MWM
AAPL icon

MGB Wealth Management’s Apple AAPL Stock Holding History

MGB 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
2025
Q4 		$7.72M Buy
28,373
+187
+0.7% +$50.2K 2.21% 8
2025
Q3 		$7.18M Sell
28,186
-682
-2% -$154K 2.03% 8
2025
Q2 		$5.91M Sell
28,868
-2,561
-8% -$517K 1.95% 8
2025
Q1 		$6.96M Buy
31,429
+319
+1% +$73.9K 2.52% 5
2024
Q4 		$7.8M Buy
31,110
+2,282
+8% +$538K 2.42% 7
2024
Q3 		$6.7M Sell
28,828
-2,518
-8% -$562K 2.43% 7
2024
Q2 		$7.21M Buy
31,346
+123
+0.4% +$22.9K 2.7% 6
2024
Q1 		$5.36M Sell
31,223
-585
-2% -$106K 2.18% 7
2023
Q4 		$6.13M Buy
+31,808
New +$5.87M 3.08% 4

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MGB Wealth Management's AAPL Position: Q4 2025 in Review

MGB Wealth Management increased its Apple (AAPL) stake by 0.66% in Q4 2025, buying an estimated $50.2K and bringing the position to 28,373 shares worth $7.72M. The position accounts for 2.21% of the portfolio, ranked #8.

MGB Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.8M in Q4 2024. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • MGB Wealth Management held 28,373 shares of Apple worth $7.72M as of Q4 2025.
  • MGB Wealth Management bought 187 Apple shares in Q4 2025, an estimated $50.2K.
  • Apple made up 2.21% of MGB Wealth Management's portfolio in Q4 2025, its #8 holding.
  • MGB Wealth Management first reported a position in Apple in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Apple position peaked at $7.8M in Q4 2024.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.