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Mattern Wealth Management’s Apple AAPL Stock Holding History

Mattern 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 		$21.7M Buy
74,854
+3,803
+5% +$1.09M 3.55% 7
2026
Q1 		$18M Sell
71,051
-1,113
-2% -$290K 3.52% 8
2025
Q4 		$19.6M Sell
72,164
-962
-1% -$258K 3.78% 7
2025
Q3 		$18.6M Sell
73,126
-923
-1% -$209K 3.72% 8
2025
Q2 		$15.2M Sell
74,049
-17,785
-19% -$3.59M 3.16% 9
2025
Q1 		$20.4M Sell
91,834
-10,974
-11% -$2.54M 4.51% 5
2024
Q4 		$25.7M Sell
102,808
-7,086
-6% -$1.67M 5.68% 3
2024
Q3 		$25.6M Buy
109,894
+280
+0.3% +$62.5K 5.63% 4
2024
Q2 		$23.1M Sell
109,614
-5,780
-5% -$1.08M 5.55% 5
2024
Q1 		$19.8M Sell
115,394
-750
-0.6% -$136K 4.81% 4
2023
Q4 		$22.4M Buy
116,144
+4,482
+4% +$828K 5.75% 4
2023
Q3 		$19.1M Buy
111,662
+11,215
+11% +$2.06M 5.61% 3
2023
Q2 		$19.5M Buy
100,447
+4,554
+5% +$794K 5.69% 3
2023
Q1 		$15.8M Buy
95,893
+1,301
+1% +$192K 5.24% 2
2022
Q4 		$12.3M Buy
94,592
+11,274
+14% +$1.61M 4.97% 2
2022
Q3 		$11.5M Buy
83,318
+517
+0.6% +$81.1K 4.63% 3
2022
Q2 		$11.3M Buy
82,801
+329
+0.4% +$49.8K 4.43% 5
2022
Q1 		$14.4M Sell
82,472
-2,177
-3% -$366K 4.72% 4
2021
Q4 		$15M Buy
84,649
+388
+0.5% +$61.3K 4.41% 4
2021
Q3 		$11.9M Buy
84,261
+55
+0.1% +$8.1K 4.01% 2
2021
Q2 		$12.3M Sell
84,206
-819
-1% -$106K 3.93% 2
2021
Q1 		$10.4M Sell
85,025
-1,075
-1% -$138K 3.66% 2
2020
Q4 		$11.4M Buy
86,100
+4,002
+5% +$481K 4.32% 2
2020
Q3 		$9.51M Buy
82,098
+970
+1% +$106K 4.07% 3
2020
Q2 		$7.4M Buy
81,128
+1,512
+2% +$117K 3.59% 3
2020
Q1 		$5.06M Sell
79,616
-3,460
-4% -$254K 3.65% 4
2019
Q4 		$6.1M Buy
+83,076
New +$5.34M 3.66% 3

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

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

Mattern Wealth Management increased its Apple (AAPL) stake by 5.4% in Q2 2026, buying an estimated $1.09M and bringing the position to 74,854 shares worth $21.7M. The position accounts for 3.55% of the portfolio, ranked #7.

Mattern Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.7M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mattern Wealth Management held 74,854 shares of Apple worth $21.7M as of Q2 2026.
  • Mattern Wealth Management bought 3,803 Apple shares in Q2 2026, an estimated $1.09M.
  • Apple made up 3.55% of Mattern Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Mattern Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Apple position peaked at $25.7M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.