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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mutual Advisors's AAPL Position: Q2 2026 in Review

Mutual Advisors increased its Apple (AAPL) stake by 3.7% in Q2 2026, buying an estimated $6.73M and bringing the position to 662,859 shares worth $192M. The position accounts for 3.61% of the portfolio, ranked #3.

Mutual Advisors first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Mutual Advisors held 662,859 shares of Apple worth $192M as of Q2 2026.
Mutual Advisors bought 23,517 Apple shares in Q2 2026, an estimated $6.73M.
Apple made up 3.61% of Mutual Advisors's portfolio in Q2 2026, its #3 holding.
Mutual Advisors first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.