MFG
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Mendota Financial Group’s Apple AAPL Stock Holding History

Mendota Financial Group’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 		– Sell
-799
Closed -$217K – 33
2025
Q4 		$217K Sell
799
-337
-30% -$90.5K 0.16% 32
2025
Q3 		$289K Sell
1,136
-12
-1% -$2.71K 0.22% 30
2025
Q2 		$236K Sell
1,148
-116
-9% -$23.4K 0.22% 24
2025
Q1 		$281K Sell
1,264
-464
-27% -$107K 0.3% 19
2024
Q4 		$433K Sell
1,728
-583
-25% -$137K 0.28% 26
2024
Q3 		$538K Buy
2,311
+85
+4% +$19K 0.26% 30
2024
Q2 		$469K Sell
2,226
-25
-1% -$4.66K 0.25% 34
2024
Q1 		$386K Sell
2,251
-493
-18% -$89.6K 0.23% 44
2023
Q4 		$528K Buy
2,744
+1,479
+117% +$273K 0.41% 38
2023
Q3 		$217K Sell
1,265
-518
-29% -$95K 0.23% 33
2023
Q2 		$346K Buy
1,783
+1,239
+228% +$216K 0.39% 29
2023
Q1 		$95K Sell
544
-1,239
-69% -$183K 0.09% 97
2022
Q4 		$232K Buy
+1,783
New +$255K 0.3% 30

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mendota Financial Group's AAPL Position: Q1 2026 in Review

Mendota Financial Group sold out of Apple (AAPL) in Q1 2026, closing a stake of 799 shares — an estimated $217K sold.

Mendota Financial Group first reported a position in AAPL in Q4 2022 and held it in 13 quarters. The position peaked at $538K in Q3 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mendota Financial Group reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • Mendota Financial Group sold 799 Apple shares in Q1 2026, an estimated $217K.
  • Mendota Financial Group first reported a position in Apple in Q4 2022 and held it in 13 quarters.
  • Mendota Financial Group's Apple position peaked at $538K in Q3 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.