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Mitchell & Pahl Private Wealth’s Apple AAPL Stock Holding History

Mitchell & Pahl Private Wealth’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 		$8.11M Sell
28,025
-131
-0.5% -$37.5K 2.98% 1
2026
Q1 		$7.15M Sell
28,156
-1,516
-5% -$395K 2.9% 1
2025
Q4 		$8.07M Sell
29,672
-317
-1% -$85.1K 3.35% 2
2025
Q3 		$7.64M Sell
29,989
-256
-0.8% -$57.8K 3.2% 3
2025
Q2 		$6.21M Buy
30,245
+565
+2% +$114K 2.74% 3
2025
Q1 		$6.59M Sell
29,680
-386
-1% -$89.4K 3.07% 1
2024
Q4 		$7.53M Buy
30,066
+141
+0.5% +$33.2K 3.52% 1
2024
Q3 		$6.97M Buy
29,925
+790
+3% +$176K 3.25% 1
2024
Q2 		$6.14M Sell
29,135
-302
-1% -$56.3K 3.24% 2
2024
Q1 		$5.05M Sell
29,437
-415
-1% -$75.5K 2.65% 2
2023
Q4 		$5.75M Sell
29,852
-2,836
-9% -$524K 3.26% 1
2023
Q3 		$5.6M Buy
32,688
+28
+0.1% +$5.13K 3.32% 1
2023
Q2 		$6.33M Sell
32,660
-331
-1% -$57.7K 3.82% 1
2023
Q1 		$5.44M Sell
32,991
-642
-2% -$94.7K 3.41% 1
2022
Q4 		$4.37M Sell
33,633
-194
-0.6% -$27.7K 2.87% 1
2022
Q3 		$4.67M Sell
33,827
-118
-0.3% -$18.5K 3.46% 1
2022
Q2 		$4.64M Buy
33,945
+527
+2% +$79.8K 3.23% 1
2022
Q1 		$5.83M Sell
33,418
-733
-2% -$123K 3.71% 1
2021
Q4 		$6.06M Sell
34,151
-73
-0.2% -$11.5K 3.89% 1
2021
Q3 		$4.84M Sell
34,224
-164
-0.5% -$24.1K 3.49% 1
2021
Q2 		$4.71M Sell
34,388
-116
-0.3% -$15K 3.37% 1
2021
Q1 		$4.21M Buy
34,504
+389
+1% +$49.9K 3.27% 1
2020
Q4 		$4.53M Buy
+34,115
New +$4.1M 3.81% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mitchell & Pahl Private Wealth's AAPL Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its Apple (AAPL) stake by 0.47% in Q2 2026, selling an estimated $37.5K and leaving 28,025 shares worth $8.11M. The position accounts for 2.98% of the portfolio, ranked #1.

Mitchell & Pahl Private Wealth first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 1,270 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 28,025 shares of Apple worth $8.11M as of Q2 2026.
  • Mitchell & Pahl Private Wealth sold 131 Apple shares in Q2 2026, an estimated $37.5K.
  • Apple made up 2.98% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 1,270 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.