Mosley Wealth Management
AAPL icon

Mosley Wealth Management’s Apple AAPL Stock Holding History

Mosley Wealth Management’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
Q3 		$12.1M Buy
35,489
+190
+0.5% +$61K 3.53% 7
2026
Q2 		$10.2M Buy
35,299
+4,581
+15% +$1.31M 3.25% 8
2026
Q1 		$7.82M Sell
30,718
-1,105
-3% -$288K 3.54% 5
2025
Q4 		$8.21M Buy
+31,823
New +$8.54M 3.76% 5
2024
Q4 		$3.6M Buy
15,040
+126
+0.8% +$29.7K 2.23% 11
2024
Q3 		$3.53M Buy
14,914
+1,126
+8% +$251K 2.41% 10
2024
Q2 		$2.9M Sell
13,788
-90
-0.6% -$16.8K 2.47% 9
2024
Q1 		$2.38M Sell
13,878
-610
-4% -$111K 2.23% 14
2023
Q4 		$2.79M Buy
+14,488
New +$2.68M 2.75% 8

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mosley Wealth Management's AAPL Position: Q3 2026 in Review

Mosley Wealth Management increased its Apple (AAPL) stake by 0.54% in Q3 2026, buying an estimated $61K and bringing the position to 35,489 shares worth $12.1M. The position accounts for 3.53% of the portfolio, ranked #7.

Mosley Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 9 quarters since. 3,758 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Mosley Wealth Management held 35,489 shares of Apple worth $12.1M as of Q3 2026.
  • Mosley Wealth Management bought 190 Apple shares in Q3 2026, an estimated $61K.
  • Apple made up 3.53% of Mosley Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Mosley Wealth Management first reported a position in Apple in Q4 2023 and has held it in 9 quarters since.
  • 3,758 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.