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 Q3	$3.3M	Buy	9,921 +4	+0%	+$1.28K	2.4%	7
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MFG Wealth Management's AAPL Position: Q3 2026 in Review

MFG Wealth Management increased its Apple (AAPL) stake by 0.04% in Q3 2026, buying an estimated $1.28K and bringing the position to 9,921 shares worth $3.3M. The position accounts for 2.4% of the portfolio, ranked #7.

MFG Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.46M in Q4 2024. 1,626 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

MFG Wealth Management held 9,921 shares of Apple worth $3.3M as of Q3 2026.
MFG Wealth Management bought 4 Apple shares in Q3 2026, an estimated $1.28K.
Apple made up 2.4% of MFG Wealth Management's portfolio in Q3 2026, its #7 holding.
MFG Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
MFG Wealth Management's Apple position peaked at $4.46M in Q4 2024.
1,626 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.