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MBA Advisors’s Apple AAPL Stock Holding History

MBA Advisors’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 		$4.71M Buy
16,283
+163
+1% +$46.6K 1.59% 18
2026
Q1 		$4.09M Sell
16,120
-278
-2% -$72.3K 1.57% 18
2025
Q4 		$4.46M Sell
16,398
-98
-0.6% -$26.3K 1.8% 17
2025
Q3 		$4.2M Sell
16,496
-525
-3% -$119K 1.79% 16
2025
Q2 		$3.49M Sell
17,021
-2,500
-13% -$505K 1.61% 17
2025
Q1 		$4.34M Sell
19,521
-840
-4% -$195K 2.15% 14
2024
Q4 		$5.1M Sell
20,361
-4,210
-17% -$992K 2.56% 13
2024
Q3 		$5.73M Sell
24,571
-853
-3% -$190K 2.75% 11
2024
Q2 		$5.35M Sell
25,424
-668
-3% -$125K 2.74% 12
2024
Q1 		$4.47M Sell
26,092
-434
-2% -$78.9K 2.31% 13
2023
Q4 		$5.11M Buy
26,526
+78
+0.3% +$14.4K 2.85% 11
2023
Q3 		$4.53M Sell
26,448
-550
-2% -$101K 2.78% 14
2023
Q2 		$5.24M Sell
26,998
-1,908
-7% -$332K 3.13% 10
2023
Q1 		$4.77M Sell
28,906
-238
-0.8% -$35.1K 2.97% 12
2022
Q4 		$3.79M Sell
29,144
-1,803
-6% -$258K 2.48% 13
2022
Q3 		$4.28M Sell
30,947
-304
-1% -$47.7K 3.09% 8
2022
Q2 		$4.27M Sell
31,251
-162
-0.5% -$24.5K 2.94% 9
2022
Q1 		$5.49M Sell
31,413
-642
-2% -$108K 3.4% 2
2021
Q4 		$5.69M Buy
32,055
+5,253
+20% +$830K 3.53% 2
2021
Q3 		$3.79M Sell
26,802
-358
-1% -$52.7K 2.8% 7
2021
Q2 		$3.72K Sell
27,160
-303
-1% -$39.3K 1.73% 8
2021
Q1 		$3.35K Buy
+27,463
New +$3.53M 1.84% 7

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

MBA Advisors's AAPL Position: Q2 2026 in Review

MBA Advisors increased its Apple (AAPL) stake by 1% in Q2 2026, buying an estimated $46.6K and bringing the position to 16,283 shares worth $4.71M. The position accounts for 1.59% of the portfolio, ranked #18.

MBA Advisors first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.73M in Q3 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MBA Advisors held 16,283 shares of Apple worth $4.71M as of Q2 2026.
  • MBA Advisors bought 163 Apple shares in Q2 2026, an estimated $46.6K.
  • Apple made up 1.59% of MBA Advisors's portfolio in Q2 2026, its #18 holding.
  • MBA Advisors first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
  • MBA Advisors's Apple position peaked at $5.73M in Q3 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.