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MOKAN Wealth Management’s Apple AAPL Stock Holding History

MOKAN 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
Q2 		$8.66M Buy
29,941
+2,625
+10% +$751K 3.31% 8
2026
Q1 		$6.93M Buy
27,316
+1,300
+5% +$338K 3.07% 8
2025
Q4 		$7.07M Sell
26,016
-588
-2% -$158K 3.14% 8
2025
Q3 		$6.77M Sell
26,604
-1,606
-6% -$363K 3.41% 7
2025
Q2 		$5.79M Buy
28,210
+699
+3% +$141K 3.24% 8
2025
Q1 		$6.11M Buy
27,511
+1,948
+8% +$451K 3.68% 6
2024
Q4 		$6.4M Buy
+25,563
New +$6.02M 4.07% 6

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

MOKAN Wealth Management's AAPL Position: Q2 2026 in Review

MOKAN Wealth Management increased its Apple (AAPL) stake by 9.6% in Q2 2026, buying an estimated $751K and bringing the position to 29,941 shares worth $8.66M. The position accounts for 3.31% of the portfolio, ranked #8.

MOKAN Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,125 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MOKAN Wealth Management held 29,941 shares of Apple worth $8.66M as of Q2 2026.
  • MOKAN Wealth Management bought 2,625 Apple shares in Q2 2026, an estimated $751K.
  • Apple made up 3.31% of MOKAN Wealth Management's portfolio in Q2 2026, its #8 holding.
  • MOKAN Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,125 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.