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Mustico Financial Group’s Apple AAPL Stock Holding History

Mustico 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
Q1 		$950K Buy
3,509
+606
+21% +$158K 0.66% 17
2025
Q4 		$754K Buy
2,903
+246
+9% +$66K 0.58% 19
2025
Q3 		$656K Hold
2,657
– – 0.67% 15
2025
Q2 		$561K Buy
+2,657
New +$537K 0.52% 20

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

Mustico Financial Group's AAPL Position: Q1 2026 in Review

Mustico Financial Group increased its Apple (AAPL) stake by 21% in Q1 2026, buying an estimated $158K and bringing the position to 3,509 shares worth $950K. The position accounts for 0.66% of the portfolio, ranked #17.

Mustico Financial Group first reported a position in AAPL in Q2 2025 and has held it in 4 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mustico Financial Group held 3,509 shares of Apple worth $950K as of Q1 2026.
  • Mustico Financial Group bought 606 Apple shares in Q1 2026, an estimated $158K.
  • Apple made up 0.66% of Mustico Financial Group's portfolio in Q1 2026, its #17 holding.
  • Mustico Financial Group first reported a position in Apple in Q2 2025 and has held it in 4 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mustico Financial Group's 13F filing for Q1 2026, filed 15 May 2026.