Mokosak Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.81M | Buy |
7,118
+234
| +3% | +$60.9K | 0.45% | 15 |
|
|
2025
Q4 | $1.87M | Buy |
6,884
+4
| +0.1% | +$1.07K | 0.47% | 15 |
|
|
2025
Q3 | $1.75M | Buy |
6,880
+223
| +3% | +$50.4K | 0.46% | 15 |
|
|
2025
Q2 | $1.37M | Buy |
6,657
+578
| +10% | +$117K | 0.39% | 15 |
|
|
2025
Q1 | $1.35M | Buy |
6,079
+5
| +0.1% | +$1.16K | 0.42% | 15 |
|
|
2024
Q4 | $1.52M | Buy |
6,074
+7
| +0.1% | +$1.65K | 0.46% | 15 |
|
|
2024
Q3 | $1.41M | Buy |
6,067
+6
| +0.1% | +$1.34K | 0.42% | 15 |
|
|
2024
Q2 | $1.28M | Buy |
6,061
+5
| +0.1% | +$932 | 0.42% | 15 |
|
|
2024
Q1 | $1.04M | Buy |
6,056
+223
| +4% | +$40.5K | 0.34% | 15 |
|
|
2023
Q4 | $1.12M | Buy |
5,833
+36
| +0.6% | +$6.65K | 0.4% | 15 |
|
|
2023
Q3 | $993K | Buy |
5,797
+235
| +4% | +$43.1K | 0.4% | 15 |
|
|
2023
Q2 | $1.08M | Buy |
5,562
+59
| +1% | +$10.3K | 0.43% | 15 |
|
|
2023
Q1 | $907K | Buy |
5,503
+59
| +1% | +$8.71K | 0.39% | 15 |
|
|
2022
Q4 | $708K | Sell |
5,444
-678
| -11% | -$96.9K | 0.32% | 15 |
|
|
2022
Q3 | $847K | Buy |
6,122
+340
| +6% | +$53.4K | 0.42% | 16 |
|
|
2022
Q2 | $791K | Buy |
5,782
+80
| +1% | +$12.1K | 0.38% | 15 |
|
|
2022
Q1 | $996K | Buy |
5,702
+66
| +1% | +$11.1K | 0.4% | 15 |
|
|
2021
Q4 | $1M | Buy |
5,636
+107
| +2% | +$16.9K | 0.38% | 15 |
|
|
2021
Q3 | $782K | Buy |
5,529
+94
| +2% | +$13.8K | 0.32% | 15 |
|
|
2021
Q2 | $744K | Buy |
5,435
+26
| +0.5% | +$3.37K | 0.31% | 15 |
|
|
2021
Q1 | $659K | Buy |
5,409
+371
| +7% | +$47.6K | 0.3% | 15 |
|
|
2020
Q4 | $667K | Buy |
5,038
+150
| +3% | +$18K | 0.32% | 15 |
|
|
2020
Q3 | $567K | Buy |
4,888
+20
| +0.4% | +$2.18K | 0.32% | 15 |
|
|
2020
Q2 | $444K | Buy |
4,868
+668
| +16% | +$51.8K | 0.27% | 15 |
|
|
2020
Q1 | $268K | Buy |
4,200
+976
| +30% | +$71.8K | 0.2% | 16 |
|
|
2019
Q4 | $237K | Sell |
3,224
-1,036
| -24% | -$66.6K | 0.14% | 23 |
|
|
2019
Q3 | $238K | Buy |
4,260
+12
| +0.3% | +$627 | 0.16% | 21 |
|
|
2019
Q2 | $209K | Buy |
4,248
+12
| +0.3% | +$585 | 0.14% | 21 |
|
|
2019
Q1 | $201K | Buy |
+4,236
| New | +$180K | 0.14% | 21 |
|
|
2018
Q4 | – | Sell |
-3,952
| Closed | -$223K | – | 23 |
|
|
2018
Q3 | $223K | Buy |
+3,952
| New | +$206K | 0.15% | 12 |
|
Other funds holding AAPL
VCM
VPM
Mokosak Advisory Group's AAPL Position: Q1 2026 in Review
Mokosak Advisory Group increased its Apple (AAPL) stake by 3.4% in Q1 2026, buying an estimated $60.9K and bringing the position to 7,118 shares worth $1.81M. The position accounts for 0.45% of the portfolio, ranked #15.
Mokosak Advisory Group first reported a position in AAPL in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.87M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Mokosak Advisory Group held 7,118 shares of Apple worth $1.81M as of Q1 2026.
- Mokosak Advisory Group bought 234 Apple shares in Q1 2026, an estimated $60.9K.
- Apple made up 0.45% of Mokosak Advisory Group's portfolio in Q1 2026, its #15 holding.
- Mokosak Advisory Group first reported a position in Apple in Q3 2018 and has held it in 30 quarters since.
- Mokosak Advisory Group's Apple position peaked at $1.87M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.