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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
Q2 		$74.2M Buy
256,358
+36,000
+16% +$10.3M 14.29% 2
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mindset Wealth Management's AAPL Position: Q2 2026 in Review

Mindset Wealth Management increased its Apple (AAPL) stake by 16% in Q2 2026, buying an estimated $10.3M and bringing the position to 256,358 shares worth $74.2M. The position accounts for 14.29% of the portfolio, ranked #2.

Mindset Wealth Management first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mindset Wealth Management held 256,358 shares of Apple worth $74.2M as of Q2 2026.
  • Mindset Wealth Management bought 36,000 Apple shares in Q2 2026, an estimated $10.3M.
  • Apple made up 14.29% of Mindset Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Mindset Wealth Management first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.