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McDonald Partners’s Apple AAPL Stock Holding History

McDonald Partners’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 		$13.4M Sell
46,343
-14,135
-23% -$4.04M 3.26% 3
2026
Q1 		$15.3M Buy
60,478
+17,673
+41% +$4.6M 3.62% 1
2025
Q4 		$11.6M Sell
42,805
-4,130
-9% -$1.11M 3.67% 3
2025
Q3 		$12M Sell
46,935
-21,386
-31% -$4.83M 3.57% 3
2025
Q2 		$14M Sell
68,321
-6,660
-9% -$1.34M 3.36% 3
2025
Q1 		$16.7M Sell
74,981
-3,319
-4% -$769K 4.34% 2
2024
Q4 		$19.6M Sell
78,300
-831
-1% -$196K 5.01% 1
2024
Q3 		$18.4M Buy
79,131
+1,673
+2% +$374K 4.61% 2
2024
Q2 		$16.3M Buy
77,458
+2,959
+4% +$552K 4.37% 2
2024
Q1 		$12.8M Sell
74,499
-2,028
-3% -$369K 3.51% 3
2023
Q4 		$14.7M Sell
76,527
-1,168
-2% -$216K 4.37% 2
2023
Q3 		$13.3M Sell
77,695
-7,944
-9% -$1.46M 4.33% 2
2023
Q2 		$16.6M Sell
85,639
-4,009
-4% -$699K 5.08% 1
2023
Q1 		$14.8M Buy
89,648
+1,514
+2% +$223K 4.79% 1
2022
Q4 		$11.5M Sell
88,134
-3,802
-4% -$543K 3.91% 2
2022
Q3 		$12.7M Sell
91,936
-20,043
-18% -$3.15M 4.85% 1
2022
Q2 		$15.3M Sell
111,979
-3,531
-3% -$535K 3.91% 2
2022
Q1 		$20.2M Buy
115,510
+115,491
+607,847% +$19.4M 4.4% 1
2021
Q4 		$3.37K Sell
19
-117,072
-100% -$18.5M ﹤0.01% 280
2021
Q3 		$16.6M Buy
117,091
+262
+0.2% +$38.6K 3.89% 2
2021
Q2 		$16M Buy
116,829
+1,340
+1% +$174K 3.78% 2
2021
Q1 		$14.1M Buy
115,489
+5,513
+5% +$708K 3.62% 2
2020
Q4 		$14.6M Buy
+109,976
New +$13.2M 4.11% 1

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

McDonald Partners's AAPL Position: Q2 2026 in Review

McDonald Partners reduced its Apple (AAPL) stake by 23% in Q2 2026, selling an estimated $4.04M and leaving 46,343 shares worth $13.4M. The position accounts for 3.26% of the portfolio, ranked #3.

McDonald Partners first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.2M in Q1 2022. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McDonald Partners held 46,343 shares of Apple worth $13.4M as of Q2 2026.
  • McDonald Partners sold 14,135 Apple shares in Q2 2026, an estimated $4.04M.
  • Apple made up 3.26% of McDonald Partners's portfolio in Q2 2026, its #3 holding.
  • McDonald Partners first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • McDonald Partners's Apple position peaked at $20.2M in Q1 2022.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.