Mawer Investment Management’s Apple AAPL Stock Holding History

Mawer Investment 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	$1.59M	Buy	5,510 +1,677	+44%	+$480K	0.01%	134
2026 Q1	$973K	Sell	3,833 -88	-2%	-$22.9K	0.01%	124
2025 Q4	$1.07M	Buy	3,921 +22	+0.6%	+$5.91K	0.01%	121
2025 Q3	$993K	Sell	3,899 -61	-2%	-$13.8K	0.01%	107
2025 Q2	$812K	Hold	3,960	–	–	﹤0.01%	108
2025 Q1	$880K	Hold	3,960	–	–	﹤0.01%	103
2024 Q4	$992K	Buy	3,960 +1,000	+34%	+$236K	﹤0.01%	96
2024 Q3	$690K	Hold	2,960	–	–	﹤0.01%	100
2024 Q2	$623K	Hold	2,960	–	–	﹤0.01%	104
2024 Q1	$508K	Buy	2,960 +140	+5%	+$25.5K	﹤0.01%	104
2023 Q4	$543K	Hold	2,820	–	–	﹤0.01%	105
2023 Q3	$483K	Hold	2,820	–	–	﹤0.01%	103
2023 Q2	$547K	Hold	2,820	–	–	﹤0.01%	100
2023 Q1	$465K	Hold	2,820	–	–	﹤0.01%	102
2022 Q4	$366K	Buy	+2,820	New	+$403K	﹤0.01%	109
2022 Q3	–	Sell	-1,520	Closed	-$208K	–	107
2022 Q2	$208K	Hold	1,520	–	–	﹤0.01%	104
2022 Q1	$265K	Hold	1,520	–	–	﹤0.01%	108
2021 Q4	$270K	Hold	1,520	–	–	﹤0.01%	117
2021 Q3	$215K	Hold	1,520	–	–	﹤0.01%	107
2021 Q2	$208K	Buy	+1,520	New	+$197K	﹤0.01%	96
2018 Q4	–	Sell	-4,000	Closed	-$226K	–	110
2018 Q3	$226K	Buy	+4,000	New	+$208K	﹤0.01%	110

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

Mawer Investment Management's AAPL Position: Q2 2026 in Review

Mawer Investment Management increased its Apple (AAPL) stake by 44% in Q2 2026, buying an estimated $480K and bringing the position to 5,510 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #134.

Mawer Investment Management first reported a position in AAPL in Q3 2018 and has held it in 21 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Mawer Investment Management held 5,510 shares of Apple worth $1.59M as of Q2 2026.
Mawer Investment Management bought 1,677 Apple shares in Q2 2026, an estimated $480K.
Apple made up 0.01% of Mawer Investment Management's portfolio in Q2 2026, its #134 holding.
Mawer Investment Management first reported a position in Apple in Q3 2018 and has held it in 21 quarters since.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.