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Mirabella Financial Services’s Apple AAPL Stock Holding History

Mirabella Financial Services’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 		$295K Buy
+1,164
New +$303K 0.03% 509
2025
Q4 		– Sell
-92,027
Closed -$23.4M – 664
2025
Q3 		$23.4M Buy
92,027
+49,930
+119% +$11.3M 2.03% 9
2025
Q2 		$8.67M Sell
42,097
-774,979
-95% -$157M 0.89% 26
2025
Q1 		$182M Buy
817,076
+704,944
+629% +$163M 3.67% 4
2024
Q4 		$28.1M Buy
112,132
+110,118
+5,468% +$26M 2.56% 7
2024
Q3 		$469K Sell
2,014
-52,918
-96% -$11.8M 0.03% 139
2024
Q2 		$11.6M Sell
54,932
-26,694
-33% -$4.98M 0.84% 29
2024
Q1 		$14M Buy
81,626
+23,141
+40% +$4.21M 1.01% 21
2023
Q4 		$11.3M Buy
58,485
+55,694
+1,995% +$10.3M 1.5% 10
2023
Q3 		$478K Sell
2,791
-63,288
-96% -$11.6M 0.07% 228
2023
Q2 		$12.8M Buy
66,079
+26,977
+69% +$4.7M 1.4% 5
2023
Q1 		$6.45M Buy
39,102
+33,502
+598% +$4.94M 0.98% 28
2022
Q4 		$728K Buy
+5,600
New +$800K 0.07% 162
2022
Q2 		– Sell
-10,541
Closed -$1.84M – 445
2022
Q1 		$1.84M Buy
+10,541
New +$1.77M 0.2% 99
2021
Q2 		– Hold
0
– – – 204
2021
Q1 		– Sell
-68,120
Closed -$9.04M – 262
2020
Q4 		$9.04M Buy
+68,120
New +$8.19M 1.13% 16
2020
Q2 		– Sell
-21,008
Closed -$1.34M – 166
2020
Q1 		$1.34M Sell
21,008
-18,992
-47% -$1.4M 0.77% 36
2019
Q4 		$2.94M Buy
+40,000
New +$2.57M 0.53% 50

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

Mirabella Financial Services's AAPL Position: Q1 2026 in Review

Mirabella Financial Services opened a new position in Apple (AAPL) in Q1 2026: 1,164 shares worth $295K. The stake represents 0.03% of the portfolio and ranks #509 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in AAPL as recently as Q3 2025.

Mirabella Financial Services first reported a position in AAPL in Q4 2019 and has held it in 17 quarters since. The position peaked at $182M in Q1 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mirabella Financial Services held 1,164 shares of Apple worth $295K as of Q1 2026.
  • Apple was a new Mirabella Financial Services position in Q1 2026.
  • Apple made up 0.03% of Mirabella Financial Services's portfolio in Q1 2026, its #509 holding.
  • Mirabella Financial Services first reported a position in Apple in Q4 2019 and has held it in 17 quarters since.
  • Mirabella Financial Services's Apple position peaked at $182M in Q1 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.