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
2026 Q2	–	Sell	-94,900	Closed	-$27.1M	–	25
2026 Q1	$24.1M	Buy	94,900 +10,800	+13%	+$2.81M	0.5%	35
2025 Q4	$22.9M	Sell	84,100 -91,100	-52%	-$24.5M	0.46%	37
2025 Q3	$44.6M	Buy	+175,200	New	+$39.6M	0.89%	19
2025 Q2	–	Hold	0	–	–	–	52
2025 Q1	–	Hold	0	–	–	–	46
2024 Q4	–	Hold	0	–	–	–	57
2024 Q3	–	Hold	0	–	–	–	53
2024 Q2	–	Hold	0	–	–	–	38
2024 Q1	–	Hold	0	–	–	–	70
2023 Q4	–	Hold	0	–	–	–	57
2023 Q3	–	Hold	0	–	–	–	64
2023 Q2	–	Hold	0	–	–	–	61
2023 Q1	–	Hold	0	–	–	–	69
2022 Q4	–	Hold	0	–	–	–	78
2022 Q3	–	Hold	0	–	–	–	87
2022 Q2	–	Sell	-10,500	Closed	-$1.59M	–	121
2022 Q1	$1.83M	Hold	10,500	–	–	0.08%	121
2021 Q4	$1.86M	Sell	10,500 -12,500	-54%	-$1.98M	0.08%	123
2021 Q3	$3.25M	Buy	+23,000	New	+$3.39M	0.17%	73

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Mission Wealth Management increased its Apple (AAPL) stake by 35% in Q2 2026, buying an estimated $90.5M and bringing the position to 1,211,951 shares worth $351M. The position accounts for 4.29% of the portfolio, ranked #5.

Mission Wealth Management first reported a position in AAPL in Q2 2015 and has held it in 45 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Mission Wealth Management held 1,211,951 shares of Apple worth $351M as of Q2 2026.
Mission Wealth Management bought 316,286 Apple shares in Q2 2026, an estimated $90.5M.
Apple made up 4.29% of Mission Wealth Management's portfolio in Q2 2026, its #5 holding.
Mission Wealth Management first reported a position in Apple in Q2 2015 and has held it in 45 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.