de Mount Vernon Associates Apple AAPL Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | USD 17.5 M | Vender |
52,565
-3,494
| -6% | -USD 1.12 M | 11.64% | 1 |
|
|
2026
Q2 | USD 16.2 M | Vender |
56,059
-2,270
| -4% | -USD 649 k | 10.57% | 1 |
|
|
2026
Q1 | USD 14.8 M | Vender |
58,329
-1,480
| -2% | -USD 385 k | 10.46% | 1 |
|
|
2025
Q4 | USD 16.3 M | Vender |
59,809
-880
| -1% | -USD 236 k | 10.94% | 1 |
|
|
2025
Q3 | USD 15.5 M | Vender |
60,689
-868
| -1% | -USD 196 k | 10.79% | 1 |
|
|
2025
Q2 | USD 12.6 M | Vender |
61,557
-1,080
| -2% | -USD 218 k | 9.12% | 1 |
|
|
2025
Q1 | USD 13.9 M | Vender |
62,637
-405
| -0.6% | -USD 93.8 k | 11.35% | 1 |
|
|
2024
Q4 | USD 15.8 M | Vender |
63,042
-320
| -0.5% | -USD 75.4 k | 12.31% | 1 |
|
|
2024
Q3 | USD 14.8 M | Comprar |
63,362
+735
| +1% | +USD 164 k | 11.71% | 1 |
|
|
2024
Q2 | USD 13.2 M | Vender |
62,627
-1,660
| -3% | -USD 310 k | 11.69% | 1 |
|
|
2024
Q1 | USD 11 M | Vender |
64,287
-500
| -0.8% | -USD 90.9 k | 9.35% | 1 |
|
|
2023
Q4 | USD 12.5 M | Vender |
64,787
-1,225
| -2% | -USD 226 k | 12.23% | 1 |
|
|
2023
Q3 | USD 11.3 M | Vender |
66,012
-510
| -0.8% | -USD 93.5 k | 12.5% | 1 |
|
|
2023
Q2 | USD 12.9 M | Vender |
66,522
-6,505
| -9% | -USD 1.13 M | 13.71% | 1 |
|
|
2023
Q1 | USD 12 M | Vender |
73,027
-7,505
| -9% | -USD 1.11 M | 14.23% | 1 |
|
|
2022
Q4 | USD 10.5 M | Vender |
80,532
-1,130
| -1% | -USD 161 k | 13.44% | 1 |
|
|
2022
Q3 | USD 11.3 M | Vender |
81,662
-1,735
| -2% | -USD 272 k | 14.7% | 1 |
|
|
2022
Q2 | USD 11.4 M | Vender |
83,397
-960
| -1% | -USD 145 k | 13.9% | 1 |
|
|
2022
Q1 | USD 14.7 M | Vender |
84,357
-1,745
| -2% | -USD 293 k | 14.29% | 1 |
|
|
2021
Q4 | USD 15.3 M | Vender |
86,102
-1,575
| -2% | -USD 249 k | 13.24% | 1 |
|
|
2021
Q3 | USD 12.4 M | Vender |
87,677
-475
| -0.5% | -USD 69.9 k | 11.37% | 1 |
|
|
2021
Q2 | USD 12.1 M | Vender |
88,152
-2,238
| -2% | -USD 290 k | 11.06% | 1 |
|
|
2021
Q1 | USD 11 M | Vender |
90,390
-1,010
| -1% | -USD 130 k | 10.85% | 1 |
|
|
2020
Q4 | USD 12.1 M | Vender |
91,400
-2,100
| -2% | -USD 253 k | 12.75% | 1 |
|
|
2020
Q3 | USD 10.8 M | Vender |
93,500
-10,096
| -10% | -USD 1.1 M | 12.96% | 1 |
|
|
2020
Q2 | USD 9.45 M | Vender |
103,596
-1,220
| -1% | -USD 94.5 k | 12.22% | 1 |
|
|
2020
Q1 | USD 6.66 M | Vender |
104,816
-1,800
| -2% | -USD 132 k | 11.18% | 1 |
|
|
2019
Q4 | USD 7.83 M | Vender |
106,616
-1,200
| -1% | -USD 77.2 k | 10.66% | 1 |
|
|
2019
Q3 | USD 6.04 M | Vender |
107,816
-2,060
| -2% | -USD 108 k | 9.03% | 1 |
|
|
2019
Q2 | USD 5.44 M | Vender |
109,876
-4,640
| -4% | -USD 226 k | 8.09% | 1 |
|
|
2019
Q1 | USD 5.44 M | Vender |
114,516
-980
| -0.8% | -USD 41.6 k | 8.3% | 1 |
|
|
2018
Q4 | USD 4.56 M | Vender |
115,496
-1,300
| -1% | -USD 63 k | 8.01% | 1 |
|
|
2018
Q3 | USD 6.59 M | Comprar |
116,796
+248
| +0.2% | +USD 12.9 k | 9.71% | 1 |
|
|
2018
Q2 | USD 5.39 M | Vender |
116,548
-4,240
| -4% | -USD 192 k | 8.41% | 1 |
