MFF
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Michels Family Financial’s Apple AAPL Stock Holding History

Michels Family Financial’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 		$1.72M Buy
5,944
+214
+4% +$61.2K 1.1% 23
2026
Q1 		$1.45M Buy
5,730
+153
+3% +$39.8K 1.05% 24
2025
Q4 		$1.52M Buy
5,577
+511
+10% +$137K 1.11% 24
2025
Q3 		$1.29M Buy
5,066
+266
+6% +$60.1K 1% 26
2025
Q2 		$985K Sell
4,800
-482
-9% -$97.3K 0.84% 35
2025
Q1 		$1.17M Buy
5,282
+450
+9% +$104K 1.06% 24
2024
Q4 		$1.21M Buy
+4,832
New +$1.14M 1.11% 22

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Michels Family Financial's AAPL Position: Q2 2026 in Review

Michels Family Financial increased its Apple (AAPL) stake by 3.7% in Q2 2026, buying an estimated $61.2K and bringing the position to 5,944 shares worth $1.72M. The position accounts for 1.1% of the portfolio, ranked #23.

Michels Family Financial first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Michels Family Financial held 5,944 shares of Apple worth $1.72M as of Q2 2026.
  • Michels Family Financial bought 214 Apple shares in Q2 2026, an estimated $61.2K.
  • Apple made up 1.1% of Michels Family Financial's portfolio in Q2 2026, its #23 holding.
  • Michels Family Financial first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.