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Mindset Wealth Management’s Apple AAPL Stock Holding History

Mindset Wealth Management’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 		$55.9M Buy
220,358
+1,175
+0.5% +$306K 15.01% 2
2025
Q4 		$59.6M Sell
219,183
-584
-0.3% -$157K 15.62% 2
2025
Q3 		$56M Sell
219,767
-1,004
-0.5% -$227K 15.25% 2
2025
Q2 		$45.3M Sell
220,771
-156
-0.1% -$31.5K 14.83% 2
2025
Q1 		$49.1M Sell
220,927
-24,739
-10% -$5.73M 19.1% 2
2024
Q4 		$61.5M Buy
245,666
+18,765
+8% +$4.42M 22.49% 2
2024
Q3 		$52.9M Buy
+226,901
New +$50.7M 21.84% 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

Mindset Wealth Management's AAPL Position: Q1 2026 in Review

Mindset Wealth Management increased its Apple (AAPL) stake by 0.54% in Q1 2026, buying an estimated $306K and bringing the position to 220,358 shares worth $55.9M. The position accounts for 15.01% of the portfolio, ranked #2.

Mindset Wealth Management first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $61.5M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mindset Wealth Management held 220,358 shares of Apple worth $55.9M as of Q1 2026.
  • Mindset Wealth Management bought 1,175 Apple shares in Q1 2026, an estimated $306K.
  • Apple made up 15.01% of Mindset Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Mindset Wealth Management first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Apple position peaked at $61.5M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.