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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
Q2 		$1.15M Sell
3,478
-31
-0.9% -$8.87K 0.75% 16
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 $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

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

Mustico Financial Group reduced its Apple (AAPL) stake by 0.88% in Q2 2026, selling an estimated $8.87K and leaving 3,478 shares worth $1.15M. The position accounts for 0.75% of the portfolio, ranked #16.

Mustico Financial Group first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mustico Financial Group held 3,478 shares of Apple worth $1.15M as of Q2 2026.
  • Mustico Financial Group sold 31 Apple shares in Q2 2026, an estimated $8.87K.
  • Apple made up 0.75% of Mustico Financial Group's portfolio in Q2 2026, its #16 holding.
  • Mustico Financial Group first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.