Midwest Heritage Bank’s Apple AAPL Stock Holding History

Midwest Heritage Bank’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	$326K	Hold	1,125	–	–	0.09%	44
2026 Q1	$286K	Hold	1,125	–	–	0.09%	43
2025 Q4	$306K	Sell	1,125 -19	-2%	-$5.1K	0.11%	45
2025 Q3	$291K	Hold	1,144	–	–	0.1%	48
2025 Q2	$235K	Sell	1,144 -40	-3%	-$8.08K	0.09%	52
2025 Q1	$263K	Buy	1,184 +29	+3%	+$6.72K	0.11%	49
2024 Q4	$289K	Sell	1,155 -5	-0.4%	-$1.18K	0.13%	45
2024 Q3	$270K	Sell	1,160 -335	-22%	-$74.8K	0.13%	47
2024 Q2	$315K	Buy	+1,495	New	+$279K	0.16%	41
2024 Q1	–	Sell	-1,239	Closed	-$238K	–	55
2023 Q4	$238K	Sell	1,239 -11	-0.9%	-$2.03K	0.16%	48
2023 Q3	$214K	Hold	1,250	–	–	0.16%	47
2023 Q2	$242K	Buy	+1,250	New	+$218K	0.18%	45
2022 Q2	–	Sell	-1,233	Closed	-$215K	–	67
2022 Q1	$215K	Buy	+1,233	New	+$207K	0.17%	60

Other funds holding AAPL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Midwest Heritage Bank's AAPL Position: Q2 2026 in Review

Midwest Heritage Bank held its Apple (AAPL) position steady in Q2 2026 at 1,125 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #44.

Midwest Heritage Bank first reported a position in AAPL in Q1 2022 and has held it in 13 quarters since. 3,653 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Midwest Heritage Bank held 1,125 shares of Apple worth $326K as of Q2 2026.
Midwest Heritage Bank left its Apple share count unchanged in Q2 2026.
Apple made up 0.09% of Midwest Heritage Bank's portfolio in Q2 2026, its #44 holding.
Midwest Heritage Bank first reported a position in Apple in Q1 2022 and has held it in 13 quarters since.
3,653 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.