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MSA Advisors’s Apple AAPL Stock Holding History

MSA Advisors’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 		$27.3M Buy
94,192
+2,225
+2% +$636K 7.01% 6
2026
Q1 		$23.3M Buy
91,967
+20,824
+29% +$5.42M 7.02% 6
2025
Q4 		$19.3M Buy
71,143
+11,119
+19% +$2.98M 4.84% 7
2025
Q3 		$15.3M Sell
60,024
-44,966
-43% -$10.2M 3.82% 8
2025
Q2 		$21.5M Sell
104,990
-2,700
-3% -$545K 5.4% 5
2025
Q1 		$23.9M Buy
107,690
+21,824
+25% +$5.06M 6.13% 5
2024
Q4 		$21.5M Sell
85,866
-21,824
-20% -$5.14M 5.38% 4
2024
Q3 		$25.1M Sell
107,690
-400
-0.4% -$89.3K 6.47% 4
2024
Q2 		$22.8M Buy
108,090
+5,560
+5% +$1.04M 6.53% 4
2024
Q1 		$17.6M Sell
102,530
-27,531
-21% -$5.01M 5.26% 6
2023
Q4 		$25M Buy
+130,061
New +$24M 8.72% 4

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MSA Advisors's AAPL Position: Q2 2026 in Review

MSA Advisors increased its Apple (AAPL) stake by 2.4% in Q2 2026, buying an estimated $636K and bringing the position to 94,192 shares worth $27.3M. The position accounts for 7.01% of the portfolio, ranked #6.

MSA Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MSA Advisors held 94,192 shares of Apple worth $27.3M as of Q2 2026.
  • MSA Advisors bought 2,225 Apple shares in Q2 2026, an estimated $636K.
  • Apple made up 7.01% of MSA Advisors's portfolio in Q2 2026, its #6 holding.
  • MSA Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MSA Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.