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MJT & Associates Financial Advisory’s Apple AAPL Stock Holding History

MJT & Associates Financial Advisory’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 		$203K Sell
701
-16
-2% -$4.58K 0.13% 40
2026
Q1 		$182K Hold
717
– – 0.13% 42
2025
Q4 		$195K Sell
717
-50
-7% -$13.4K 0.15% 42
2025
Q3 		$195K Buy
767
+28
+4% +$6.33K 0.16% 38
2025
Q2 		$152K Buy
739
+16
+2% +$3.23K 0.19% 51
2025
Q1 		$161K Buy
+723
New +$167K 0.15% 55

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

MJT & Associates Financial Advisory's AAPL Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $4.58K and leaving 701 shares worth $203K. The position accounts for 0.13% of the portfolio, ranked #40.

MJT & Associates Financial Advisory first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 1,858 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MJT & Associates Financial Advisory held 701 shares of Apple worth $203K as of Q2 2026.
  • MJT & Associates Financial Advisory sold 16 Apple shares in Q2 2026, an estimated $4.58K.
  • Apple made up 0.13% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #40 holding.
  • MJT & Associates Financial Advisory first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.