Mather Group’s Apple AAPL Stock Holding History

Mather Group’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	$47.9K	Sell	2,000 -400	-17%	-$114K	﹤0.01%	1115
2026 Q1	$11.4K	Hold	2,400	–	–	﹤0.01%	1414
2025 Q4	$8.04K	Hold	2,400	–	–	﹤0.01%	639
2025 Q3	$15.4K	Sell	2,400 -2,600	-52%	-$587K	﹤0.01%	1171
2025 Q2	$25.6K	Buy	+5,000	New	+$1.01M	﹤0.01%	607

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mather Group's AAPL Position: Q2 2026 in Review

Mather Group increased its Apple (AAPL) stake by 22% in Q2 2026, buying an estimated $12.8M and bringing the position to 248,625 shares worth $71.9M. The position accounts for 0.63% of the portfolio, ranked #25.

Mather Group first reported a position in AAPL in Q1 2019 and has held it in 23 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Mather Group held 248,625 shares of Apple worth $71.9M as of Q2 2026.
Mather Group bought 44,787 Apple shares in Q2 2026, an estimated $12.8M.
Apple made up 0.63% of Mather Group's portfolio in Q2 2026, its #25 holding.
Mather Group first reported a position in Apple in Q1 2019 and has held it in 23 quarters since.
6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.