MFA Wealth Services’s Apple AAPL Stock Holding History

MFA Wealth Services’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	$3.15M	Buy	10,869 +77	+0.7%	+$22K	1.88%	10
2026 Q1	$2.74M	Sell	10,792 -41	-0.4%	-$10.7K	1.81%	10
2025 Q4	$2.95M	Sell	10,833 -530	-5%	-$142K	1.99%	10
2025 Q3	$2.89M	Sell	11,363 -100	-0.9%	-$22.6K	2%	10
2025 Q2	$2.35M	Sell	11,463 -327	-3%	-$66K	1.77%	14
2025 Q1	$2.62M	Sell	11,790 -951	-7%	-$220K	2.15%	8
2024 Q4	$3.19M	Buy	+12,741	New	+$3M	2.56%	7

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

MFA Wealth Services's AAPL Position: Q2 2026 in Review

MFA Wealth Services increased its Apple (AAPL) stake by 0.71% in Q2 2026, buying an estimated $22K and bringing the position to 10,869 shares worth $3.15M. The position accounts for 1.88% of the portfolio, ranked #10.

MFA Wealth Services first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.19M in Q4 2024. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

MFA Wealth Services held 10,869 shares of Apple worth $3.15M as of Q2 2026.
MFA Wealth Services bought 77 Apple shares in Q2 2026, an estimated $22K.
Apple made up 1.88% of MFA Wealth Services's portfolio in Q2 2026, its #10 holding.
MFA Wealth Services first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's Apple position peaked at $3.19M in Q4 2024.
1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.