McDaniel Terry & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $88.8M | Buy |
350,028
+71,541
| +26% | +$18.6M | 7.55% | 3 |
|
|
2025
Q4 | $75.7M | Sell |
278,487
-79,297
| -22% | -$21.3M | 6.59% | 3 |
|
|
2025
Q3 | $91.1M | Sell |
357,784
-1,310
| -0.4% | -$296K | 7.33% | 2 |
|
|
2025
Q2 | $73.7M | Sell |
359,094
-537
| -0.1% | -$108K | 6.03% | 2 |
|
|
2025
Q1 | $79.9M | Sell |
359,631
-1,701
| -0.5% | -$394K | 6.99% | 2 |
|
|
2024
Q4 | $90.5M | Buy |
361,332
+1,248
| +0.3% | +$294K | 7.42% | 2 |
|
|
2024
Q3 | $83.9M | Buy |
360,084
+528
| +0.1% | +$118K | 7.03% | 2 |
|
|
2024
Q2 | $75.7M | Buy |
359,556
+939
| +0.3% | +$175K | 6.61% | 2 |
|
|
2024
Q1 | $61.5M | Sell |
358,617
-89
| -0% | -$16.2K | 5.47% | 2 |
|
|
2023
Q4 | $69.1M | Sell |
358,706
-315
| -0.1% | -$58.2K | 6.61% | 2 |
|
|
2023
Q3 | $61.5M | Buy |
359,021
+2,691
| +0.8% | +$493K | 6.4% | 2 |
|
|
2023
Q2 | $69.1M | Sell |
356,330
-2,513
| -0.7% | -$438K | 7.03% | 2 |
|
|
2023
Q1 | $59.2M | Sell |
358,843
-8,950
| -2% | -$1.32M | 6.45% | 2 |
|
|
2022
Q4 | $47.8M | Sell |
367,793
-652
| -0.2% | -$93.2K | 5.56% | 3 |
|
|
2022
Q3 | $50.9M | Buy |
368,445
+786
| +0.2% | +$123K | 6.6% | 2 |
|
|
2022
Q2 | $50.3M | Buy |
367,659
+2,000
| +0.5% | +$303K | 6.21% | 2 |
|
|
2022
Q1 | $63.8M | Buy |
365,659
+2,761
| +0.8% | +$464K | 6.9% | 2 |
|
|
2021
Q4 | $64.4M | Buy |
362,898
+6,457
| +2% | +$1.02M | 6.45% | 2 |
|
|
2021
Q3 | $50.4M | Buy |
356,441
+1,590
| +0.4% | +$234K | 5.88% | 3 |
|
|
2021
Q2 | $48.6M | Buy |
354,851
+2,190
| +0.6% | +$284K | 5.6% | 2 |
|
|
2021
Q1 | $43.1M | Buy |
352,661
+1,135
| +0.3% | +$146K | 5.27% | 2 |
|
|
2020
Q4 | $46.6M | Buy |
351,526
+3,805
| +1% | +$458K | 5.91% | 2 |
|
|
2020
Q3 | $40.3M | Buy |
347,721
+233
| +0.1% | +$25.4K | 5.7% | 3 |
|
|
2020
Q2 | $31.7M | Buy |
347,488
+92,068
| +36% | +$7.13M | 4.83% | 3 |
|
|
2020
Q1 | $16.2M | Sell |
255,420
-484
| -0.2% | -$35.6K | 2.99% | 16 |
|
|
2019
Q4 | $18.8M | Buy |
255,904
+260
| +0.1% | +$16.7K | 2.81% | 19 |
|
|
2019
Q3 | $14.3M | Buy |
255,644
+9,976
| +4% | +$522K | 2.3% | 23 |
|
|
2019
Q2 | $12.2M | Buy |
245,668
+39,452
| +19% | +$1.92M | 2.02% | 23 |
|
|
2019
Q1 | $9.79M | Sell |
206,216
-2,132
| -1% | -$90.4K | 1.68% | 23 |
|
|
2018
Q4 | $8.22M | Sell |
208,348
-3,600
| -2% | -$175K | 1.59% | 24 |
|
|
2018
Q3 | $12M | Sell |
211,948
-1,284
| -0.6% | -$66.9K | 2.02% | 23 |
|
|
2018
Q2 | $9.87M | Buy |
