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MSH Capital Advisors’s Apple AAPL Stock Holding History

MSH Capital 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 		$52.9M Buy
182,676
+11,887
+7% +$3.4M 9.19% 1
2026
Q1 		$43.3M Buy
170,789
+524
+0.3% +$136K 9.17% 1
2025
Q4 		$46.3M Buy
170,265
+132,283
+348% +$35.5M 9.89% 1
2025
Q3 		$9.67M Buy
37,982
+870
+2% +$197K 2.59% 4
2025
Q2 		$7.61M Sell
37,112
-703
-2% -$142K 2.19% 7
2025
Q1 		$8.4M Sell
37,815
-5,235
-12% -$1.21M 2.6% 2
2024
Q4 		$10.8M Sell
43,050
-935
-2% -$220K 3.39% 1
2024
Q3 		$10.2M Sell
43,985
-187
-0.4% -$41.8K 3.13% 1
2024
Q2 		$9.3M Buy
44,172
+4,088
+10% +$762K 3.11% 1
2024
Q1 		$6.87M Sell
40,084
-1,042
-3% -$189K 2.41% 5
2023
Q4 		$7.92M Buy
41,126
+287
+0.7% +$53K 2.96% 2
2023
Q3 		$6.99M Buy
40,839
+259
+0.6% +$47.5K 2.74% 3
2023
Q2 		$7.87M Buy
40,580
+4,488
+12% +$782K 2.88% 2
2023
Q1 		$5.95M Sell
36,092
-6,281
-15% -$927K 2.54% 4
2022
Q4 		$5.51M Sell
42,373
-9,345
-18% -$1.34M 2.49% 4
2022
Q3 		$7.15M Sell
51,718
-1,169
-2% -$183K 3.52% 1
2022
Q2 		$7.23M Buy
52,887
+1,561
+3% +$236K 3.36% 1
2022
Q1 		$8.96M Buy
51,326
+5,975
+13% +$1M 3.7% 1
2021
Q4 		$8.05M Buy
+45,351
New +$7.17M 3.61% 1

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

MSH Capital Advisors's AAPL Position: Q2 2026 in Review

MSH Capital Advisors increased its Apple (AAPL) stake by 7% in Q2 2026, buying an estimated $3.4M and bringing the position to 182,676 shares worth $52.9M. The position accounts for 9.19% of the portfolio, ranked #1.

MSH Capital Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,087 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MSH Capital Advisors held 182,676 shares of Apple worth $52.9M as of Q2 2026.
  • MSH Capital Advisors bought 11,887 Apple shares in Q2 2026, an estimated $3.4M.
  • Apple made up 9.19% of MSH Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • MSH Capital Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,087 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.