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Mezzasalma Advisors’s Apple AAPL Stock Holding History

Mezzasalma Advisors’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 		$27.1M Sell
93,718
-1,713
-2% -$490K 5.44% 3
2026
Q1 		$24.2M Buy
95,431
+1,640
+2% +$427K 6.19% 3
2025
Q4 		$25.4M Buy
93,791
+6,657
+8% +$1.79M 6.11% 4
2025
Q3 		$22.2M Buy
87,134
+29
+0% +$6.55K 5.68% 4
2025
Q2 		$17.9M Sell
87,105
-224
-0.3% -$45.2K 5.37% 4
2025
Q1 		$19.4M Sell
87,329
-876
-1% -$203K 6.7% 2
2024
Q4 		$22.1M Buy
88,205
+5,976
+7% +$1.41M 7.12% 3
2024
Q3 		$19.2M Buy
82,229
+217
+0.3% +$48.5K 7.55% 3
2024
Q2 		$17.3M Sell
82,012
-3,309
-4% -$617K 7.41% 2
2024
Q1 		$14.6M Sell
85,321
-565
-0.7% -$103K 6.92% 3
2023
Q4 		$16.5M Sell
85,886
-284
-0.3% -$52.4K 9.02% 2
2023
Q3 		$14.8M Buy
86,170
+1,149
+1% +$211K 9.1% 2
2023
Q2 		$16.5M Buy
85,021
+996
+1% +$174K 10% 2
2023
Q1 		$13.9M Sell
84,025
-509
-0.6% -$75.1K 9.8% 2
2022
Q4 		$11M Buy
84,534
+4,893
+6% +$699K 9.58% 2
2022
Q3 		$11M Buy
79,641
+860
+1% +$135K 8.75% 2
2022
Q2 		$10.8M Buy
78,781
+5,883
+8% +$891K 9.1% 2
2022
Q1 		$12.7M Sell
72,898
-1,112
-2% -$187K 7.93% 2
2021
Q4 		$13.1M Buy
74,010
+2,670
+4% +$422K 7.05% 2
2021
Q3 		$10.1M Buy
71,340
+4,050
+6% +$596K 5.67% 3
2021
Q2 		$9.22M Buy
67,290
+76
+0.1% +$9.85K 5.08% 3
2021
Q1 		$8.21M Buy
67,214
+5,285
+9% +$678K 5.26% 3
2020
Q4 		$8.22M Buy
+61,929
New +$7.45M 5.26% 2

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mezzasalma Advisors's AAPL Position: Q2 2026 in Review

Mezzasalma Advisors reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $490K and leaving 93,718 shares worth $27.1M. The position accounts for 5.44% of the portfolio, ranked #3.

Mezzasalma Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mezzasalma Advisors held 93,718 shares of Apple worth $27.1M as of Q2 2026.
  • Mezzasalma Advisors sold 1,713 Apple shares in Q2 2026, an estimated $490K.
  • Apple made up 5.44% of Mezzasalma Advisors's portfolio in Q2 2026, its #3 holding.
  • Mezzasalma Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.