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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
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

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. 6,081 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.
  • 6,081 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.