: Q2 2026 in Review

Mason Investment Advisory Services reduced its Apple (AAPL) stake by 6.4% in Q2 2026, selling an estimated $90.7K and leaving 4,651 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #28.

Mason Investment Advisory Services first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.76M in Q4 2024. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mason Investment Advisory Services held 4,651 shares of Apple worth $1.35M as of Q2 2026.
  • Mason Investment Advisory Services sold 317 Apple shares in Q2 2026, an estimated $90.7K.
  • Apple made up 0.05% of Mason Investment Advisory Services's portfolio in Q2 2026, its #28 holding.
  • Mason Investment Advisory Services first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
  • Mason Investment Advisory Services's Apple position peaked at $1.76M in Q4 2024.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.