MHR
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Matthew Hamilton Rosenberg’s Apple AAPL Stock Holding History

Matthew Hamilton Rosenberg’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 		$3.71M Buy
12,805
+485
+4% +$139K 0.69% 20
2026
Q1 		$3.13M Buy
12,320
+471
+4% +$123K 0.64% 23
2025
Q4 		$3.22M Sell
11,849
-77
-0.6% -$20.7K 0.67% 23
2025
Q3 		$3.04M Buy
11,926
+37
+0.3% +$8.36K 0.66% 22
2025
Q2 		$2.44M Sell
11,889
-160
-1% -$32.3K 0.57% 23
2025
Q1 		$2.68M Buy
12,049
+719
+6% +$167K 0.67% 22
2024
Q4 		$2.84M Buy
11,330
+53
+0.5% +$12.5K 0.74% 23
2024
Q3 		$2.63M Buy
11,277
+150
+1% +$33.5K 0.69% 23
2024
Q2 		$2.41M Sell
11,127
-51
-0.5% -$9.51K 0.71% 23
2024
Q1 		$1.9M Sell
11,178
-570
-5% -$104K 0.55% 25
2023
Q4 		$2.26M Buy
11,748
+54
+0.5% +$9.97K 0.7% 24
2023
Q3 		$2M Buy
11,694
+88
+0.8% +$16.1K 0.67% 24
2023
Q2 		$2.25M Sell
11,606
-2,539
-18% -$442K 0.76% 22
2023
Q1 		$2.33M Sell
14,145
-21
-0.1% -$3.1K 0.75% 23
2022
Q4 		$1.84M Buy
14,166
+130
+0.9% +$18.6K 0.62% 26
2022
Q3 		$1.94M Buy
14,036
+363
+3% +$57K 0.75% 24
2022
Q2 		$1.89M Buy
13,673
+409
+3% +$61.9K 0.71% 22
2022
Q1 		$2.32M Buy
13,264
+171
+1% +$28.8K 0.81% 21
2021
Q4 		$2.33M Sell
13,093
-618
-5% -$97.7K 0.83% 23
2021
Q3 		$1.94M Buy
13,711
+2,966
+28% +$437K 0.77% 25
2021
Q2 		$1.47M Sell
10,745
-607
-5% -$78.6K 0.77% 22
2021
Q1 		$1.39M Sell
11,352
-5
-0% -$642 0.79% 21
2020
Q4 		$1.51M Buy
11,357
+1,586
+16% +$191K 0.94% 19
2020
Q3 		$1.13M Buy
9,771
+371
+4% +$40.5K 0.83% 22
2020
Q2 		$857K Buy
9,400
+1,560
+20% +$121K 0.68% 25
2020
Q1 		$499K Buy
+7,840
New +$577K 0.5% 26

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

Matthew Hamilton Rosenberg's AAPL Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Apple (AAPL) stake by 3.9% in Q2 2026, buying an estimated $139K and bringing the position to 12,805 shares worth $3.71M. The position accounts for 0.69% of the portfolio, ranked #20.

Matthew Hamilton Rosenberg first reported a position in AAPL in Q1 2020 and has held it in 26 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Matthew Hamilton Rosenberg held 12,805 shares of Apple worth $3.71M as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 485 Apple shares in Q2 2026, an estimated $139K.
  • Apple made up 0.69% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #20 holding.
  • Matthew Hamilton Rosenberg first reported a position in Apple in Q1 2020 and has held it in 26 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.