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Mattson Financial Services’s Apple AAPL Stock Holding History

Mattson Financial Services’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 		$13.4M Buy
40,151
+146
+0.4% +$41.8K 2.8% 4
2026
Q1 		$10.2M Sell
40,005
-1,176
-3% -$306K 2.42% 7
2025
Q4 		$11.2M Sell
41,181
-98
-0.2% -$26.3K 2.61% 7
2025
Q3 		$10.5M Buy
41,279
+1,001
+2% +$226K 2.51% 7
2025
Q2 		$8.26M Buy
40,278
+3,123
+8% +$631K 2.23% 8
2025
Q1 		$8.25M Buy
37,155
+2,200
+6% +$510K 2.48% 5
2024
Q4 		$8.14M Buy
34,955
+188
+0.5% +$44.3K 2.59% 5
2024
Q3 		$7.32M Sell
34,767
-231
-0.7% -$51.6K 2.63% 5
2024
Q2 		$7.37M Buy
+34,998
New +$6.53M 2.63% 5

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

Mattson Financial Services's AAPL Position: Q2 2026 in Review

Mattson Financial Services increased its Apple (AAPL) stake by 0.36% in Q2 2026, buying an estimated $41.8K and bringing the position to 40,151 shares worth $13.4M. The position accounts for 2.8% of the portfolio, ranked #4.

Mattson Financial Services first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mattson Financial Services held 40,151 shares of Apple worth $13.4M as of Q2 2026.
  • Mattson Financial Services bought 146 Apple shares in Q2 2026, an estimated $41.8K.
  • Apple made up 2.8% of Mattson Financial Services's portfolio in Q2 2026, its #4 holding.
  • Mattson Financial Services first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.