MMBG Investment Advisors’s Apple AAPL Stock Holding History

MMBG Investment Advisors’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	$101M	Buy	397,484 +944	+0.2%	+$246K	9.27%	1
2025 Q4	$108M	Sell	396,540 -7,379	-2%	-$1.98M	9.08%	1
2025 Q3	$103M	Sell	403,919 -14,746	-4%	-$3.33M	9.1%	1
2025 Q2	$85.9M	Buy	418,665 +2,803	+0.7%	+$566K	8.55%	2
2025 Q1	$92.4M	Sell	415,862 -930	-0.2%	-$215K	10.44%	1
2024 Q4	$104M	Sell	416,792 -2,540	-0.6%	-$599K	11.08%	1
2024 Q3	$97.7M	Sell	419,332 -12,218	-3%	-$2.73M	10.2%	1
2024 Q2	$90.9M	Sell	431,550 -14,779	-3%	-$2.76M	9.74%	1
2024 Q1	$76.5M	Sell	446,329 -455	-0.1%	-$82.7K	8.07%	3
2023 Q4	$86M	Sell	446,784 -19,685	-4%	-$3.63M	10.12%	1
2023 Q3	$79.9M	Sell	466,469 -6,545	-1%	-$1.2M	10.07%	1
2023 Q2	$89.5M	Sell	473,014 -20,720	-4%	-$3.61M	10.87%	1
2023 Q1	$81.4M	Sell	493,734 -50,522	-9%	-$7.45M	10.32%	1
2022 Q4	$70.7M	Sell	544,256 -4,532	-0.8%	-$648K	9.36%	1
2022 Q3	$75.8M	Sell	548,788 -8,093	-1%	-$1.27M	10.15%	1
2022 Q2	$76.1M	Buy	556,881 +17,734	+3%	+$2.69M	9.44%	1
2022 Q1	$94.1M	Sell	539,147 -925	-0.2%	-$156K	9.82%	1
2021 Q4	$95.9M	Buy	+540,072	New	+$85.4M	9.22%	2

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MMBG Investment Advisors's AAPL Position: Q1 2026 in Review

MMBG Investment Advisors increased its Apple (AAPL) stake by 0.24% in Q1 2026, buying an estimated $246K and bringing the position to 397,484 shares worth $101M. The position accounts for 9.27% of the portfolio, ranked #1.

MMBG Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $108M in Q4 2025. 6,082 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

MMBG Investment Advisors held 397,484 shares of Apple worth $101M as of Q1 2026.
MMBG Investment Advisors bought 944 Apple shares in Q1 2026, an estimated $246K.
Apple made up 9.27% of MMBG Investment Advisors's portfolio in Q1 2026, its #1 holding.
MMBG Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
MMBG Investment Advisors's Apple position peaked at $108M in Q4 2025.
6,082 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.