AAPL — APPLE INC

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  47 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported APPLE INC (AAPL) in 47 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.16% in 2024 Q4. The latest visible filing shows AAPL at 4.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AAPL was reported at 4.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.16% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AAPL stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 670,956 -14,946 -2.2% 4.64% $170.3M 2026-04-13 $259.20
2025 Q4 REDUCED 685,902 -19,358 -2.7% 4.80% $186.5M 2026-01-07 $260.09
2025 Q3 REDUCED 705,260 -6,618 -0.9% 4.57% $179.6M 2025-10-22 $257.96
2025 Q2 ADDED 711,878 +6,764 +1.0% 3.89% $146.1M 2025-07-09 $210.50
2025 Q1 REDUCED 705,114 -28,963 -3.9% 4.53% $156.6M 2025-04-01 $222.22
2024 Q4 ADDED 734,077 +12,349 +1.7% 5.16% $183.8M 2025-01-16 $227.02
2024 Q3 REDUCED 721,728 -10,090 -1.4% 4.79% $168.2M 2024-10-02 $225.30
2024 Q2 ADDED 731,818 +18,144 +2.5% 4.68% $154.1M 2024-07-02 $218.58
2024 Q1 REDUCED 713,674 -6,464 -0.9% 3.81% $122.4M 2024-04-09 $168.14
2023 Q4 ADDED 720,138 +19,772 +2.8% 4.65% $138.6M 2024-01-03 $182.36
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

GLP Holdings LLLP 95.49% RJA Asset Management LLC 3Y 91.53% Hoffman, Alan N Investment Management 3Y 51.82% Performance Wealth Partners, LLC 3Y 28.9% Putney Financial Group LLC 21.56% Integrated Financial Solutions, Inc. 21.12% SANDER CAPITAL ADVISORS INC 3Y 7Y 16.71% TradeWell Securities, LLC. 16.5% GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 15.81% Yarbrough Capital, LLC 3Y 15.52%

FAQ About MassMutual Private Wealth & Trust, FSB and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning AAPL?

MassMutual Private Wealth & Trust, FSB reported AAPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAPL position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for AAPL was 5.16% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 670,956 shares, equal to 4.64% of portfolio, with an estimated market value of $170.3M.

What does the chart on this AAPL ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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