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McCarthy Asset Management’s Apple AAPL Stock Holding History

McCarthy Asset 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 		$701K Buy
+2,424
New +$693K 0.33% 19
2025
Q4 		$881K Sell
3,242
-65
-2% -$17.4K 0.46% 18
2025
Q3 		$842K Sell
3,307
-8
-0.2% -$1.81K 0.54% 16
2025
Q2 		$680K Sell
3,315
-175
-5% -$35.3K 0.46% 16
2025
Q1 		$775K Buy
3,490
+2
+0.1% +$463 0.56% 15
2024
Q4 		$873K Sell
3,488
-11,740
-77% -$2.77M 0.62% 15
2024
Q3 		$3.55M Sell
15,228
-15,816
-51% -$3.53M 2.21% 11
2024
Q2 		$6.54M Sell
31,044
-86
-0.3% -$16K 3.85% 8
2024
Q1 		$5.34M Buy
31,130
+21
+0.1% +$3.82K 3.29% 8
2023
Q4 		$5.99M Sell
31,109
-1,294
-4% -$239K 3.83% 7
2023
Q3 		$5.55M Sell
32,403
-4,350
-12% -$798K 4.07% 5
2023
Q2 		$7.13M Sell
36,753
-416
-1% -$72.5K 4.85% 5
2023
Q1 		$6.13M Sell
37,169
-222
-0.6% -$32.8K 4.16% 5
2022
Q4 		$4.86M Sell
37,391
-433
-1% -$61.9K 3.39% 7
2022
Q3 		$5.23M Sell
37,824
-63
-0.2% -$9.89K 4.09% 5
2022
Q2 		$5.18M Sell
37,887
-29
-0.1% -$4.39K 4.21% 7
2022
Q1 		$6.62M Sell
37,916
-234
-0.6% -$39.4K 4.61% 6
2021
Q4 		$6.77M Sell
38,150
-162
-0.4% -$25.6K 4.66% 6
2021
Q3 		$5.42M Sell
38,312
-12,964
-25% -$1.91M 4.07% 8
2021
Q2 		$7.02M Sell
51,276
-989
-2% -$128K 4.99% 5
2021
Q1 		$6.38M Buy
52,265
+668
+1% +$85.7K 4.99% 5
2020
Q4 		$6.85M Buy
+51,597
New +$6.21M 5.68% 5

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

McCarthy Asset Management's AAPL Position: Q2 2026 in Review

McCarthy Asset Management opened a new position in Apple (AAPL) in Q2 2026: 2,424 shares worth $701K. The stake represents 0.33% of the portfolio and ranks #19 among its holdings. This is a return to the name: McCarthy Asset Management previously reported a position in AAPL as recently as Q4 2025.

McCarthy Asset Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.13M in Q2 2023. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McCarthy Asset Management held 2,424 shares of Apple worth $701K as of Q2 2026.
  • Apple was a new McCarthy Asset Management position in Q2 2026.
  • Apple made up 0.33% of McCarthy Asset Management's portfolio in Q2 2026, its #19 holding.
  • McCarthy Asset Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • McCarthy Asset Management's Apple position peaked at $7.13M in Q2 2023.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McCarthy Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.