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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McCarthy Asset Management's AAPL Position: Q4 2025 in Review

McCarthy Asset Management reduced its Apple (AAPL) stake by 2% in Q4 2025, selling an estimated $17.4K and leaving 3,242 shares worth $881K. The position accounts for 0.46% of the portfolio, ranked #18.

McCarthy Asset Management first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.13M in Q2 2023. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • McCarthy Asset Management held 3,242 shares of Apple worth $881K as of Q4 2025.
  • McCarthy Asset Management sold 65 Apple shares in Q4 2025, an estimated $17.4K.
  • Apple made up 0.46% of McCarthy Asset Management's portfolio in Q4 2025, its #18 holding.
  • McCarthy Asset Management first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • McCarthy Asset Management's Apple position peaked at $7.13M in Q2 2023.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on McCarthy Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.