MAM
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MWA Asset Management’s Apple AAPL Stock Holding History

MWA Asset Management’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 		$7.98M Sell
27,571
-55
-0.2% -$15.7K 3.61% 6
2026
Q1 		$7.01M Buy
27,626
+580
+2% +$151K 3.84% 2
2025
Q4 		$7.35M Sell
27,046
-602
-2% -$162K 4.1% 2
2025
Q3 		$7.04M Buy
27,648
+877
+3% +$198K 3.89% 3
2025
Q2 		$5.49M Buy
26,771
+209
+0.8% +$42.2K 3.36% 4
2025
Q1 		$5.9M Sell
26,562
-319
-1% -$73.9K 4.09% 1
2024
Q4 		$6.73M Sell
26,881
-594
-2% -$140K 4.48% 2
2024
Q3 		$6.4M Sell
27,475
-490
-2% -$109K 4.26% 1
2024
Q2 		$5.89M Buy
27,965
+25
+0.1% +$4.66K 4.2% 1
2024
Q1 		$4.79M Buy
27,940
+3,017
+12% +$549K 3.47% 1
2023
Q4 		$4.8M Buy
24,923
+19
+0.1% +$3.51K 3.96% 1
2023
Q3 		$4.26M Buy
+24,904
New +$4.57M 4.12% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MWA Asset Management's AAPL Position: Q2 2026 in Review

MWA Asset Management reduced its Apple (AAPL) stake by 0.2% in Q2 2026, selling an estimated $15.7K and leaving 27,571 shares worth $7.98M. The position accounts for 3.61% of the portfolio, ranked #6.

MWA Asset Management first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 5,701 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MWA Asset Management held 27,571 shares of Apple worth $7.98M as of Q2 2026.
  • MWA Asset Management sold 55 Apple shares in Q2 2026, an estimated $15.7K.
  • Apple made up 3.61% of MWA Asset Management's portfolio in Q2 2026, its #6 holding.
  • MWA Asset Management first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 5,701 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.