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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 		– Hold
0
– – – 290
2026
Q1 		– Hold
0
– -$408K – 336
2025
Q4 		– Hold
0
– – – 205
2025
Q3 		– Hold
0
– – – 97
2025
Q2 		– Hold
0
– – – 99
2024
Q3 		– Hold
0
– -$695K – 209
2024
Q2 		– Hold
0
– – – 110
2024
Q1 		– Hold
0
– – – 129
2023
Q4 		– Hold
0
– – – 123
2023
Q3 		– Hold
0
– – – 117
2023
Q2 		– Hold
0
– – – 125
2023
Q1 		– Hold
0
– – – 123
2022
Q4 		– Hold
0
– – – 152

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 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. 2,366 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.
  • 2,366 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.