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McCarthy & Cox’s Apple AAPL Stock Holding History

McCarthy & Cox’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 		– Sell
-1,545
Closed -$393K – 20
2025
Q3 		$393K Buy
1,545
+1
+0.1% +$226 0.09% 47
2025
Q2 		$317K Sell
1,544
-122
-7% -$24.6K 0.08% 51
2025
Q1 		$370K Buy
1,666
+19
+1% +$4.4K 0.16% 41
2024
Q4 		$412K Sell
1,647
-120
-7% -$28.3K 0.14% 37
2024
Q3 		$412K Buy
1,767
+66
+4% +$14.7K 0.16% 38
2024
Q2 		$358K Sell
1,701
-465
-21% -$86.7K 0.14% 38
2024
Q1 		$371K Buy
+2,166
New +$394K 0.14% 38

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

McCarthy & Cox's AAPL Position: Q4 2025 in Review

McCarthy & Cox sold out of Apple (AAPL) in Q4 2025, closing a stake of 1,545 shares — an estimated $393K sold.

McCarthy & Cox first reported a position in AAPL in Q1 2024 and held it in 7 quarters. The position peaked at $412K in Q4 2024. 6,116 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • McCarthy & Cox reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 1,545 Apple shares in Q4 2025, an estimated $393K.
  • McCarthy & Cox first reported a position in Apple in Q1 2024 and held it in 7 quarters.
  • McCarthy & Cox's Apple position peaked at $412K in Q4 2024.
  • 6,116 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.