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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
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 $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MBE Wealth Management's AAPL Position: Q2 2026 in Review

MBE Wealth Management increased its Apple (AAPL) stake by 1.9% in Q2 2026, buying an estimated $33.5K and bringing the position to 6,288 shares worth $1.82M. The position accounts for 0.64% of the portfolio, ranked #27.

MBE Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.11M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MBE Wealth Management held 6,288 shares of Apple worth $1.82M as of Q2 2026.
  • MBE Wealth Management bought 117 Apple shares in Q2 2026, an estimated $33.5K.
  • Apple made up 0.64% of MBE Wealth Management's portfolio in Q2 2026, its #27 holding.
  • MBE Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • MBE Wealth Management's Apple position peaked at $2.11M in Q4 2021.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.