Mattern 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 | $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
VCM
VPM
