MFG
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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
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

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

Midwest Financial Group's AAPL Position: Q1 2026 in Review

Midwest Financial Group reduced its Apple (AAPL) stake by 0.43% in Q1 2026, selling an estimated $35.1K and leaving 31,075 shares worth $7.89M. The position accounts for 3.36% of the portfolio, ranked #6.

Midwest Financial Group first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.26M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Midwest Financial Group held 31,075 shares of Apple worth $7.89M as of Q1 2026.
  • Midwest Financial Group sold 135 Apple shares in Q1 2026, an estimated $35.1K.
  • Apple made up 3.36% of Midwest Financial Group's portfolio in Q1 2026, its #6 holding.
  • Midwest Financial Group first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
  • Midwest Financial Group's Apple position peaked at $9.26M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.