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Mosaic Advisors’s Apple AAPL Stock Holding History

Mosaic 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 		$6.65M Buy
24,531
+1,820
+8% +$474K 9.95% 2
2025
Q4 		$6.17M Sell
22,711
-1,820
-7% -$489K 11.84% 2
2025
Q3 		$6.25M Buy
+24,531
New +$5.54M 15.14% 2
2025
Q1 		– Sell
-17,119
Closed -$4.29M – 15
2024
Q4 		$4.29M Sell
17,119
-1,748
-9% -$412K 5.04% 3
2024
Q3 		$4.4M Buy
18,867
+32
+0.2% +$7.15K 3.37% 5
2024
Q2 		$3.97M Sell
18,835
-51
-0.3% -$9.51K 3.2% 5
2024
Q1 		$3.24M Sell
18,886
-82
-0.4% -$14.9K 2.64% 5
2023
Q4 		$3.65M Buy
18,968
+8
+0% +$1.48K 2.17% 6
2023
Q3 		$3.25M Sell
18,960
-10,993
-37% -$2.02M 2.97% 6
2023
Q2 		$5.81M Buy
29,953
+11,067
+59% +$1.93M 4.33% 6
2023
Q1 		$3.11M Sell
18,886
-167
-0.9% -$24.6K 2.54% 6
2022
Q4 		$2.48M Buy
19,053
+168
+0.9% +$24K 2.1% 6
2022
Q3 		$2.61M Sell
18,885
-7
-0% -$1.1K 2.09% 5
2022
Q2 		$2.58M Sell
18,892
-2,800
-13% -$424K 1.93% 5
2022
Q1 		$3.79M Sell
21,692
-7,736
-26% -$1.3M 4.28% 3
2021
Q4 		$5.23M Buy
29,428
+6,910
+31% +$1.09M 3.83% 5
2021
Q3 		$3.19M Sell
22,518
-10,158
-31% -$1.5M 2.12% 8
2021
Q2 		$4.47M Sell
32,676
-243
-0.7% -$31.5K 2.92% 8
2021
Q1 		$4.02M Sell
32,919
-13,449
-29% -$1.73M 3.41% 7
2020
Q4 		$6.15M Buy
+46,368
New +$5.58M 5.63% 5

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

Mosaic Advisors's AAPL Position: Q1 2026 in Review

Mosaic Advisors increased its Apple (AAPL) stake by 8% in Q1 2026, buying an estimated $474K and bringing the position to 24,531 shares worth $6.65M. The position accounts for 9.95% of the portfolio, ranked #2.

Mosaic Advisors first reported a position in AAPL in Q4 2020 and has held it in 20 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mosaic Advisors held 24,531 shares of Apple worth $6.65M as of Q1 2026.
  • Mosaic Advisors bought 1,820 Apple shares in Q1 2026, an estimated $474K.
  • Apple made up 9.95% of Mosaic Advisors's portfolio in Q1 2026, its #2 holding.
  • Mosaic Advisors first reported a position in Apple in Q4 2020 and has held it in 20 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.