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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
Q2 		$2.2M Sell
7,586
-537
-7% -$154K 1.14% 21
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 $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

Mustard Seed Financial's AAPL Position: Q2 2026 in Review

Mustard Seed Financial reduced its Apple (AAPL) stake by 6.6% in Q2 2026, selling an estimated $154K and leaving 7,586 shares worth $2.2M. The position accounts for 1.14% of the portfolio, ranked #21.

Mustard Seed Financial first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.58M in Q4 2024. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mustard Seed Financial held 7,586 shares of Apple worth $2.2M as of Q2 2026.
  • Mustard Seed Financial sold 537 Apple shares in Q2 2026, an estimated $154K.
  • Apple made up 1.14% of Mustard Seed Financial's portfolio in Q2 2026, its #21 holding.
  • Mustard Seed Financial first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Mustard Seed Financial's Apple position peaked at $2.58M in Q4 2024.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.