MAI Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Hold |
0
| – | – | – | 343 |
|
|
2025
Q4 | – | Hold |
0
| – | – | – | 323 |
|
|
2025
Q3 | – | Hold |
0
| – | – | – | 337 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 357 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 314 |
|
|
2024
Q4 | – | Sell |
-21,200
| Closed | -$5M | – | 290 |
|
|
2024
Q3 | $4.94M | Buy |
21,200
+4,300
| +25% | +$960K | 0.05% | 258 |
|
|
2024
Q2 | $3.56M | Sell |
16,900
-4,700
| -22% | -$876K | 0.03% | 307 |
|
|
2024
Q1 | $3.7M | Buy |
21,600
+300
| +1% | +$54.5K | 0.04% | 293 |
|
|
2023
Q4 | $4.1M | Sell |
21,300
-2,100
| -9% | -$388K | 0.05% | 222 |
|
|
2023
Q3 | $4.01M | Buy |
23,400
+2,700
| +13% | +$495K | 0.06% | 214 |
|
|
2023
Q2 | $4.02M | Buy |
20,700
+3,000
| +17% | +$523K | 0.06% | 210 |
|
|
2023
Q1 | $2.92M | Sell |
17,700
-4,800
| -21% | -$708K | 0.05% | 238 |
|
|
2022
Q4 | $2.92M | Sell |
22,500
-5,600
| -20% | -$800K | 0.05% | 231 |
|
|
2022
Q3 | $3.88M | Sell |
28,100
-1,000
| -3% | -$157K | 0.07% | 190 |
|
|
2022
Q2 | $3.98M | Buy |
29,100
+8,500
| +41% | +$1.29M | 0.08% | 181 |
|
|
2022
Q1 | $3.6M | Sell |
20,600
-7,000
| -25% | -$1.18M | 0.06% | 188 |
|
|
2021
Q4 | $4.9M | Buy |
27,600
+4,900
| +22% | +$774K | 0.08% | 172 |
|
|
2021
Q3 | $3.21M | Sell |
22,700
-10,300
| -31% | -$1.52M | 0.06% | 177 |
|
|
2021
Q2 | $4.52M | Hold |
33,000
| – | – | 0.09% | 154 |
|
|
2021
Q1 | $4.03M | Sell |
33,000
-15,500
| -32% | -$1.99M | 0.09% | 149 |
|
|
2020
Q4 | $6.43M | Buy |
48,500
+46,500
| +2,325% | +$5.59M | 0.16% | 116 |
|
|
2020
Q3 | $232K | Sell |
2,000
-9,200
| -82% | -$1M | 0.01% | 516 |
|
|
2020
Q2 | $1.02M | Buy |
11,200
+4,000
| +56% | +$310K | 0.03% | 278 |
|
|
2020
Q1 | $458K | Buy |
7,200
+5,200
| +260% | +$382K | 0.02% | 374 |
|
|
2019
Q4 | $147K | Sell |
2,000
-15,200
| -88% | -$978K | ﹤0.01% | 560 |
|
|
2019
Q3 | $963K | Buy |
17,200
+11,200
| +187% | +$586K | 0.04% | 250 |
|
|
2019
Q2 | $297K | Sell |
6,000
-1,200
| -17% | -$58.5K | 0.01% | 423 |
|
|
2019
Q1 | $342K | Buy |
7,200
+1,200
| +20% | +$50.9K | 0.02% | 339 |
|
|
2018
Q4 | $237K | Buy |
+6,000
| New | +$291K | 0.01% | 382 |
|
|
2018
Q3 | – | Sell |
-11,600
| Closed | -$537K | – | 483 |
|
|
2018
Q2 | $537K | Buy |
+11,600
| New | +$526K | 0.03% | 292 |
|
|
2017
Q4 | – | Sell |
-4,000
| Closed | -$154K | – | 474 |
|
|
2017
Q3 | $154K | Hold |
4,000
| – | – | 0.01% | 430 |
|
|
2017
Q2 | $144K | Hold |
4,000
| – | – | 0.01% | 434 |
|
|
2017
Q1 | $144K | Buy |
+4,000
| New | +$132K | 0.01% | 428 |
|
Other funds holding AAPL
VCM
VPM
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.