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Mustard Seed Financial’s Apple AAPL Stock Holding History

Mustard Seed Financial’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
Q1 		$2.06M Buy
8,123
+20
+0.2% +$5.21K 1.24% 21
2025
Q4 		$2.2M Sell
8,103
-907
-10% -$243K 1.38% 18
2025
Q3 		$2.29M Sell
9,010
-1,378
-13% -$311K 1.47% 15
2025
Q2 		$2.13M Buy
10,388
+71
+0.7% +$14.3K 1.54% 16
2025
Q1 		$2.29M Hold
10,317
– – 1.84% 13
2024
Q4 		$2.58M Hold
10,317
– – 2.1% 13
2024
Q3 		$2.4M Sell
10,317
-74
-0.7% -$16.5K 2% 13
2024
Q2 		$2.19M Sell
10,391
-10
-0.1% -$1.86K 2.09% 13
2024
Q1 		$1.78M Buy
10,401
+402
+4% +$73.1K 1.78% 17
2023
Q4 		$1.93M Buy
+9,999
New +$1.85M 2.17% 10

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mustard Seed Financial's AAPL Position: Q1 2026 in Review

Mustard Seed Financial increased its Apple (AAPL) stake by 0.25% in Q1 2026, buying an estimated $5.21K and bringing the position to 8,123 shares worth $2.06M. The position accounts for 1.24% of the portfolio, ranked #21.

Mustard Seed Financial first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.58M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mustard Seed Financial held 8,123 shares of Apple worth $2.06M as of Q1 2026.
  • Mustard Seed Financial bought 20 Apple shares in Q1 2026, an estimated $5.21K.
  • Apple made up 1.24% of Mustard Seed Financial's portfolio in Q1 2026, its #21 holding.
  • Mustard Seed Financial first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Mustard Seed Financial's Apple position peaked at $2.58M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.