SAM
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S.A. Mason’s Apple AAPL Stock Holding History

S.A. Mason’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 		$6.76M Buy
23,361
+975
+4% +$279K 2.08% 9
2026
Q1 		$5.68M Buy
22,386
+615
+3% +$160K 2.13% 10
2025
Q4 		$5.92M Buy
21,771
+31
+0.1% +$8.32K 2.34% 7
2025
Q3 		$5.54M Buy
21,740
+173
+0.8% +$39.1K 2.44% 7
2025
Q2 		$4.42M Sell
21,567
-134
-0.6% -$27.1K 2.14% 9
2025
Q1 		$4.82M Sell
21,701
-484
-2% -$112K 2.55% 7
2024
Q4 		$5.56M Sell
22,185
-293
-1% -$69.1K 2.92% 5
2024
Q3 		$5.24M Sell
22,478
-116
-0.5% -$25.9K 2.78% 6
2024
Q2 		$4.76M Buy
22,594
+546
+2% +$102K 2.71% 6
2024
Q1 		$3.78M Sell
22,048
-397
-2% -$72.2K 2.27% 9
2023
Q4 		$4.32M Sell
22,445
-813
-3% -$150K 2.9% 5
2023
Q3 		$3.98M Sell
23,258
-1,468
-6% -$269K 2.87% 4
2023
Q2 		$4.08M Hold
24,726
– – 2.96% 4
2023
Q1 		$4.08M Buy
24,726
+1,972
+9% +$291K 2.96% 4
2022
Q4 		$2.96M Sell
22,754
-667
-3% -$95.3K 2.23% 7
2022
Q3 		$3.24M Sell
23,421
-1,308
-5% -$205K 2.56% 7
2022
Q2 		$3.38M Sell
24,729
-90
-0.4% -$13.6K 2.47% 7
2022
Q1 		$4.33M Buy
24,819
+342
+1% +$57.5K 2.7% 5
2021
Q4 		$4.35M Buy
24,477
+857
+4% +$135K 2.62% 7
2021
Q3 		$3.34M Buy
23,620
+746
+3% +$110K 2.2% 7
2021
Q2 		$3.13M Sell
22,874
-13
-0.1% -$1.68K 2.16% 7
2021
Q1 		$2.8M Buy
22,887
+1,026
+5% +$132K 2.09% 7
2020
Q4 		$2.9M Sell
21,861
-463
-2% -$55.7K 2.42% 7
2020
Q3 		$2.58M Sell
22,324
-352
-2% -$38.4K 2.46% 5
2020
Q2 		$2.07M Sell
22,676
-856
-4% -$66.3K 2.18% 6
2020
Q1 		$1.5M Sell
23,532
-684
-3% -$50.3K 1.82% 10
2019
Q4 		$1.78M Buy
+24,216
New +$1.56M 1.69% 8

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

S.A. Mason's AAPL Position: Q2 2026 in Review

S.A. Mason increased its Apple (AAPL) stake by 4.4% in Q2 2026, buying an estimated $279K and bringing the position to 23,361 shares worth $6.76M. The position accounts for 2.08% of the portfolio, ranked #9.

S.A. Mason first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • S.A. Mason held 23,361 shares of Apple worth $6.76M as of Q2 2026.
  • S.A. Mason bought 975 Apple shares in Q2 2026, an estimated $279K.
  • Apple made up 2.08% of S.A. Mason's portfolio in Q2 2026, its #9 holding.
  • S.A. Mason first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.