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MFG Wealth Management’s Apple AAPL Stock Holding History

MFG Wealth Management’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 		$2.87M Sell
9,917
-85
-0.8% -$24.3K 2.05% 17
2026
Q1 		$2.54M Sell
10,002
-5,372
-35% -$1.4M 2.1% 15
2025
Q4 		$4.18M Sell
15,374
-387
-2% -$104K 3.26% 1
2025
Q3 		$4.01M Buy
15,761
+2,337
+17% +$528K 3.03% 3
2025
Q2 		$2.75M Buy
13,424
+1,009
+8% +$204K 2.32% 18
2025
Q1 		$2.76M Sell
12,415
-5,403
-30% -$1.25M 2.63% 7
2024
Q4 		$4.46M Buy
+17,818
New +$4.2M 4.09% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

MFG Wealth Management's AAPL Position: Q2 2026 in Review

MFG Wealth Management reduced its Apple (AAPL) stake by 0.85% in Q2 2026, selling an estimated $24.3K and leaving 9,917 shares worth $2.87M. The position accounts for 2.05% of the portfolio, ranked #17.

MFG Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.46M in Q4 2024. 1,348 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MFG Wealth Management held 9,917 shares of Apple worth $2.87M as of Q2 2026.
  • MFG Wealth Management sold 85 Apple shares in Q2 2026, an estimated $24.3K.
  • Apple made up 2.05% of MFG Wealth Management's portfolio in Q2 2026, its #17 holding.
  • MFG Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • MFG Wealth Management's Apple position peaked at $4.46M in Q4 2024.
  • 1,348 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.