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Mittelman Wealth Management’s Apple AAPL Stock Holding History

Mittelman 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 		$549K Sell
805
-1,208
-60% -$346K 0.36% 34
2026
Q1 		$511K Buy
2,013
+623
+45% +$162K 0.32% 36
2025
Q4 		$378K Buy
1,390
+39
+3% +$10.5K 0.25% 38
2025
Q3 		$344K Sell
1,351
-112
-8% -$25.3K 0.23% 37
2025
Q2 		$300K Buy
+1,463
New +$295K 0.25% 32
2024
Q3 		– Sell
-12,481
Closed -$2.63M – 29
2024
Q2 		$2.63M Hold
12,481
– – 1.7% 12
2024
Q1 		$2.14M Buy
+12,481
New +$2.27M 1.45% 17

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Mittelman Wealth Management reduced its Apple (AAPL) stake by 60% in Q2 2026, selling an estimated $346K and leaving 805 shares worth $549K. The position accounts for 0.36% of the portfolio, ranked #34.

Mittelman Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.63M in Q2 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mittelman Wealth Management held 805 shares of Apple worth $549K as of Q2 2026.
  • Mittelman Wealth Management sold 1,208 Apple shares in Q2 2026, an estimated $346K.
  • Apple made up 0.36% of Mittelman Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Mittelman Wealth Management first reported a position in Apple in Q1 2024 and has held it in 7 quarters since.
  • Mittelman Wealth Management's Apple position peaked at $2.63M in Q2 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.