Mechanics Financial Corp’s Apple AAPL Stock Holding History

Mechanics Financial Corp’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 Q1	$14.4M	Sell	56,932 -930	-2%	-$242K	6.05%	3
2025 Q4	$15.7M	Sell	57,862 -131	-0.2%	-$35.2K	5.81%	3
2025 Q3	$14.8M	Sell	57,993 -381	-0.7%	-$86.1K	5.59%	3
2025 Q2	$12M	Sell	58,374 -432	-0.7%	-$87.2K	5.09%	3
2025 Q1	$13.1M	Sell	58,806 -414	-0.7%	-$95.9K	5.93%	3
2024 Q4	$14.8M	Sell	59,220 -195	-0.3%	-$46K	6.66%	2
2024 Q3	$13.8M	Sell	59,415 -4,984	-8%	-$1.11M	6.06%	3
2024 Q2	$13.6M	Sell	64,399 -1,284	-2%	-$239K	6.97%	3
2024 Q1	$11.3M	Sell	65,683 -94	-0.1%	-$17.1K	5.86%	4
2023 Q4	$12.7M	Sell	65,777 -2,633	-4%	-$486K	7.13%	4
2023 Q3	$11.7M	Sell	68,410 -580	-0.8%	-$106K	6.44%	4
2023 Q2	$13.4M	Sell	68,990 -2,989	-4%	-$521K	7.27%	4
2023 Q1	$11.9M	Sell	71,979 -400	-0.6%	-$59K	6.9%	4
2022 Q4	$9.4M	Sell	72,379 -395	-0.5%	-$56.5K	5.61%	4
2022 Q3	$10.1M	Sell	72,774 -777	-1%	-$122K	6.56%	4
2022 Q2	$10.1M	Buy	73,551 +75	+0.1%	+$11.4K	6.04%	4
2022 Q1	$12.8M	Sell	73,476 -590	-0.8%	-$99.2K	6.59%	4
2021 Q4	$13.2M	Buy	+74,066	New	+$11.7M	6.22%	4

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mechanics Financial Corp's AAPL Position: Q1 2026 in Review

Mechanics Financial Corp reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $242K and leaving 56,932 shares worth $14.4M. The position accounts for 6.05% of the portfolio, ranked #3.

Mechanics Financial Corp first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.7M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Mechanics Financial Corp held 56,932 shares of Apple worth $14.4M as of Q1 2026.
Mechanics Financial Corp sold 930 Apple shares in Q1 2026, an estimated $242K.
Apple made up 6.05% of Mechanics Financial Corp's portfolio in Q1 2026, its #3 holding.
Mechanics Financial Corp first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's Apple position peaked at $15.7M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.