MFG
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MTM Financial Group’s Apple AAPL Stock Holding History

MTM Financial Group’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 		$862K Sell
2,980
-197
-6% -$56.3K 0.37% 43
2026
Q1 		$806K Buy
3,177
+207
+7% +$53.9K 0.38% 43
2025
Q4 		$807K Buy
2,970
+1
+0% +$268 0.39% 42
2025
Q3 		$756K Buy
2,969
+29
+1% +$6.55K 0.37% 45
2025
Q2 		$603K Buy
2,940
+42
+1% +$8.48K 0.33% 48
2025
Q1 		$644K Buy
2,898
+7
+0.2% +$1.62K 0.38% 44
2024
Q4 		$724K Sell
2,891
-289
-9% -$68.1K 0.43% 40
2024
Q3 		$741K Sell
3,180
-29
-0.9% -$6.48K 0.45% 38
2024
Q2 		$676K Sell
3,209
-9
-0.3% -$1.68K 0.43% 38
2024
Q1 		$552K Buy
3,218
+70
+2% +$12.7K 0.37% 39
2023
Q4 		$606K Buy
3,148
+6
+0.2% +$1.11K 0.44% 32
2023
Q3 		$538K Buy
3,142
+9
+0.3% +$1.65K 0.45% 31
2023
Q2 		$608K Sell
3,133
-80
-2% -$13.9K 0.51% 27
2023
Q1 		$530K Buy
3,213
+20
+0.6% +$2.95K 0.47% 27
2022
Q4 		$415K Sell
3,193
-36
-1% -$5.14K 0.36% 33
2022
Q3 		$446K Buy
3,229
+5
+0.2% +$785 0.4% 31
2022
Q2 		$441K Sell
3,224
-120
-4% -$18.2K 0.39% 34
2022
Q1 		$584K Buy
+3,344
New +$562K 0.61% 27

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

MTM Financial Group's AAPL Position: Q2 2026 in Review

MTM Financial Group reduced its Apple (AAPL) stake by 6.2% in Q2 2026, selling an estimated $56.3K and leaving 2,980 shares worth $862K. The position accounts for 0.37% of the portfolio, ranked #43.

MTM Financial Group first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MTM Financial Group held 2,980 shares of Apple worth $862K as of Q2 2026.
  • MTM Financial Group sold 197 Apple shares in Q2 2026, an estimated $56.3K.
  • Apple made up 0.37% of MTM Financial Group's portfolio in Q2 2026, its #43 holding.
  • MTM Financial Group first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.