McCarthy Asset Management
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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
Q3 		$804K Sell
2,413
-11
-0.5% -$3.53K 0.38% 18
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% -$9.9K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

McCarthy Asset Management's AAPL Position: Q3 2026 in Review

McCarthy Asset Management reduced its Apple (AAPL) stake by 0.45% in Q3 2026, selling an estimated $3.53K and leaving 2,413 shares worth $804K. The position accounts for 0.38% of the portfolio, ranked #18.

McCarthy Asset Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.13M in Q2 2023. 1,959 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • McCarthy Asset Management held 2,413 shares of Apple worth $804K as of Q3 2026.
  • McCarthy Asset Management sold 11 Apple shares in Q3 2026, an estimated $3.53K.
  • Apple made up 0.38% of McCarthy Asset Management's portfolio in Q3 2026, its #18 holding.
  • McCarthy Asset Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • McCarthy Asset Management's Apple position peaked at $7.13M in Q2 2023.
  • 1,959 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on McCarthy Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.