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Morton Brown Family Wealth’s Apple AAPL Stock Holding History

Morton Brown Family Wealth’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 		$2.43M Sell
8,410
-174
-2% -$49.8K 0.55% 20
2026
Q1 		$2.18M Sell
8,584
-220
-2% -$57.3K 0.58% 19
2025
Q4 		$2.39M Buy
8,804
+102
+1% +$27.4K 0.65% 19
2025
Q3 		$2.22M Sell
8,702
-401
-4% -$90.6K 0.64% 19
2025
Q2 		$1.87M Sell
9,103
-233
-2% -$47.1K 0.57% 20
2025
Q1 		$2.07M Buy
9,336
+340
+4% +$78.8K 0.7% 19
2024
Q4 		$2.25M Buy
8,996
+54
+0.6% +$12.7K 0.79% 18
2024
Q3 		$2.08M Sell
8,942
-7
-0.1% -$1.56K 0.74% 19
2024
Q2 		$2.01M Buy
8,949
+34
+0.4% +$6.34K 0.79% 18
2024
Q1 		$1.53M Sell
8,915
-2,860
-24% -$520K 0.63% 19
2023
Q4 		$2.27M Buy
11,775
+2,903
+33% +$536K 0.99% 19
2023
Q3 		$1.52M Sell
8,872
-51
-0.6% -$9.35K 0.78% 22
2023
Q2 		$1.73M Sell
8,923
-37
-0.4% -$6.45K 0.92% 21
2023
Q1 		$1.48M Sell
8,960
-118
-1% -$17.4K 0.88% 21
2022
Q4 		$1.18M Hold
9,078
– – 0.8% 21
2022
Q3 		$1.25M Sell
9,078
-194
-2% -$30.4K 1% 20
2022
Q2 		$1.27M Sell
9,272
-121
-1% -$18.3K 0.98% 19
2022
Q1 		$1.64M Sell
9,393
-60
-0.6% -$10.1K 1.24% 17
2021
Q4 		$1.68M Buy
+9,453
New +$1.49M 1.29% 15

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Morton Brown Family Wealth's AAPL Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $49.8K and leaving 8,410 shares worth $2.43M. The position accounts for 0.55% of the portfolio, ranked #20.

Morton Brown Family Wealth first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Morton Brown Family Wealth held 8,410 shares of Apple worth $2.43M as of Q2 2026.
  • Morton Brown Family Wealth sold 174 Apple shares in Q2 2026, an estimated $49.8K.
  • Apple made up 0.55% of Morton Brown Family Wealth's portfolio in Q2 2026, its #20 holding.
  • Morton Brown Family Wealth first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.