MAI Capital Management’s Apple AAPL Stock Holding History

MAI Capital Management’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 Q1	–	Hold	0	–	–	–	1714
2025 Q4	–	Hold	0	–	–	–	1482
2025 Q3	–	Hold	0	–	–	–	358
2025 Q2	–	Hold	0	–	–	–	355
2025 Q1	–	Hold	0	–	–	–	1599
2024 Q4	–	Hold	0	–	–	–	1437
2022 Q3	–	Sell	-1,600	Closed	-$219K	–	944
2022 Q2	$219K	Buy	1,600 +300	+23%	+$45.4K	﹤0.01%	781
2022 Q1	$227K	Sell	1,300 -2,200	-63%	-$370K	﹤0.01%	792
2021 Q4	$622K	Buy	3,500 +200	+6%	+$31.6K	0.01%	510
2021 Q3	$467K	Buy	3,300 +3,000	+1,000%	+$442K	0.01%	527
2021 Q2	$41K	Buy	+300	New	+$38.9K	﹤0.01%	758
2020 Q4	–	Sell	-4,400	Closed	-$510K	–	678
2020 Q3	$510K	Sell	4,400 -16,800	-79%	-$1.83M	0.01%	396
2020 Q2	$1.93M	Hold	21,200	–	–	0.06%	168
2020 Q1	$1.35M	Buy	+21,200	New	+$1.56M	0.06%	195
2019 Q2	–	Sell	-800	Closed	-$38K	–	544
2019 Q1	$38K	Buy	+800	New	+$33.9K	﹤0.01%	466

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MAI Capital Management's AAPL Position: Q1 2026 in Review

MAI Capital Management increased its Apple (AAPL) stake by 14% in Q1 2026, buying an estimated $76.7M and bringing the position to 2,461,445 shares worth $625M. The position accounts for 3.53% of the portfolio, ranked #2.

MAI Capital Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

MAI Capital Management held 2,461,445 shares of Apple worth $625M as of Q1 2026.
MAI Capital Management bought 294,642 Apple shares in Q1 2026, an estimated $76.7M.
Apple made up 3.53% of MAI Capital Management's portfolio in Q1 2026, its #2 holding.
MAI Capital Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.