Mission Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $227M | Sell |
895,665
-41,575
| -4% | -$10.8M | 4.67% | 5 |
|
|
2025
Q4 | $255M | Sell |
937,240
-18,742
| -2% | -$5.03M | 5.08% | 5 |
|
|
2025
Q3 | $243M | Sell |
955,982
-49,683
| -5% | -$11.2M | 4.83% | 5 |
|
|
2025
Q2 | $206M | Buy |
1,005,665
+109,565
| +12% | +$22.1M | 4.41% | 6 |
|
|
2025
Q1 | $199M | Buy |
896,100
+61,175
| +7% | +$14.2M | 4.89% | 5 |
|
|
2024
Q4 | $209M | Buy |
834,925
+28,471
| +4% | +$6.71M | 4.87% | 6 |
|
|
2024
Q3 | $188M | Buy |
806,454
+32,384
| +4% | +$7.23M | 4.55% | 6 |
|
|
2024
Q2 | $163M | Buy |
774,070
+19,488
| +3% | +$3.63M | 4.32% | 6 |
|
|
2024
Q1 | $129M | Buy |
754,582
+146,143
| +24% | +$26.6M | 3.4% | 7 |
|
|
2023
Q4 | $117M | Buy |
608,439
+19,602
| +3% | +$3.62M | 3.8% | 6 |
|
|
2023
Q3 | $101M | Buy |
588,837
+7,616
| +1% | +$1.4M | 3.76% | 6 |
|
|
2023
Q2 | $113M | Buy |
581,221
+44,292
| +8% | +$7.72M | 4.26% | 6 |
|
|
2023
Q1 | $88.5M | Buy |
536,929
+10,006
| +2% | +$1.48M | 3.71% | 6 |
|
|
2022
Q4 | $68.5M | Buy |
526,923
+6,234
| +1% | +$891K | 3.27% | 6 |
|
|
2022
Q3 | $72M | Buy |
520,689
+25,804
| +5% | +$4.05M | 3.81% | 5 |
|
|
2022
Q2 | $67.7M | Buy |
494,885
+429
| +0.1% | +$65K | 3.56% | 7 |
|
|
2022
Q1 | $86.3M | Buy |
494,456
+59,057
| +14% | +$9.93M | 3.99% | 5 |
|
|
2021
Q4 | $77.3M | Sell |
435,399
-15,417
| -3% | -$2.44M | 3.48% | 6 |
|
|
2021
Q3 | $63.8M | Buy |
450,816
+36,048
| +9% | +$5.31M | 3.25% | 7 |
|
|
2021
Q2 | $56.8M | Buy |
414,768
+17,700
| +4% | +$2.29M | 3.01% | 7 |
|
|
2021
Q1 | $48.5M | Sell |
397,068
-41,939
| -10% | -$5.38M | 2.81% | 11 |
|
|
2020
Q4 | $58.3M | Sell |
439,007
-4,385
| -1% | -$527K | 3.64% | 8 |
|
|
2020
Q3 | $51.3M | Buy |
443,392
+22,396
| +5% | +$2.44M | 3.85% | 9 |
|
|
2020
Q2 | $38.4M | Buy |
420,996
+33,404
| +9% | +$2.59M | 3.31% | 12 |
|
|
2020
Q1 | $24.6M | Sell |
387,592
-31,268
| -7% | -$2.3M | 2.72% | 13 |
|
|
2019
Q4 | $30.8M | Buy |
418,860
+9,796
| +2% | +$630K | 2.96% | 12 |
|
|
2019
Q3 | $22.9M | Buy |
409,064
+12,976
| +3% | +$678K | 2.45% | 13 |
|
|
2019
Q2 | $19.6M | Sell |
396,088
-20,648
| -5% | -$1.01M | 2.2% | 13 |
|
|
2019
Q1 | $19.8M | Sell |
416,736
-16,924
| -4% | -$718K | 2.3% | 12 |
|
|
2018
Q4 | $17.1M | Buy |
433,660
+19,604
| +5% | +$950K | 2.23% | 13 |
|
|
2018
Q3 | $23.4M | Sell |
414,056
-492
| -0.1% | -$25.6K | 3.08% | 11 |
|
|
2018
Q2 | $19.2M | Buy |
414,548
+38,852
| +10% | +$1.76M | 2.83% | 11 |
|
|
2018
Q1 | $15.8M | Buy |
375,696
+49,472
| +15% | +$2.13M | 2.54% | 12 |
|
|
2017
Q4 | $13.8M | Buy |
326,224
+3,460
| +1% | +$145K | 2.36% | 12 |
|
|
2017
Q3 | $12.4M | Sell |
322,764
-1,856
| -0.6% | -$72K | 2.28% | 13 |
|
|
2017
Q2 | $11.7M | Buy |
324,620
+1,320
| +0.4% | +$48.8K | 2.22% | 13 |
|
|
2017
Q1 | $11.6M | Sell |
323,300
-580
| -0.2% | -$19.1K | 2.26% | 13 |
|
|
2016
Q4 | $9.38M | Buy |
323,880
+13,612
| +4% | +$386K | 1.87% | 14 |
|
|
2016
Q3 | $8.77M | Buy |
310,268
+48,560
| +19% | +$1.29M | 2.12% | 12 |
|
|
2016
Q2 | $6.25M | Buy |
261,708
+16,532
| +7% | +$411K | 1.66% | 13 |
|
|
2016
Q1 | $6.68M | Buy |
245,176
+54,792
| +29% | +$1.37M | 1.8% | 13 |
|
|
2015
Q4 | $5.01M | Buy |
190,384
+13,336
| +8% | +$381K | 1.41% | 16 |
|
|
2015
Q3 | $4.88M | Buy |
177,048
+6,036
| +4% | +$177K | 1.48% | 16 |
|
|
2015
Q2 | $5.32M | Buy |
+171,012
| New | +$5.47M | 1.82% | 15 |
|
Other funds holding AAPL
VCM
VPM
Mission Wealth Management's AAPL Position: Q1 2026 in Review
Mission Wealth Management reduced its Apple (AAPL) stake by 4.4% in Q1 2026, selling an estimated $10.8M and leaving 895,665 shares worth $227M. The position accounts for 4.67% of the portfolio, ranked #5.
Mission Wealth Management first reported a position in AAPL in Q2 2015 and has held it in 44 quarters since. The position peaked at $255M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Mission Wealth Management held 895,665 shares of Apple worth $227M as of Q1 2026.
- Mission Wealth Management sold 41,575 Apple shares in Q1 2026, an estimated $10.8M.
- Apple made up 4.67% of Mission Wealth Management's portfolio in Q1 2026, its #5 holding.
- Mission Wealth Management first reported a position in Apple in Q2 2015 and has held it in 44 quarters since.
- Mission Wealth Management's Apple position peaked at $255M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.