MFS
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mattson Financial Services's AAPL Position: Q1 2026 in Review

Mattson Financial Services reduced its Apple (AAPL) stake by 2.9% in Q1 2026, selling an estimated $306K and leaving 40,005 shares worth $10.2M. The position accounts for 2.42% of the portfolio, ranked #7.

Mattson Financial Services first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.2M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mattson Financial Services held 40,005 shares of Apple worth $10.2M as of Q1 2026.
  • Mattson Financial Services sold 1,176 Apple shares in Q1 2026, an estimated $306K.
  • Apple made up 2.42% of Mattson Financial Services's portfolio in Q1 2026, its #7 holding.
  • Mattson Financial Services first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
  • Mattson Financial Services's Apple position peaked at $11.2M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.