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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mason Investment Advisory Services's AAPL Position: Q1 2026 in Review

Mason Investment Advisory Services reduced its Apple (AAPL) stake by 1.3% in Q1 2026, selling an estimated $16.9K and leaving 4,968 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #23.

Mason Investment Advisory Services first reported a position in AAPL in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.76M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mason Investment Advisory Services held 4,968 shares of Apple worth $1.26M as of Q1 2026.
  • Mason Investment Advisory Services sold 65 Apple shares in Q1 2026, an estimated $16.9K.
  • Apple made up 0.06% of Mason Investment Advisory Services's portfolio in Q1 2026, its #23 holding.
  • Mason Investment Advisory Services first reported a position in Apple in Q1 2019 and has held it in 29 quarters since.
  • Mason Investment Advisory Services's Apple position peaked at $1.76M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.