MIM
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MTM Investment Management’s Apple AAPL Stock Holding History

MTM Investment 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 		$13.3M Buy
46,086
+60
+0.1% +$17.2K 3.81% 1
2026
Q1 		$11.7M Buy
46,026
+950
+2% +$247K 3.7% 1
2025
Q4 		$12.3M Sell
45,076
-3,253
-7% -$873K 3.91% 1
2025
Q3 		$12.3M Sell
48,329
-382
-0.8% -$86.3K 3.91% 1
2025
Q2 		$9.99M Buy
48,711
+444
+0.9% +$89.7K 3.36% 2
2025
Q1 		$10.8M Sell
48,267
-992
-2% -$230K 4.16% 1
2024
Q4 		$12.3M Sell
49,259
-811
-2% -$191K 4.75% 1
2024
Q3 		$11.4M Sell
50,070
-2,465
-5% -$550K 4.42% 2
2024
Q2 		$11.1M Buy
52,535
+229
+0.4% +$42.7K 4.53% 1
2024
Q1 		$8.97M Sell
52,306
-1,137
-2% -$207K 3.7% 2
2023
Q4 		$10.3M Sell
53,443
-275
-0.5% -$50.8K 4.7% 1
2023
Q3 		$9.2M Buy
53,718
+100
+0.2% +$18.3K 4.64% 2
2023
Q2 		$10.4M Sell
53,618
-512
-0.9% -$89.2K 5.08% 1
2023
Q1 		$8.93M Sell
54,130
-798
-1% -$118K 4.58% 2
2022
Q4 		$7.14M Sell
54,928
-43
-0.1% -$6.14K 3.71% 2
2022
Q3 		$7.6M Sell
54,971
-1,152
-2% -$181K 4.31% 2
2022
Q2 		$7.8M Buy
56,123
+82
+0.1% +$12.4K 4.21% 2
2022
Q1 		$9.79M Buy
56,041
+136
+0.2% +$22.9K 4.74% 1
2021
Q4 		$9.93M Sell
55,905
-2,005
-3% -$317K 4.72% 2
2021
Q3 		$8.19M Buy
57,910
+422
+0.7% +$62.1K 4.45% 2
2021
Q2 		$7.87M Sell
57,488
-83
-0.1% -$10.8K 4.12% 2
2021
Q1 		$7.03M Sell
57,571
-14,832
-20% -$1.9M 3.96% 2
2020
Q4 		$9.61M Buy
+72,403
New +$8.71M 5.94% 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

MTM Investment Management's AAPL Position: Q2 2026 in Review

MTM Investment Management increased its Apple (AAPL) stake by 0.13% in Q2 2026, buying an estimated $17.2K and bringing the position to 46,086 shares worth $13.3M. The position accounts for 3.81% of the portfolio, ranked #1.

MTM Investment Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MTM Investment Management held 46,086 shares of Apple worth $13.3M as of Q2 2026.
  • MTM Investment Management bought 60 Apple shares in Q2 2026, an estimated $17.2K.
  • Apple made up 3.81% of MTM Investment Management's portfolio in Q2 2026, its #1 holding.
  • MTM Investment Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.