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Massachusetts Wealth Management’s Apple AAPL Stock Holding History

Massachusetts Wealth Management’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 		$6.2M Sell
21,423
-150
-0.7% -$42.9K 2.36% 9
2026
Q1 		$5.47M Sell
21,573
-77
-0.4% -$20K 2.37% 9
2025
Q4 		$5.89M Sell
21,650
-108
-0.5% -$29K 2.74% 6
2025
Q3 		$5.54M Buy
21,758
+65
+0.3% +$14.7K 2.75% 4
2025
Q2 		$4.45M Buy
+21,693
New +$4.38M 2.51% 7
2025
Q1 		– Sell
-23,127
Closed -$5.79M – 84
2024
Q4 		$5.79M Sell
23,127
-200
-0.9% -$47.1K 3.58% 2
2024
Q3 		$5.44M Buy
23,327
+909
+4% +$203K 3.43% 2
2024
Q2 		$4.72M Buy
22,418
+302
+1% +$56.3K 3.17% 2
2024
Q1 		$3.79M Buy
22,116
+278
+1% +$50.5K 2.67% 6
2023
Q4 		$4.2M Buy
21,838
+267
+1% +$49.3K 3.39% 2
2023
Q3 		$3.69M Sell
21,571
-50
-0.2% -$9.17K 3.39% 4
2023
Q2 		$4.19M Buy
21,621
+598
+3% +$104K 4.01% 2
2023
Q1 		$3.47M Sell
21,023
-1,273
-6% -$188K 3.57% 3
2022
Q4 		$3.22M Buy
+22,296
New +$3.19M 3.11% 5

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

Massachusetts Wealth Management's AAPL Position: Q2 2026 in Review

Massachusetts Wealth Management reduced its Apple (AAPL) stake by 0.7% in Q2 2026, selling an estimated $42.9K and leaving 21,423 shares worth $6.2M. The position accounts for 2.36% of the portfolio, ranked #9.

Massachusetts Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Massachusetts Wealth Management held 21,423 shares of Apple worth $6.2M as of Q2 2026.
  • Massachusetts Wealth Management sold 150 Apple shares in Q2 2026, an estimated $42.9K.
  • Apple made up 2.36% of Massachusetts Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Massachusetts Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.