Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$51.7M Buy
203,838
+12,309
+6% +$3.2M 0.52% 27
2025
Q4
$52.1M Buy
191,529
+4,351
+2% +$1.17M 0.54% 27
2025
Q3
$47.7M Sell
187,178
-1,002
-0.5% -$226K 0.48% 30
2025
Q2
$38.6M Sell
188,180
-42,257
-18% -$8.53M 0.41% 34
2025
Q1
$51.2M Buy
230,437
+23,926
+12% +$5.54M 0.59% 26
2024
Q4
$51.7M Buy
206,511
+3,038
+1% +$716K 0.67% 25
2024
Q3
$47.4M Sell
203,473
-199,566
-50% -$44.6M 0.61% 29
2024
Q2
$69.1M Buy
403,039
+205,697
+104% +$38.4M 0.85% 20
2024
Q1
$38M Sell
197,342
-42,939
-18% -$7.81M 0.6% 24
2023
Q4
$46.3M Buy
240,281
+7,340
+3% +$1.36M 0.73% 21
2023
Q3
$39.9M Buy
232,941
+35,129
+18% +$6.44M 0.71% 21
2023
Q2
$38.4M Buy
197,812
+29,689
+18% +$5.17M 0.61% 23
2023
Q1
$27.7M Sell
168,123
-4,702
-3% -$694K 0.49% 26
2022
Q4
$22.5M Buy
172,825
+7,680
+5% +$1.1M 0.43% 28
2022
Q3
$22.8M Buy
165,145
+10,131
+7% +$1.59M 0.49% 27
2022
Q2
$21.2M Sell
155,014
-26,975
-15% -$4.09M 0.48% 24
2022
Q1
$31.8M Buy
+181,989
New +$30.6M 0.63% 24
2021
Q2
Sell
-99,351
Closed -$12.1M 285
2021
Q1
$12.1M Buy
+99,351
New +$12.8M 0.34% 24
2020
Q4
Sell
-55,030
Closed -$6.37M 249
2020
Q3
$6.37M Buy
55,030
+12,042
+28% +$1.31M 0.25% 37
2020
Q2
$3.92M Buy
+42,988
New +$3.33M 0.18% 44
2019
Q3
Sell
-4,704
Closed -$233K 72
2019
Q2
$233K Buy
4,704
+72
+2% +$3.51K 0.02% 61
2019
Q1
$220K Buy
+4,632
New +$196K 0.02% 66

Other funds holding AAPL

Mather Group's AAPL Position: Q1 2026 in Review

Mather Group increased its Apple (AAPL) stake by 6.4% in Q1 2026, buying an estimated $3.2M and bringing the position to 203,838 shares worth $51.7M. The position accounts for 0.52% of the portfolio, ranked #27.

Mather Group first reported a position in AAPL in Q1 2019 and has held it in 22 quarters since. The position peaked at $69.1M in Q2 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mather Group held 203,838 shares of Apple worth $51.7M as of Q1 2026.
  • Mather Group bought 12,309 Apple shares in Q1 2026, an estimated $3.2M.
  • Apple made up 0.52% of Mather Group's portfolio in Q1 2026, its #27 holding.
  • Mather Group first reported a position in Apple in Q1 2019 and has held it in 22 quarters since.
  • Mather Group's Apple position peaked at $69.1M in Q2 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.