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McBroom & Associates’s Apple AAPL Stock Holding History

McBroom & 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 		$10.3M Sell
35,475
-440
-1% -$126K 5.16% 4
2026
Q1 		$9.11M Sell
35,915
-2,689
-7% -$700K 5.08% 8
2025
Q4 		$10.5M Buy
38,604
+14
+0% +$3.76K 5.1% 6
2025
Q3 		$9.83M Buy
38,590
+215
+0.6% +$48.6K 4.67% 9
2025
Q2 		$8.52M Hold
38,375
– – 4.88% 8
2025
Q1 		$8.52M Buy
38,375
+695
+2% +$161K 4.88% 8
2024
Q4 		$9.44M Buy
37,680
+1,043
+3% +$246K 5.34% 7
2024
Q3 		$8.54M Buy
36,637
+396
+1% +$88.4K 5.22% 6
2024
Q2 		$7.63M Buy
36,241
+527
+1% +$98.3K 4.78% 9
2024
Q1 		$6.12M Sell
35,714
-266
-0.7% -$48.4K 4.03% 12
2023
Q4 		$6.93M Sell
35,980
-389
-1% -$71.8K 5.05% 7
2023
Q3 		$6.23M Buy
36,369
+206
+0.6% +$37.8K 4.96% 6
2023
Q2 		$7.01M Buy
36,163
+1,335
+4% +$233K 5.53% 3
2023
Q1 		$5.74M Buy
34,828
+1,130
+3% +$167K 5.14% 6
2022
Q4 		$4.38M Sell
33,698
-995
-3% -$142K 4.75% 8
2022
Q3 		$4.79M Sell
34,693
-2,055
-6% -$323K 5.41% 4
2022
Q2 		$5.02M Sell
36,748
-563
-2% -$85.3K 5.47% 5
2022
Q1 		$6.51M Sell
37,311
-1,456
-4% -$245K 5.77% 4
2021
Q4 		$6.88M Buy
+38,767
New +$6.13M 5.18% 7

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

McBroom & Associates's AAPL Position: Q2 2026 in Review

McBroom & Associates reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $126K and leaving 35,475 shares worth $10.3M. The position accounts for 5.16% of the portfolio, ranked #4.

McBroom & Associates first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McBroom & Associates held 35,475 shares of Apple worth $10.3M as of Q2 2026.
  • McBroom & Associates sold 440 Apple shares in Q2 2026, an estimated $126K.
  • Apple made up 5.16% of McBroom & Associates's portfolio in Q2 2026, its #4 holding.
  • McBroom & Associates first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • McBroom & Associates's Apple position peaked at $10.5M in Q4 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.