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Midland Wealth Advisors’s Apple AAPL Stock Holding History

Midland Wealth Advisors’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 		$13.4M Sell
52,942
-2,634
-5% -$686K 0.69% 20
2025
Q4 		$15.1M Sell
55,576
-7,293
-12% -$1.96M 0.79% 18
2025
Q3 		$16M Sell
62,869
-1,548
-2% -$350K 0.86% 17
2025
Q2 		$13.2M Buy
64,417
+11,102
+21% +$2.24M 0.73% 15
2025
Q1 		$11.8M Sell
53,315
-2,192
-4% -$508K 0.7% 14
2024
Q4 		$13.9M Sell
55,507
-3,416
-6% -$805K 0.84% 14
2024
Q3 		$13.7M Sell
58,923
-3,601
-6% -$804K 0.8% 15
2024
Q2 		$13.2M Sell
62,524
-635
-1% -$118K 0.78% 16
2024
Q1 		$10.8M Buy
63,159
+13,546
+27% +$2.46M 0.67% 15
2023
Q4 		$9.55M Buy
+49,613
New +$9.16M 0.65% 14

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

Midland Wealth Advisors's AAPL Position: Q1 2026 in Review

Midland Wealth Advisors reduced its Apple (AAPL) stake by 4.7% in Q1 2026, selling an estimated $686K and leaving 52,942 shares worth $13.4M. The position accounts for 0.69% of the portfolio, ranked #20.

Midland Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $16M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Midland Wealth Advisors held 52,942 shares of Apple worth $13.4M as of Q1 2026.
  • Midland Wealth Advisors sold 2,634 Apple shares in Q1 2026, an estimated $686K.
  • Apple made up 0.69% of Midland Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Midland Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Midland Wealth Advisors's Apple position peaked at $16M in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.