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Mosaic Family Wealth Partners’s Apple AAPL Stock Holding History

Mosaic Family Wealth Partners’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 		$18.4M Buy
72,408
+3,933
+6% +$1.02M 1.88% 11
2025
Q4 		$18.6M Sell
68,475
-104
-0.2% -$27.9K 2.04% 11
2025
Q3 		$17.4M Sell
68,579
-1,587
-2% -$359K 2.04% 11
2025
Q2 		$14.4M Sell
70,166
-1,844
-3% -$372K 1.83% 13
2025
Q1 		$16M Buy
72,010
+518
+0.7% +$120K 2.27% 11
2024
Q4 		$17.9M Buy
71,492
+3,634
+5% +$856K 2.58% 9
2024
Q3 		$15.8M Sell
67,858
-3,233
-5% -$722K 2.35% 11
2024
Q2 		$15M Sell
71,091
-6,503
-8% -$1.21M 2.41% 9
2024
Q1 		$13.3M Sell
77,594
-22,093
-22% -$4.02M 2.19% 13
2023
Q4 		$19.2M Buy
99,687
+20,999
+27% +$3.88M 3.31% 9
2023
Q3 		$13.5M Sell
78,688
-833
-1% -$153K 2.7% 9
2023
Q2 		$15.4M Sell
79,521
-248
-0.3% -$43.2K 3.03% 8
2023
Q1 		$13.2M Sell
79,769
-288
-0.4% -$42.5K 2.75% 10
2022
Q4 		$10.4M Buy
+80,057
New +$11.4M 2.93% 7

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 Family Wealth Partners's AAPL Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Apple (AAPL) stake by 5.7% in Q1 2026, buying an estimated $1.02M and bringing the position to 72,408 shares worth $18.4M. The position accounts for 1.88% of the portfolio, ranked #11.

Mosaic Family Wealth Partners first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.2M in Q4 2023. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mosaic Family Wealth Partners held 72,408 shares of Apple worth $18.4M as of Q1 2026.
  • Mosaic Family Wealth Partners bought 3,933 Apple shares in Q1 2026, an estimated $1.02M.
  • Apple made up 1.88% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #11 holding.
  • Mosaic Family Wealth Partners first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's Apple position peaked at $19.2M in Q4 2023.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.