MBL Wealth
AAPL icon

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
Q3 		– Hold
0
– – – 546
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

MBL Wealth's AAPL Position: Q3 2026 in Review

MBL Wealth increased its Apple (AAPL) stake by 1.1% in Q3 2026, buying an estimated $311K and bringing the position to 92,707 shares worth $30.9M. The position accounts for 1.85% of the portfolio, ranked #11.

MBL Wealth first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 5,230 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • MBL Wealth held 92,707 shares of Apple worth $30.9M as of Q3 2026.
  • MBL Wealth bought 967 Apple shares in Q3 2026, an estimated $311K.
  • Apple made up 1.85% of MBL Wealth's portfolio in Q3 2026, its #11 holding.
  • MBL Wealth first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 5,230 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.