|
|
2018
Q1 | USD 5.07 M | Vender |
120,788
-1,872
| -2% | -USD 80.6 k | 7.82% | 1 |
|
|
2017
Q4 | USD 5.19 M | Vender |
122,660
-480
| -0.4% | -USD 20.1 k | 7.82% | 1 |
|
|
2017
Q3 | USD 4.74 M | Comprar |
123,140
+9,332
| +8% | +USD 362 k | 7.85% | 1 |
|
|
2017
Q2 | USD 4.1 M | Comprar |
113,808
+160
| +0.1% | +USD 5.92 k | 7.35% | 1 |
|
|
2017
Q1 | USD 4.08 M | Vender |
113,648
-2,000
| -2% | -USD 65.9 k | 7.51% | 1 |
|
|
2016
Q4 | USD 3.35 M | Comprar |
115,648
+320
| +0.3% | +USD 9.07 k | 6.58% | 1 |
|
|
2016
Q3 | USD 3.26 M | Comprar |
115,328
+700
| +0.6% | +USD 18.5 k | 6.75% | 1 |
|
|
2016
Q2 | USD 2.74 M | Vender |
114,628
-2,600
| -2% | -USD 64.6 k | 5.85% | 1 |
|
|
2016
Q1 | USD 3.19 M | Vender |
117,228
-5,600
| -5% | -USD 140 k | 7.08% | 1 |
|
|
2015
Q4 | USD 3.23 M | Vender |
122,828
-600
| -0.5% | -USD 17.1 k | 7.07% | 1 |
|
|
2015
Q3 | USD 3.4 M | Vender |
123,428
-380
| -0.3% | -USD 11.1 k | 7.9% | 1 |
|
|
2015
Q2 | USD 3.88 M | Vender |
123,808
-4,700
| -4% | -USD 150 k | 8.39% | 1 |
|
|
2015
Q1 | USD 4 M | Comprar |
128,508
+3,400
| +3% | +USD 103 k | 8.64% | 1 |
|
|
2014
Q4 | USD 3.45 M | Vender |
125,108
-1,860
| -1% | -USD 50.6 k | 7.91% | 1 |
|
|
2014
Q3 | USD 3.2 M | Vender |
126,968
-260
| -0.2% | -USD 6.38 k | 7.96% | 1 |
|
|
2014
Q2 | USD 2.96 M | Vender |
127,228
-2,552
| -2% | -USD 54.3 k | 7.53% | 1 |
|
|
2014
Q1 | USD 2.49 M | Mantener |
129,780
| – | – | 6.51% | 1 |
|
|
2013
Q4 | USD 2.6 M | Comprar |
129,780
+4,900
| +4% | +USD 92.6 k | 6.8% | 1 |
|
|
2013
Q3 | USD 2.13 M | Vender |
124,880
-155,540
| -55% | -USD 2.58 M | 6.47% | 1 |
|
|
2013
Q2 | USD 3.97 M | Comprar |
+280,420
| Nuevas | +USD 4.31 M | 4.28% | 1 |
|
Otros fondos que tienen AAPL en su cartera
Posición de Mount Vernon Associates en AAPL: resumen de T3 2026
Mount Vernon Associates redujo su participación en Apple (AAPL) en 6.2% durante T3 2026, al vender acciones por un valor estimado de USD 1.12 M, y conservó 52,565 acciones valuadas en USD 17.5 M. La posición representa 11.64% de la cartera y ocupa el puesto #1.
Mount Vernon Associates reportó por primera vez una posición en AAPL en T2 2013 y la ha mantenido durante 54 trimestres desde entonces. Al cierre de T3 2026, 4,963 fondos que sigue Wall St. Rank mantienen una posición en AAPL.
- Al cierre de T3 2026, Mount Vernon Associates tenía 52,565 acciones de Apple con un valor de USD 17.5 M.
- Mount Vernon Associates vendió 3,494 acciones de Apple en T3 2026, por un valor estimado de USD 1.12 M.
- Apple representó 11.64% de la cartera de Mount Vernon Associates en T3 2026 y fue su posición número 1.
- Mount Vernon Associates reportó por primera vez una posición en Apple en T2 2013 y la ha mantenido durante 54 trimestres desde entonces.
- Al cierre de T3 2026, 4,963 fondos que sigue Wall St. Rank tenían Apple en cartera.
Según el Informe 13F de Mount Vernon Associates correspondiente a T3 2026, presentado el 26 oct 2026.