MassMutual Private Wealth & Trust’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$186M Sell
642,937
-28,019
-4% -$8.01M 4.81% 1
2026
Q1
$170M Sell
670,956
-14,946
-2% -$3.89M 4.64% 2
2025
Q4
$186M Sell
685,902
-19,358
-3% -$5.2M 4.8% 2
2025
Q3
$180M Sell
705,260
-6,618
-0.9% -$1.5M 4.57% 3
2025
Q2
$146M Buy
711,878
+6,764
+1% +$1.37M 3.89% 4
2025
Q1
$157M Sell
705,114
-28,963
-4% -$6.71M 4.53% 1
2024
Q4
$184M Buy
734,077
+12,349
+2% +$2.91M 5.16% 1
2024
Q3
$168M Sell
721,728
-10,090
-1% -$2.25M 4.79% 1
2024
Q2
$154M Buy
731,818
+18,144
+3% +$3.38M 4.68% 2
2024
Q1
$122M Sell
713,674
-6,464
-0.9% -$1.18M 3.81% 2
2023
Q4
$139M Buy
720,138
+19,772
+3% +$3.65M 4.65% 2
2023
Q3
$120M Buy
700,366
+10,816
+2% +$1.98M 4.43% 2
2023
Q2
$134M Sell
689,550
-19,640
-3% -$3.42M 4.81% 1
2023
Q1
$117M Buy
709,190
+134
+0% +$19.8K 4.47% 1
2022
Q4
$92.1M Buy
709,056
+2,065
+0.3% +$295K 3.79% 1
2022
Q3
$97.7M Sell
706,991
-5,223
-0.7% -$820K 4.43% 1
2022
Q2
$97.4M Buy
712,214
+6,698
+0.9% +$1.01M 4.22% 1
2022
Q1
$123M Sell
705,516
-573
-0.1% -$96.4K 4.66% 1
2021
Q4
$125M Sell
706,089
-4,796
-0.7% -$758K 4.66% 1
2021
Q3
$101M Buy
710,885
+4,918
+0.7% +$724K 4.16% 1
2021
Q2
$96.7M Buy
705,967
+22,835
+3% +$2.96M 4.11% 1
2021
Q1
$83.4M Sell
683,132
-8,501
-1% -$1.09M 3.92% 2
2020
Q4
$91.8M Sell
691,633
-8,984
-1% -$1.08M 4.7% 1
2020
Q3
$81.1M Sell
700,617
-8,091
-1% -$883K 4.74% 1
2020
Q2
$64.6M Buy
708,708
+11,644
+2% +$902K 4.17% 3
2020
Q1
$44.3M Sell
697,064
-33,408
-5% -$2.46M 3.54% 4
2019
Q4
$53.6M Sell
730,472
-3,764
-0.5% -$242K 3.31% 3
2019
Q3
$41.1M Buy
734,236
+11,004
+2% +$575K 2.75% 3
2019
Q2
$35.8M Buy
723,232
+7,736
+1% +$377K 2.47% 4
2019
Q1
$34M Buy
715,496
+16,052
+2% +$681K 2.45% 5
2018
Q4
$27.6M Sell
699,444
-3,684
-0.5% -$179K 2.36% 6
2018
Q3
$39.7M Sell
703,128
-13,600
-2% -$708K 2.94% 5
2018
Q2
$33.2M Sell
716,728
-9,700
-1% -$440K 2.65% 5
2018
Q1
$30.5M Buy
726,428
+788
+0.1% +$33.9K 2.52% 5
2017
Q4
$30.7M Sell
725,640
-6,828
-0.9% -$285K 2.54% 5
2017
Q3
$28.2M Buy
732,468
+11,304
+2% +$439K 2.34% 5
2017
Q2
$26M Buy
721,164
+16,732
+2% +$619K 2.31% 5
2017
Q1
$25.3M Buy
704,432
+48,152
+7% +$1.59M 2.38% 5
2016
Q4
$19M Buy
+656,280
New +$18.6M 2.32% 5
2016
Q2
$12.7M Buy
531,724
+8,128
+2% +$202K 1.61% 8
2016
Q1
$14.3M Buy
523,596
+31,480
+6% +$784K 1.92% 8
2015
Q4
$13M Buy
492,116
+107,532
+28% +$3.07M 1.85% 8
2015
Q3
$9.69M Buy
384,584
+20,048
+5% +$588K 2.04% 5
2015
Q2
$8.47M Sell
364,536
-58,988
-14% -$1.89M 1.89% 7
2015
Q1
$13.2M Buy
423,524
+243,528
+135% +$7.35M 2.17% 5
2014
Q4
$4.97M Sell
179,996
-204,588
-53% -$5.57M 1.61% 9
2014
Q3
$9.69M Buy
384,584
+232,056
+152% +$5.7M 1.93% 7
2014
Q2
$3.54M Buy
152,528
+57,944
+61% +$1.23M 1.4% 10
2014
Q1
$1.81M Buy
94,584
+34,048
+56% +$648K 1.06% 19
2013
Q4
$1.21M Buy
+60,536
New +$1.14M 1.12% 18

Other funds holding AAPL

MassMutual Private Wealth & Trust's AAPL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Apple (AAPL) stake by 4.2% in Q2 2026, selling an estimated $8.01M and leaving 642,937 shares worth $186M. The position accounts for 4.81% of the portfolio, ranked #1.

MassMutual Private Wealth & Trust first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $186M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MassMutual Private Wealth & Trust held 642,937 shares of Apple worth $186M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 28,019 Apple shares in Q2 2026, an estimated $8.01M.
  • Apple made up 4.81% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1 holding.
  • MassMutual Private Wealth & Trust first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Apple position peaked at $186M in Q4 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.