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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mittelman Wealth Management's AAPL Position: Q1 2026 in Review

Mittelman Wealth Management increased its Apple (AAPL) stake by 45% in Q1 2026, buying an estimated $162K and bringing the position to 2,013 shares worth $511K. The position accounts for 0.32% of the portfolio, ranked #36.

Mittelman Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.63M in Q2 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mittelman Wealth Management held 2,013 shares of Apple worth $511K as of Q1 2026.
  • Mittelman Wealth Management bought 623 Apple shares in Q1 2026, an estimated $162K.
  • Apple made up 0.32% of Mittelman Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Mittelman Wealth Management first reported a position in Apple in Q1 2024 and has held it in 6 quarters since.
  • Mittelman Wealth Management's Apple position peaked at $2.63M in Q2 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.