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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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mosley Wealth Management's AAPL Position: Q2 2026 in Review

Mosley Wealth Management increased its Apple (AAPL) stake by 15% in Q2 2026, buying an estimated $1.31M and bringing the position to 35,299 shares worth $10.2M. The position accounts for 3.25% of the portfolio, ranked #8.

Mosley Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 8 quarters since. 4,013 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mosley Wealth Management held 35,299 shares of Apple worth $10.2M as of Q2 2026.
  • Mosley Wealth Management bought 4,581 Apple shares in Q2 2026, an estimated $1.31M.
  • Apple made up 3.25% of Mosley Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Mosley Wealth Management first reported a position in Apple in Q4 2023 and has held it in 8 quarters since.
  • 4,013 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.