MAM
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MMA Asset Management’s Apple AAPL Stock Holding History

MMA Asset 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 		$3.31M Buy
11,446
+104
+0.9% +$29.7K 1.05% 26
2026
Q1 		$2.88M Buy
11,342
+797
+8% +$207K 1.01% 26
2025
Q4 		$2.87M Sell
10,545
-1,867
-15% -$501K 1.02% 27
2025
Q3 		$3.16M Buy
12,412
+3,862
+45% +$872K 1.05% 25
2025
Q2 		$1.75M Sell
8,550
-41
-0.5% -$8.28K 0.67% 32
2025
Q1 		$1.91M Sell
8,591
-95
-1% -$22K 0.8% 25
2024
Q4 		$2.18M Sell
8,686
-4,398
-34% -$1.04M 0.95% 22
2024
Q3 		$2.64M Buy
13,084
+4,510
+53% +$1.01M 0.7% 31
2024
Q2 		$1.81M Buy
8,574
+328
+4% +$61.2K 0.85% 26
2024
Q1 		$1.48M Sell
8,246
-411
-5% -$74.7K 0.7% 31
2023
Q4 		$1.67M Sell
8,657
-113
-1% -$20.9K 0.88% 30
2023
Q3 		$1.5M Buy
8,770
+8
+0.1% +$1.47K 0.87% 30
2023
Q2 		$1.7M Buy
8,762
+1,806
+26% +$315K 1% 28
2023
Q1 		$1.15M Hold
6,956
– – 0.82% 25
2022
Q4 		$904K Buy
6,956
+11
+0.2% +$1.57K 0.74% 26
2022
Q3 		$960K Buy
6,945
+3,085
+80% +$484K 0.83% 23
2022
Q2 		$528K Hold
3,860
– – 0.45% 44
2022
Q1 		$596K Hold
3,860
– – 0.47% 39
2021
Q4 		$685K Hold
3,860
– – 0.48% 39
2021
Q3 		$546K Buy
3,860
+60
+2% +$8.83K 0.42% 42
2021
Q2 		$520K Hold
3,800
– – 0.39% 42
2021
Q1 		$464K Sell
3,800
-344
-8% -$44.2K 0.4% 45
2020
Q4 		$550K Buy
+4,144
New +$498K 0.53% 39

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

MMA Asset Management's AAPL Position: Q2 2026 in Review

MMA Asset Management increased its Apple (AAPL) stake by 0.92% in Q2 2026, buying an estimated $29.7K and bringing the position to 11,446 shares worth $3.31M. The position accounts for 1.05% of the portfolio, ranked #26.

MMA Asset Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MMA Asset Management held 11,446 shares of Apple worth $3.31M as of Q2 2026.
  • MMA Asset Management bought 104 Apple shares in Q2 2026, an estimated $29.7K.
  • Apple made up 1.05% of MMA Asset Management's portfolio in Q2 2026, its #26 holding.
  • MMA Asset Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.