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Mosaic Financial Group’s Apple AAPL Stock Holding History

Mosaic Financial Group’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 		$5.23M Sell
18,088
-590
-3% -$169K 3.35% 5
2026
Q1 		$4.74M Sell
18,678
-524
-3% -$136K 3.36% 5
2025
Q4 		$5.22M Sell
19,202
-328
-2% -$88.1K 3.56% 5
2025
Q3 		$4.97M Sell
19,530
-106
-0.5% -$23.9K 3.54% 5
2025
Q2 		$4.03M Buy
19,636
+478
+2% +$96.5K 3.08% 5
2025
Q1 		$4.26M Sell
19,158
-1,243
-6% -$288K 3.46% 5
2024
Q4 		$5.11M Sell
20,401
-1,048
-5% -$247K 3.66% 6
2024
Q3 		$5M Sell
21,449
-2,281
-10% -$509K 3.55% 6
2024
Q2 		$5M Buy
23,730
+1,373
+6% +$256K 3.59% 6
2024
Q1 		$3.83M Buy
+22,357
New +$4.07M 3.07% 5

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mosaic Financial Group's AAPL Position: Q2 2026 in Review

Mosaic Financial Group reduced its Apple (AAPL) stake by 3.2% in Q2 2026, selling an estimated $169K and leaving 18,088 shares worth $5.23M. The position accounts for 3.35% of the portfolio, ranked #5.

Mosaic Financial Group first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mosaic Financial Group held 18,088 shares of Apple worth $5.23M as of Q2 2026.
  • Mosaic Financial Group sold 590 Apple shares in Q2 2026, an estimated $169K.
  • Apple made up 3.35% of Mosaic Financial Group's portfolio in Q2 2026, its #5 holding.
  • Mosaic Financial Group first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.