MWM
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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
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 $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

Massachusetts Wealth Management's AAPL Position: Q1 2026 in Review

Massachusetts Wealth Management reduced its Apple (AAPL) stake by 0.36% in Q1 2026, selling an estimated $20K and leaving 21,573 shares worth $5.47M. The position accounts for 2.37% of the portfolio, ranked #9.

Massachusetts Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.89M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Massachusetts Wealth Management held 21,573 shares of Apple worth $5.47M as of Q1 2026.
  • Massachusetts Wealth Management sold 77 Apple shares in Q1 2026, an estimated $20K.
  • Apple made up 2.37% of Massachusetts Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Massachusetts Wealth Management first reported a position in Apple in Q4 2022 and has held it in 13 quarters since.
  • Massachusetts Wealth Management's Apple position peaked at $5.89M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.