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Mattern Capital Management’s Apple AAPL Stock Holding History

Mattern 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
Q2 		$22.1M Sell
76,362
-1,238
-2% -$354K 2.58% 1
2026
Q1 		$19.7M Buy
77,600
+867
+1% +$226K 2.36% 1
2025
Q4 		$20.9M Sell
76,733
-2,285
-3% -$613K 2.46% 1
2025
Q3 		$20.1M Sell
79,018
-1,734
-2% -$392K 2.37% 1
2025
Q2 		$16.6M Buy
80,752
+3,068
+4% +$620K 1.99% 2
2025
Q1 		$17.3M Sell
77,684
-4,754
-6% -$1.1M 2.2% 1
2024
Q4 		$20.6M Sell
82,438
-3,114
-4% -$734K 2.69% 1
2024
Q3 		$19.9M Sell
85,552
-412
-0.5% -$92K 2.51% 1
2024
Q2 		$18.1M Sell
85,964
-1,133
-1% -$211K 2.5% 1
2024
Q1 		$14.9M Buy
87,097
+642
+0.7% +$117K 2.03% 2
2023
Q4 		$16.6M Buy
86,455
+805
+0.9% +$149K 2.42% 1
2023
Q3 		$14.7M Buy
85,650
+2,526
+3% +$463K 2.37% 1
2023
Q2 		$16.1M Buy
83,124
+1,412
+2% +$246K 2.62% 1
2023
Q1 		$13.5M Buy
81,712
+2,201
+3% +$325K 2.38% 1
2022
Q4 		$10.3M Buy
79,511
+3,301
+4% +$472K 1.91% 1
2022
Q3 		$10.5M Sell
76,210
-743
-1% -$117K 2.19% 1
2022
Q2 		$10.5M Sell
76,953
-1,723
-2% -$261K 2.08% 1
2022
Q1 		$13.7M Buy
78,676
+1,905
+2% +$320K 2.46% 1
2021
Q4 		$13.6M Sell
76,771
-6,916
-8% -$1.09M 2.38% 1
2021
Q3 		$11.8M Sell
83,687
-1,534
-2% -$226K 2.34% 1
2021
Q2 		$11.7M Buy
85,221
+1,421
+2% +$184K 2.31% 1
2021
Q1 		$10.2M Sell
83,800
-6,007
-7% -$771K 2.21% 1
2020
Q4 		$11.9M Sell
89,807
-1,810
-2% -$218K 2.83% 1
2020
Q3 		$10.6M Sell
91,617
-2,239
-2% -$244K 2.77% 1
2020
Q2 		$8.56M Buy
93,856
+11,352
+14% +$880K 2.48% 1
2020
Q1 		$5.25M Sell
82,504
-7,908
-9% -$582K 1.78% 2
2019
Q4 		$6.64M Buy
+90,412
New +$5.82M 1.84% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mattern Capital Management's AAPL Position: Q2 2026 in Review

Mattern Capital Management reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $354K and leaving 76,362 shares worth $22.1M. The position accounts for 2.58% of the portfolio, ranked #1.

Mattern Capital Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mattern Capital Management held 76,362 shares of Apple worth $22.1M as of Q2 2026.
  • Mattern Capital Management sold 1,238 Apple shares in Q2 2026, an estimated $354K.
  • Apple made up 2.58% of Mattern Capital Management's portfolio in Q2 2026, its #1 holding.
  • Mattern Capital Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mattern Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.