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MBL Wealth’s Apple AAPL Stock Holding History

MBL Wealth’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 		$26.5M Sell
91,740
-2,529
-3% -$723K 1.81% 15
2026
Q1 		$23.9M Sell
94,269
-8,288
-8% -$2.16M 1.81% 15
2025
Q4 		$27.9M Buy
102,557
+13,842
+16% +$3.72M 2.23% 11
2025
Q3 		$22.6M Sell
88,715
-1,289
-1% -$291K 1.97% 14
2025
Q2 		$18.5M Buy
90,004
+7
+0% +$1.41K 1.77% 15
2025
Q1 		$20M Buy
89,997
+1,810
+2% +$419K 2.02% 14
2024
Q4 		$22.1M Sell
88,187
-2,476
-3% -$584K 2.22% 13
2024
Q3 		$21.1M Sell
90,663
-9,955
-10% -$2.22M 2.27% 14
2024
Q2 		$21.2M Sell
100,618
-375
-0.4% -$69.9K 2.37% 12
2024
Q1 		$17.3M Buy
100,993
+128
+0.1% +$23.3K 1.96% 15
2023
Q4 		$19.4M Sell
100,865
-1,018
-1% -$188K 2.43% 12
2023
Q3 		$17.4M Buy
101,883
+418
+0.4% +$76.7K 2.46% 11
2023
Q2 		$19.7M Buy
101,465
+17,410
+21% +$3.03M 2.78% 9
2023
Q1 		$13.9M Buy
84,055
+45,828
+120% +$6.76M 2.17% 13
2022
Q4 		$4.97M Sell
38,227
-565
-1% -$80.7K 0.95% 24
2022
Q3 		$5.36M Buy
38,792
+915
+2% +$144K 1.16% 20
2022
Q2 		$5.18M Sell
37,877
-17
-0% -$2.57K 1.29% 21
2022
Q1 		$6.62M Buy
+37,894
New +$6.37M 1.61% 17
2021
Q3 		$5.16M Buy
+36,441
New +$5.36M 1.78% 18
2021
Q1 		$4.24M Buy
34,704
+3,293
+10% +$423K 1.48% 17
2020
Q4 		$4.17M Buy
+31,411
New +$3.78M 1.65% 18

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

MBL Wealth's AAPL Position: Q2 2026 in Review

MBL Wealth reduced its Apple (AAPL) stake by 2.7% in Q2 2026, selling an estimated $723K and leaving 91,740 shares worth $26.5M. The position accounts for 1.81% of the portfolio, ranked #15.

MBL Wealth first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $27.9M in Q4 2025. 3,892 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MBL Wealth held 91,740 shares of Apple worth $26.5M as of Q2 2026.
  • MBL Wealth sold 2,529 Apple shares in Q2 2026, an estimated $723K.
  • Apple made up 1.81% of MBL Wealth's portfolio in Q2 2026, its #15 holding.
  • MBL Wealth first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • MBL Wealth's Apple position peaked at $27.9M in Q4 2025.
  • 3,892 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.