Mutual Advisors’s Apple AAPL Stock Holding History

Mutual Advisors’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
2022 Q3	–	Sell	-2,300	Closed	-$39K	–	870
2022 Q2	$39K	Buy	+2,300	New	+$348K	﹤0.01%	818

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mutual Advisors's AAPL Position: Q1 2026 in Review

Mutual Advisors reduced its Apple (AAPL) stake by 2.3% in Q1 2026, selling an estimated $3.85M and leaving 639,342 shares worth $162M. The position accounts for 3.48% of the portfolio, ranked #3.

Mutual Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $178M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Mutual Advisors held 639,342 shares of Apple worth $162M as of Q1 2026.
Mutual Advisors sold 14,796 Apple shares in Q1 2026, an estimated $3.85M.
Apple made up 3.48% of Mutual Advisors's portfolio in Q1 2026, its #3 holding.
Mutual Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
Mutual Advisors's Apple position peaked at $178M in Q4 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.