213,232
+1,880
| +0.9% | +$85.3K | 1.81% | 24 |
|
|
2018
Q1 | $8.87M | Sell |
211,352
-60
| -0% | -$2.58K | 1.62% | 24 |
|
|
2017
Q4 | $8.94M | Sell |
211,412
-672
| -0.3% | -$28.1K | 1.58% | 25 |
|
|
2017
Q3 | $8.17M | Hold |
212,084
| – | – | 1.55% | 25 |
|
|
2017
Q2 | $7.64M | Hold |
212,084
| – | – | 1.48% | 25 |
|
|
2017
Q1 | $7.62M | Sell |
212,084
-6,660
| -3% | -$219K | 1.49% | 24 |
|
|
2016
Q4 | $6.33M | Sell |
218,744
-4,484
| -2% | -$127K | 1.31% | 24 |
|
|
2016
Q3 | $6.31M | Buy |
223,228
+1,200
| +0.5% | +$31.8K | 1.35% | 24 |
|
|
2016
Q2 | $5.31M | Buy |
222,028
+280
| +0.1% | +$6.96K | 1.19% | 25 |
|
|
2016
Q1 | $6.04M | Buy |
221,748
+7,752
| +4% | +$193K | 1.42% | 24 |
|
|
2015
Q4 | $5.63M | Buy |
213,996
+1,376
| +0.6% | +$39.3K | 1.47% | 24 |
|
|
2015
Q3 | $5.86M | Sell |
212,620
-400
| -0.2% | -$11.7K | 1.63% | 24 |
|
|
2015
Q2 | $6.68M | Buy |
213,020
+4,060
| +2% | +$130K | 1.68% | 25 |
|
|
2015
Q1 | $6.5M | Sell |
208,960
-668
| -0.3% | -$20.2K | 1.59% | 25 |
|
|
2014
Q4 | $5.79M | Sell |
209,628
-4,092
| -2% | -$111K | 1.37% | 25 |
|
|
2014
Q3 | $5.38M | Sell |
213,720
-1,020
| -0.5% | -$25K | 1.29% | 25 |
|
|
2014
Q2 | $4.99M | Buy |
214,740
+568
| +0.3% | +$12.1K | 1.19% | 25 |
|
|
2014
Q1 | $4.11M | Sell |
214,172
-280
| -0.1% | -$5.33K | 1.04% | 25 |
|
|
2013
Q4 | $4.3M | Buy |
214,452
+1,092
| +0.5% | +$20.6K | 1.09% | 25 |
|
|
2013
Q3 | $3.63M | Hold |
213,360
| – | – | 1% | 27 |
|
|
2013
Q2 | $3.02M | Buy |
+213,360
| New | +$3.28M | 0.9% | 28 |
|
Other funds holding AAPL
VCM
VPM
McDaniel Terry & Co's AAPL Position: Q1 2026 in Review
McDaniel Terry & Co increased its Apple (AAPL) stake by 26% in Q1 2026, buying an estimated $18.6M and bringing the position to 350,028 shares worth $88.8M. The position accounts for 7.55% of the portfolio, ranked #3.
McDaniel Terry & Co first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $91.1M in Q3 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- McDaniel Terry & Co held 350,028 shares of Apple worth $88.8M as of Q1 2026.
- McDaniel Terry & Co bought 71,541 Apple shares in Q1 2026, an estimated $18.6M.
- Apple made up 7.55% of McDaniel Terry & Co's portfolio in Q1 2026, its #3 holding.
- McDaniel Terry & Co first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- McDaniel Terry & Co's Apple position peaked at $91.1M in Q3 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.