Buffington Mohr McNeal’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.9M | Sell |
53,639
-7,681
| -13% | -$1.78M | 2.35% | 15 |
|
|
2024
Q4 | $15.4M | Buy |
61,320
+4,496
| +8% | +$1.06M | 2.55% | 12 |
|
|
2024
Q3 | $13.2M | Buy |
56,824
+3,524
| +7% | +$787K | 2.18% | 17 |
|
|
2024
Q2 | $11.2M | Sell |
53,300
-364
| -0.7% | -$67.9K | 1.97% | 19 |
|
|
2024
Q1 | $9.2M | Buy |
53,664
+3,855
| +8% | +$701K | 1.67% | 25 |
|
|
2023
Q4 | $9.59M | Buy |
49,809
+3,353
| +7% | +$619K | 1.93% | 22 |
|
|
2023
Q3 | $7.95M | Sell |
46,456
-2,406
| -5% | -$441K | 1.81% | 20 |
|
|
2023
Q2 | $9.48M | Buy |
48,862
+1,582
| +3% | +$276K | 2.05% | 18 |
|
|
2023
Q1 | $7.8M | Sell |
47,280
-199
| -0.4% | -$29.4K | 1.79% | 22 |
|
|
2022
Q4 | $6.17M | Sell |
47,479
-2,140
| -4% | -$306K | 1.44% | 25 |
|
|
2022
Q3 | $6.86M | Buy |
49,619
+2,460
| +5% | +$386K | 1.65% | 19 |
|
|
2022
Q2 | $6.45M | Buy |
47,159
+5,640
| +14% | +$854K | 1.41% | 24 |
|
|
2022
Q1 | $7.25M | Buy |
41,519
+4,301
| +12% | +$723K | 1.37% | 26 |
|
|
2021
Q4 | $6.61M | Buy |
37,218
+2,949
| +9% | +$466K | 1.13% | 31 |
|
|
2021
Q3 | $4.85M | Buy |
34,269
+152
| +0.4% | +$22.4K | 0.93% | 36 |
|
|
2021
Q2 | $4.67M | Buy |
34,117
+1,206
| +4% | +$156K | 0.92% | 36 |
|
|
2021
Q1 | $4.02M | Sell |
32,911
-3,383
| -9% | -$434K | 0.86% | 35 |
|
|
2020
Q4 | $4.82M | Buy |
36,294
+1,367
| +4% | +$164K | 1.12% | 28 |
|
|
2020
Q3 | $4.04M | Sell |
34,927
-1,817
| -5% | -$198K | 1.07% | 29 |
|
|
2020
Q2 | $3.35M | Buy |
36,744
+2,528
| +7% | +$196K | 0.94% | 32 |
|
|
2020
Q1 | $2.17M | Buy |
34,216
+1,556
| +5% | +$114K | 0.72% | 38 |
|
|
2019
Q4 | $2.4M | Sell |
32,660
-228
| -0.7% | -$14.7K | 0.68% | 40 |
|
|
2019
Q3 | $1.84M | Buy |
32,888
+796
| +2% | +$41.6K | 0.56% | 42 |
|
|
2019
Q2 | $1.59M | Sell |
32,092
-1,820
| -5% | -$88.7K | 0.5% | 45 |
|
|
2019
Q1 | $1.61M | Buy |
33,912
+292
| +0.9% | +$12.4K | 0.52% | 44 |
|
|
2018
Q4 | $1.33M | Buy |
33,620
+14,024
| +72% | +$680K | 0.53% | 44 |
|
|
2018
Q3 | $1.11M | Buy |
19,596
+1,020
| +5% | +$53.1K | 0.38% | 55 |
|
|
2018
Q2 | $860K | Buy |
18,576
+3,020
| +19% | +$137K | 0.32% | 62 |
|
|
2018
Q1 | $653K | Buy |
15,556
+2,768
| +22% | +$119K | 0.25% | 71 |
|
|
2017
Q4 | $541K | Hold |
12,788
| – | – | 0.21% | 86 |
|
|
2017
Q3 | $521K | Buy |
12,788
+1,608
| +14% | +$62.4K | 0.2% | 85 |
|
|
2017
Q2 | $403K | Buy |
+11,180
| New | +$413K | 0.16% | 100 |
|
|
2017
Q1 | – | Sell |
-5,184
| Closed | -$150K | – | 110 |
|
|
2016
Q4 | $150K | Buy |
5,184
+800
| +18% | +$22.7K | 0.06% | 132 |
|
|
2016
Q3 | $123K | Sell |
4,384
-368
| -8% | -$9.74K | 0.05% | 139 |
|
|
2016
Q2 | $114K | Sell |
4,752
-500
| -10% | -$12.4K | 0.05% | 148 |
|
|
2016
Q1 | $143K | Buy |
+5,252
| New | +$131K | 0.06% | 138 |
|
Other funds holding AAPL
Buffington Mohr McNeal's AAPL Position: Q1 2025 in Review
Buffington Mohr McNeal reduced its Apple (AAPL) stake by 13% in Q1 2025, selling an estimated $1.78M and leaving 53,639 shares worth $11.9M. The position accounts for 2.35% of the portfolio, ranked #15.
Buffington Mohr McNeal first reported a position in AAPL in Q1 2016 and has held it in 36 quarters since. The position peaked at $15.4M in Q4 2024. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.
- Buffington Mohr McNeal held 53,639 shares of Apple worth $11.9M as of Q1 2025.
- Buffington Mohr McNeal sold 7,681 Apple shares in Q1 2025, an estimated $1.78M.
- Apple made up 2.35% of Buffington Mohr McNeal's portfolio in Q1 2025, its #15 holding.
- Buffington Mohr McNeal first reported a position in Apple in Q1 2016 and has held it in 36 quarters since.
- Buffington Mohr McNeal's Apple position peaked at $15.4M in Q4 2024.
- 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.
Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.