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McAlister Sweet & Associates’s Apple AAPL Stock Holding History

McAlister Sweet & Associates’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 		$10.7M Buy
36,940
+78
+0.2% +$22.3K 5.71% 4
2026
Q1 		$9.36M Buy
36,862
+902
+3% +$235K 5.83% 4
2025
Q4 		$9.78M Sell
35,960
-2,964
-8% -$796K 7.42% 3
2025
Q3 		$9.91M Buy
38,924
+797
+2% +$180K 6.54% 3
2025
Q2 		$7.82M Buy
38,127
+8,094
+27% +$1.63M 6.94% 3
2025
Q1 		$6.67M Sell
30,033
-837
-3% -$194K 5.05% 6
2024
Q4 		$7.73M Buy
30,870
+393
+1% +$92.6K 5.5% 4
2024
Q3 		$7.1M Buy
30,477
+849
+3% +$190K 5.86% 4
2024
Q2 		$6.24M Sell
29,628
-318
-1% -$59.3K 4.48% 4
2024
Q1 		$5.14M Buy
29,946
+3,419
+13% +$622K 4.03% 7
2023
Q4 		$5.11M Sell
26,527
-284
-1% -$52.4K 4.74% 5
2023
Q3 		$4.59M Buy
26,811
+4,555
+20% +$835K 3.9% 6
2023
Q2 		$4.32M Buy
22,256
+1,087
+5% +$189K 3.71% 6
2023
Q1 		$3.49M Buy
21,169
+218
+1% +$32.2K 3.84% 7
2022
Q4 		$2.72M Buy
20,951
+31
+0.1% +$4.43K 4.03% 7
2022
Q3 		$2.89M Sell
20,920
-2,473
-11% -$388K 3.09% 8
2022
Q2 		$3.2M Sell
23,393
-9,540
-29% -$1.44M 3.24% 12
2022
Q1 		$5.75M Sell
32,933
-736
-2% -$124K 6.11% 6
2021
Q4 		$5.98M Buy
+33,669
New +$5.32M 5.22% 6

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

McAlister Sweet & Associates's AAPL Position: Q2 2026 in Review

McAlister Sweet & Associates increased its Apple (AAPL) stake by 0.21% in Q2 2026, buying an estimated $22.3K and bringing the position to 36,940 shares worth $10.7M. The position accounts for 5.71% of the portfolio, ranked #4.

McAlister Sweet & Associates first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McAlister Sweet & Associates held 36,940 shares of Apple worth $10.7M as of Q2 2026.
  • McAlister Sweet & Associates bought 78 Apple shares in Q2 2026, an estimated $22.3K.
  • Apple made up 5.71% of McAlister Sweet & Associates's portfolio in Q2 2026, its #4 holding.
  • McAlister Sweet & Associates first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.