MPS Loria Financial Planners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $80.1M | Sell |
276,797
-3,011
| -1% | -$861K | 18.41% | 2 |
|
|
2026
Q1 | $71M | Sell |
279,808
-2,177
| -0.8% | -$567K | 18.74% | 2 |
|
|
2025
Q4 | $76.7M | Sell |
281,985
-331
| -0.1% | -$88.9K | 19.71% | 2 |
|
|
2025
Q3 | $71.9M | Sell |
282,316
-2,097
| -0.7% | -$474K | 19.1% | 2 |
|
|
2025
Q2 | $58.4M | Sell |
284,413
-19,513
| -6% | -$3.94M | 17.17% | 2 |
|
|
2025
Q1 | $67.5M | Buy |
303,926
+81
| +0% | +$18.8K | 20.02% | 2 |
|
|
2024
Q4 | $76.1M | Buy |
303,845
+300
| +0.1% | +$70.7K | 22.53% | 2 |
|
|
2024
Q3 | $70.7M | Buy |
303,545
+200
| +0.1% | +$44.7K | 21.08% | 2 |
|
|
2024
Q2 | $63.9M | Buy |
303,345
+326
| +0.1% | +$60.8K | 20.59% | 2 |
|
|
2024
Q1 | $52M | Sell |
303,019
-1,602
| -0.5% | -$291K | 17.45% | 2 |
|
|
2023
Q4 | $58.6M | Sell |
304,621
-1,041
| -0.3% | -$192K | 20.6% | 2 |
|
|
2023
Q3 | $52.3M | Sell |
305,662
-1,011
| -0.3% | -$185K | 20.49% | 2 |
|
|
2023
Q2 | $59.5M | Sell |
306,673
-2,805
| -0.9% | -$489K | 22.35% | 2 |
|
|
2023
Q1 | $51M | Buy |
309,478
+1,668
| +0.5% | +$246K | 20.63% | 2 |
|
|
2022
Q4 | $40M | Sell |
307,810
-2,839
| -0.9% | -$406K | 17.77% | 2 |
|
|
2022
Q3 | $42.9M | Buy |
310,649
+2,082
| +0.7% | +$327K | 16.66% | 2 |
|
|
2022
Q2 | $42.2M | Buy |
308,567
+626
| +0.2% | +$94.8K | 19.03% | 2 |
|
|
2022
Q1 | $53.8M | Sell |
307,941
-513
| -0.2% | -$86.3K | 22.57% | 2 |
|
|
2021
Q4 | $54.8M | Sell |
308,454
-6,016
| -2% | -$951K | 22.33% | 2 |
|
|
2021
Q3 | $44.5M | Sell |
314,470
-1,069
| -0.3% | -$157K | 20.38% | 2 |
|
|
2021
Q2 | $43.2M | Buy |
315,539
+359
| +0.1% | +$46.5K | 19.92% | 2 |
|
|
2021
Q1 | $38.5M | Sell |
315,180
-738
| -0.2% | -$94.7K | 17.93% | 2 |
|
|
2020
Q4 | $40.9M | Sell |
315,918
-9,692
| -3% | -$1.17M | 18.36% | 2 |
|
|
2020
Q3 | $37.7M | Buy |
325,610
+146
| +0% | +$15.9K | 19.5% | 2 |
|
|
2020
Q2 | $29.7M | Buy |
325,464
+35,396
| +12% | +$2.74M | 15.89% | 2 |
|
|
2020
Q1 | $18.4M | Sell |
290,068
-684
| -0.2% | -$50.3K | 14.17% | 2 |
|
|
2019
Q4 | $21.3M | Buy |
290,752
+564
| +0.2% | +$36.3K | 12.59% | 2 |
|
|
2019
Q3 | $16.2M | Sell |
290,188
-4,124
| -1% | -$216K | 10.56% | 4 |
|
|
2019
Q2 | $14.6M | Buy |
294,312
+1,240
| +0.4% | +$60.4K | 9.31% | 4 |
|
|
2019
Q1 | $13.9M | Sell |
293,072
-364
| -0.1% | -$15.4K | 9.23% | 4 |
|
|
2018
Q4 | $11.6M | Buy |
293,436
+1,044
| +0.4% | +$50.6K | 8.3% | 4 |
|
|
2018
Q3 | $16.5M | Sell |
292,392
-1,488
| -0.5% | -$77.5K | 10.32% | 3 |
|
|
2018
Q2 | $13.6M | Buy |
293,880
+140
| +0% | +$6.35K | 13.7% | 2 |
|
|
2018
Q1 | $12.3M | Buy |
293,740
+476
| +0.2% | +$20.5K | 8.68% | 3 |
|
|
2017
Q4 | $12.4M | Sell |
293,264
-6,148
| -2% | -$257K | 8.48% | 3 |
|
|
2017
Q3 | $11.5M | Buy |
299,412
+1,132
| +0.4% | +$43.9K | 8.25% | 4 |
|
|
2017
Q2 | $12.1M | Buy |
+298,280
| New | +$11M | 8.07% | 3 |
|
Other funds holding AAPL
MPS Loria Financial Planners's AAPL Position: Q2 2026 in Review
MPS Loria Financial Planners reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $861K and leaving 276,797 shares worth $80.1M. The position accounts for 18.41% of the portfolio, ranked #2.
MPS Loria Financial Planners first reported a position in AAPL in Q2 2017 and has held it in 37 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- MPS Loria Financial Planners held 276,797 shares of Apple worth $80.1M as of Q2 2026.
- MPS Loria Financial Planners sold 3,011 Apple shares in Q2 2026, an estimated $861K.
- Apple made up 18.41% of MPS Loria Financial Planners's portfolio in Q2 2026, its #2 holding.
- MPS Loria Financial Planners first reported a position in Apple in Q2 2017 and has held it in 37 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.