MBE Wealth Management
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MBE Wealth Management’s Apple AAPL Stock Holding History

MBE Wealth 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
Q3 		$2.11M Buy
6,335
+47
+0.7% +$15.1K 0.74% 24
2026
Q2 		$1.82M Buy
6,288
+117
+2% +$33.5K 0.64% 27
2026
Q1 		$1.57M Buy
6,171
+130
+2% +$33.8K 0.65% 25
2025
Q4 		$1.64M Buy
6,041
+19
+0.3% +$5.1K 0.69% 25
2025
Q3 		$1.53M Buy
6,022
+171
+3% +$38.6K 0.66% 26
2025
Q2 		$1.2M Buy
5,851
+244
+4% +$49.3K 0.52% 29
2025
Q1 		$1.25M Buy
5,607
+76
+1% +$17.6K 0.6% 28
2024
Q4 		$1.38M Sell
5,531
-359
-6% -$84.6K 0.78% 21
2024
Q3 		$1.37M Buy
5,890
+1,071
+22% +$239K 0.76% 21
2024
Q2 		$1.01M Buy
4,819
+158
+3% +$29.5K 0.61% 26
2024
Q1 		$799K Sell
4,661
-418
-8% -$76K 0.49% 33
2023
Q4 		$978K Buy
5,079
+48
+1% +$8.86K 0.5% 27
2023
Q3 		$861K Sell
5,031
-885
-15% -$162K 0.49% 27
2023
Q2 		$1.15M Sell
5,916
-227
-4% -$39.6K 0.62% 22
2023
Q1 		$1.01M Buy
6,143
+57
+0.9% +$8.41K 0.6% 21
2022
Q4 		$791K Sell
6,086
-138
-2% -$19.7K 0.51% 22
2022
Q3 		$860K Sell
6,224
-5,352
-46% -$840K 0.63% 18
2022
Q2 		$1.58M Sell
11,576
-284
-2% -$43K 1.1% 13
2022
Q1 		$2.07M Sell
11,860
-4
-0% -$673 1.23% 11
2021
Q4 		$2.11M Sell
11,864
-179
-1% -$28.3K 1.08% 10
2021
Q3 		$1.7M Buy
12,043
+38
+0.3% +$5.59K 0.87% 13
2021
Q2 		$1.64M Sell
12,005
-133
-1% -$17.2K 0.85% 13
2021
Q1 		$1.48M Buy
12,138
+651
+6% +$83.6K 0.8% 18
2020
Q4 		$1.52M Buy
11,487
+8,763
+322% +$1.05M 1.03% 16
2020
Q3 		$993K Sell
2,724
-8,172
-75% -$892K 0.83% 20
2020
Q2 		$993K Buy
10,896
+28
+0.3% +$2.17K 0.84% 20
2020
Q1 		$690K Buy
10,868
+980
+10% +$72.1K 0.66% 18
2019
Q4 		$725K Buy
+9,888
New +$636K 0.73% 18

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MBE Wealth Management's AAPL Position: Q3 2026 in Review

MBE Wealth Management increased its Apple (AAPL) stake by 0.75% in Q3 2026, buying an estimated $15.1K and bringing the position to 6,335 shares worth $2.11M. The position accounts for 0.74% of the portfolio, ranked #24.

MBE Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • MBE Wealth Management held 6,335 shares of Apple worth $2.11M as of Q3 2026.
  • MBE Wealth Management bought 47 Apple shares in Q3 2026, an estimated $15.1K.
  • Apple made up 0.74% of MBE Wealth Management's portfolio in Q3 2026, its #24 holding.
  • MBE Wealth Management first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.