Massachusetts Wealth Management / AAPL
Massachusetts Wealth Management’s Apple Inc Position
Does Massachusetts Wealth Management own Apple Inc (AAPL)? Yes — 21.6K shares worth $5M (+2.37% of its 13F portfolio) as of Q1 2026, down from 21.6K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
21.6K
% of Portfolio
+2.37%
Quarters Held
13
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 21.6K | $5M | +2.37% |
| Q4 2025 | 21.6K | $6M | +2.74% |
| Q3 2025 | 21.8K | $6M | +2.75% |
| Q2 2025 | 21.7K | $4M | +2.51% |
| Q4 2024 | 23.1K | $6M | +3.58% |
| Q3 2024 | 23.3K | $5M | +3.43% |
| Q2 2024 | 22.4K | $5M | +3.17% |
| Q1 2024 | 22.1K | $4M | +2.67% |
| Q4 2023 | 21.8K | $4M | +3.39% |
| Q3 2023 | 21.6K | $4M | +3.39% |
| Q2 2023 | 21.6K | $4M | +4.01% |
| Q1 2023 | 21.0K | $3M | +3.57% |
| Q4 2022 | 22.3K | $3M | +3.11% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Massachusetts Wealth Management’s full portfolio or all institutional holders of AAPL.