MFA Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.43M | Sell |
32,606
-1,291
| -4% | -$369K | 1.61% | 19 |
|
|
2026
Q1 | $8.6M | Buy |
33,897
+1,018
| +3% | +$265K | 1.69% | 18 |
|
|
2025
Q4 | $8.94M | Sell |
32,879
-394
| -1% | -$106K | 1.89% | 18 |
|
|
2025
Q3 | $8.47M | Sell |
33,273
-307
| -0.9% | -$69.4K | 1.85% | 18 |
|
|
2025
Q2 | $6.89M | Sell |
33,580
-2,533
| -7% | -$512K | 1.62% | 19 |
|
|
2025
Q1 | $8.02M | Buy |
36,113
+1,680
| +5% | +$389K | 1.99% | 15 |
|
|
2024
Q4 | $8.62M | Buy |
34,433
+1,637
| +5% | +$386K | 2.21% | 13 |
|
|
2024
Q3 | $7.64M | Sell |
32,796
-18,067
| -36% | -$4.03M | 1.67% | 19 |
|
|
2024
Q2 | $10.7M | Buy |
50,863
+96
| +0.2% | +$17.9K | 2.34% | 14 |
|
|
2024
Q1 | $8.71M | Buy |
50,767
+1,152
| +2% | +$209K | 2.29% | 14 |
|
|
2023
Q4 | $9.55M | Buy |
49,615
+53
| +0.1% | +$9.79K | 2.69% | 12 |
|
|
2023
Q3 | $8.49M | Sell |
49,562
-1,117
| -2% | -$205K | 2.63% | 13 |
|
|
2023
Q2 | $9.83M | Sell |
50,679
-3,309
| -6% | -$577K | 3.09% | 13 |
|
|
2023
Q1 | $8.9M | Buy |
53,988
+80
| +0.1% | +$11.8K | 2.93% | 12 |
|
|
2022
Q4 | $7M | Sell |
53,908
-1,289
| -2% | -$184K | 2.54% | 13 |
|
|
2022
Q3 | $7.63M | Buy |
55,197
+3,287
| +6% | +$516K | 2.83% | 13 |
|
|
2022
Q2 | $7.1M | Buy |
51,910
+624
| +1% | +$94.5K | 2.59% | 13 |
|
|
2022
Q1 | $8.96M | Sell |
51,286
-6,956
| -12% | -$1.17M | 2.86% | 14 |
|
|
2021
Q4 | $10.3M | Sell |
58,242
-642
| -1% | -$101K | 4.38% | 5 |
|
|
2021
Q3 | $8.33M | Buy |
58,884
+698
| +1% | +$103K | 3.83% | 10 |
|
|
2021
Q2 | $7.97M | Sell |
58,186
-2,996
| -5% | -$388K | 3.6% | 10 |
|
|
2021
Q1 | $7.43M | Buy |
61,182
+7,035
| +13% | +$903K | 3.6% | 7 |
|
|
2020
Q4 | $7.18M | Buy |
54,147
+1,523
| +3% | +$183K | 6.4% | 5 |
|
|
2020
Q3 | $6.09M | Sell |
52,624
-1,976
| -4% | -$216K | 6.48% | 4 |
|
|
2020
Q2 | $4.98M | Sell |
54,600
-9,216
| -14% | -$714K | 3.22% | 11 |
|
|
2020
Q1 | $4.08M | Buy |
63,816
+48,524
| +317% | +$3.57M | 3.96% | 10 |
|
|
2019
Q4 | $1.12M | Buy |
15,292
+556
| +4% | +$35.8K | 0.82% | 20 |
|
|
2019
Q3 | $825K | Buy |
14,736
+4,044
| +38% | +$211K | 0.67% | 25 |
|
|
2019
Q2 | $529K | Buy |
10,692
+1,036
| +11% | +$50.5K | 0.4% | 30 |
|
|
2019
Q1 | $458K | Buy |
9,656
+4,284
| +80% | +$182K | 0.3% | 44 |
|
|
2018
Q4 | $212K | Sell |
5,372
-19,468
| -78% | -$944K | 0.21% | 38 |
|
|
2018
Q3 | $1.19M | Buy |
24,840
+40
| +0.2% | +$2.08K | 0.89% | 25 |
|
|
2018
Q2 | $1.3M | Buy |
24,800
+148
| +0.6% | +$6.71K | 0.85% | 23 |
|
|
2018
Q1 | $1.14M | Sell |
24,652
-1,192
| -5% | -$51.3K | 0.86% | 24 |
|
|
2017
Q4 | $1.07M | Buy |
+25,844
| New | +$1.08M | 0.73% | 26 |
|
Other funds holding AAPL
MFA Wealth Advisors's AAPL Position: Q2 2026 in Review
MFA Wealth Advisors reduced its Apple (AAPL) stake by 3.8% in Q2 2026, selling an estimated $369K and leaving 32,606 shares worth $9.43M. The position accounts for 1.61% of the portfolio, ranked #19.
MFA Wealth Advisors first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.7M in Q2 2024. 2,950 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- MFA Wealth Advisors held 32,606 shares of Apple worth $9.43M as of Q2 2026.
- MFA Wealth Advisors sold 1,291 Apple shares in Q2 2026, an estimated $369K.
- Apple made up 1.61% of MFA Wealth Advisors's portfolio in Q2 2026, its #19 holding.
- MFA Wealth Advisors first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- MFA Wealth Advisors's Apple position peaked at $10.7M in Q2 2024.
- 2,950 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.