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MGO Private Wealth’s Apple AAPL Stock Holding History

MGO Private Wealth’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
Q1 		$552K Sell
2,174
-17,263
-89% -$4.49M 2.96% 8
2025
Q4 		$5.28M Sell
19,437
-89
-0.5% -$23.9K 3.27% 9
2025
Q3 		$4.97M Sell
19,526
-251
-1% -$56.7K 2.98% 10
2025
Q2 		$4.06M Sell
19,777
-1,684
-8% -$340K 2.6% 10
2025
Q1 		$4.77M Sell
21,461
-1,861
-8% -$431K 3.36% 9
2024
Q4 		$5.84M Sell
23,322
-787
-3% -$185K 4.16% 7
2024
Q3 		$5.62M Sell
24,109
-2,089
-8% -$467K 4% 8
2024
Q2 		$5.52M Sell
26,198
-546
-2% -$102K 3.47% 9
2024
Q1 		$4.59M Buy
26,744
+309
+1% +$56.2K 2.88% 12
2023
Q4 		$5.09M Sell
26,435
-580
-2% -$107K 3.5% 11
2023
Q3 		$4.63M Sell
27,015
-30
-0.1% -$5.5K 3.45% 11
2023
Q2 		$5.25M Sell
27,045
-983
-4% -$171K 3.95% 6
2023
Q1 		$4.62M Sell
28,028
-10,224
-27% -$1.51M 3.62% 7
2022
Q4 		$4.97M Sell
38,252
-1,125
-3% -$161K 2.27% 11
2022
Q3 		$5.44M Buy
+39,377
New +$6.18M 2.59% 10

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

MGO Private Wealth's AAPL Position: Q1 2026 in Review

MGO Private Wealth reduced its Apple (AAPL) stake by 89% in Q1 2026, selling an estimated $4.49M and leaving 2,174 shares worth $552K. The position accounts for 2.96% of the portfolio, ranked #8.

MGO Private Wealth first reported a position in AAPL in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.84M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • MGO Private Wealth held 2,174 shares of Apple worth $552K as of Q1 2026.
  • MGO Private Wealth sold 17,263 Apple shares in Q1 2026, an estimated $4.49M.
  • Apple made up 2.96% of MGO Private Wealth's portfolio in Q1 2026, its #8 holding.
  • MGO Private Wealth first reported a position in Apple in Q3 2022 and has held it in 15 quarters since.
  • MGO Private Wealth's Apple position peaked at $5.84M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.