Mission Wealth Management’s Apple AAPL Stock Holding History

Mission 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
2024 Q4	–	Hold	0	–	-$163K	–	660
2024 Q3	–	Hold	0	–	–	–	649
2024 Q2	–	Hold	0	–	–	–	643
2024 Q1	–	Hold	0	–	–	–	243
2023 Q4	–	Hold	0	–	–	–	572
2023 Q3	–	Hold	0	–	–	–	537
2023 Q2	–	Hold	0	–	–	–	543
2023 Q1	–	Hold	0	–	–	–	528
2022 Q4	–	Hold	0	–	–	–	504
2022 Q3	–	Hold	0	–	–	–	478
2022 Q2	–	Sell	-1,500	Closed	-$227K	–	487
2022 Q1	$262K	Sell	1,500 -1,500	-50%	-$252K	0.01%	452
2021 Q4	$533K	Buy	3,000 +1,000	+50%	+$158K	0.02%	294
2021 Q3	$283K	Buy	+2,000	New	+$294K	0.01%	422

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.