MBA Advisors
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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
Q3 		$5.41M Sell
16,238
-45
-0.3% -$14.5K 1.77% 17
2026
Q2 		$4.71M Buy
16,283
+163
+1% +$46.6K 1.59% 18
2026
Q1 		$4.09M Sell
16,120
-278
-2% -$72.4K 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 		$5.48M 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 		$3.72M Sell
27,160
-303
-1% -$39.3K 1.73% 8
2021
Q1 		$3.36M Buy
+27,463
New +$3.53M 1.84% 7

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

MBA Advisors's AAPL Position: Q3 2026 in Review

MBA Advisors reduced its Apple (AAPL) stake by 0.28% in Q3 2026, selling an estimated $14.5K and leaving 16,238 shares worth $5.41M. The position accounts for 1.77% of the portfolio, ranked #17.

MBA Advisors first reported a position in AAPL in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.73M in Q3 2024. 4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • MBA Advisors held 16,238 shares of Apple worth $5.41M as of Q3 2026.
  • MBA Advisors sold 45 Apple shares in Q3 2026, an estimated $14.5K.
  • Apple made up 1.77% of MBA Advisors's portfolio in Q3 2026, its #17 holding.
  • MBA Advisors first reported a position in Apple in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's Apple position peaked at $5.73M in Q3 2024.
  • 4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.