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Mowery & Schoenfeld Wealth Management’s Apple AAPL Stock Holding History

Mowery & Schoenfeld 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 		$4.01M Buy
13,871
+25
+0.2% +$7.15K 5.47% 4
2026
Q1 		$3.51M Sell
13,846
-846
-6% -$220K 5.37% 4
2025
Q4 		$3.99M Sell
14,692
-135
-0.9% -$36.2K 5.79% 3
2025
Q3 		$3.78M Sell
14,827
-181
-1% -$40.9K 6.48% 2
2025
Q2 		$3.08M Sell
15,008
-304
-2% -$61.4K 4.68% 5
2025
Q1 		$3.4M Buy
15,312
+1,511
+11% +$350K 6.66% 2
2024
Q4 		$3.46M Buy
13,801
+578
+4% +$136K 6.72% 3
2024
Q3 		$3.08M Buy
13,223
+547
+4% +$122K 4.87% 5
2024
Q2 		$2.67M Buy
12,676
+926
+8% +$173K 3.83% 6
2024
Q1 		$2.01M Sell
11,750
-190
-2% -$34.5K 3.88% 6
2023
Q4 		$2.3M Buy
+11,940
New +$2.2M 4.64% 6

Other funds holding AAPL

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's AAPL Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management increased its Apple (AAPL) stake by 0.18% in Q2 2026, buying an estimated $7.15K and bringing the position to 13,871 shares worth $4.01M. The position accounts for 5.47% of the portfolio, ranked #4.

Mowery & Schoenfeld Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 3,892 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 13,871 shares of Apple worth $4.01M as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management bought 25 Apple shares in Q2 2026, an estimated $7.15K.
  • Apple made up 5.47% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 3,892 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.