Midwest Financial Group
AAPL icon

Midwest Financial Group’s Apple AAPL Stock Holding History

Midwest Financial Group’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 		$10.2M Sell
30,530
-13
-0% -$4.18K 3.44% 6
2026
Q2 		$8.84M Sell
30,543
-532
-2% -$152K 3.1% 7
2026
Q1 		$7.89M Sell
31,075
-135
-0.4% -$35.1K 3.36% 6
2025
Q4 		$8.48M Sell
31,210
-348
-1% -$93.4K 3.75% 6
2025
Q3 		$8.04M Sell
31,558
-38
-0.1% -$8.58K 3.83% 5
2025
Q2 		$6.48M Sell
31,596
-4,200
-12% -$848K 3.41% 5
2025
Q1 		$7.95M Sell
35,796
-1,170
-3% -$271K 4.62% 4
2024
Q4 		$9.26M Sell
36,966
-1,151
-3% -$271K 5.32% 3
2024
Q3 		$8.88M Sell
38,117
-416
-1% -$92.9K 5.22% 3
2024
Q2 		$8.12M Buy
38,533
+341
+0.9% +$63.6K 5.16% 3
2024
Q1 		$6.55M Buy
38,192
+1,561
+4% +$284K 4.4% 4
2023
Q4 		$7.05M Buy
36,631
+359
+1% +$66.3K 5.26% 2
2023
Q3 		$6.21M Buy
36,272
+1,749
+5% +$321K 5.26% 2
2023
Q2 		$6.7M Sell
34,523
-1,417
-4% -$247K 5.68% 2
2023
Q1 		$5.93M Buy
+35,940
New +$5.3M 5.46% 2

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Midwest Financial Group's AAPL Position: Q3 2026 in Review

Midwest Financial Group reduced its Apple (AAPL) stake by 0.04% in Q3 2026, selling an estimated $4.18K and leaving 30,530 shares worth $10.2M. The position accounts for 3.44% of the portfolio, ranked #6.

Midwest Financial Group first reported a position in AAPL in Q1 2023 and has held it in 15 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Midwest Financial Group held 30,530 shares of Apple worth $10.2M as of Q3 2026.
  • Midwest Financial Group sold 13 Apple shares in Q3 2026, an estimated $4.18K.
  • Apple made up 3.44% of Midwest Financial Group's portfolio in Q3 2026, its #6 holding.
  • Midwest Financial Group first reported a position in Apple in Q1 2023 and has held it in 15 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.