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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
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 $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 Financial Group's AAPL Position: Q1 2026 in Review

Mosaic Financial Group reduced its Apple (AAPL) stake by 2.7% in Q1 2026, selling an estimated $136K and leaving 18,678 shares worth $4.74M. The position accounts for 3.36% of the portfolio, ranked #5.

Mosaic Financial Group first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.22M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mosaic Financial Group held 18,678 shares of Apple worth $4.74M as of Q1 2026.
  • Mosaic Financial Group sold 524 Apple shares in Q1 2026, an estimated $136K.
  • Apple made up 3.36% of Mosaic Financial Group's portfolio in Q1 2026, its #5 holding.
  • Mosaic Financial Group first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • Mosaic Financial Group's Apple position peaked at $5.22M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.