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McDonough Capital Management’s Apple AAPL Stock Holding History

McDonough Capital 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
Q2 		$21.2M Sell
178,379
-197,388
-53% -$56.5M 10.59% 4
2026
Q1 		$18.7M Sell
375,767
-437
-0.1% -$114K 10.2% 4
2025
Q4 		$21.2M Buy
376,204
+10,529
+3% +$2.83M 10.39% 3
2025
Q3 		$20.1M Buy
365,675
+33,911
+10% +$7.66M 10.11% 3
2025
Q2 		$16.3M Buy
331,764
+255,054
+332% +$51.5M 9.13% 3
2025
Q1 		$17M Buy
76,710
+909
+1% +$211K 11.13% 2
2024
Q4 		$19M Buy
75,801
+1,913
+3% +$451K 11.74% 2
2024
Q3 		$17.2M Buy
73,888
+366
+0.5% +$81.7K 11.85% 2
2024
Q2 		$15.5M Buy
73,522
+220
+0.3% +$41K 11.27% 2
2024
Q1 		$12.6M Buy
73,302
+2,098
+3% +$381K 9.92% 2
2023
Q4 		$13.7M Sell
71,204
-553
-0.8% -$102K 11.83% 2
2023
Q3 		$12.3M Buy
71,757
+1,140
+2% +$209K 11.64% 2
2023
Q2 		$13.7M Sell
70,617
-733
-1% -$128K 12.59% 2
2023
Q1 		$11.8M Sell
71,350
-21
-0% -$3.1K 12.14% 2
2022
Q4 		$9.27M Buy
71,371
+371
+0.5% +$53K 10.74% 2
2022
Q3 		$9.82M Buy
71,000
+405
+0.6% +$63.6K 11.25% 2
2022
Q2 		$9.65M Sell
70,595
-797
-1% -$121K 10.68% 2
2022
Q1 		$12.5M Buy
71,392
+823
+1% +$138K 10.82% 2
2021
Q4 		$12.5M Buy
+70,569
New +$11.2M 10.19% 2

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

McDonough Capital Management's AAPL Position: Q2 2026 in Review

McDonough Capital Management reduced its Apple (AAPL) stake by 53% in Q2 2026, selling an estimated $56.5M and leaving 178,379 shares worth $21.2M. The position accounts for 10.59% of the portfolio, ranked #4.

McDonough Capital Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.2M in Q4 2025. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McDonough Capital Management held 178,379 shares of Apple worth $21.2M as of Q2 2026.
  • McDonough Capital Management sold 197,388 Apple shares in Q2 2026, an estimated $56.5M.
  • Apple made up 10.59% of McDonough Capital Management's portfolio in Q2 2026, its #4 holding.
  • McDonough Capital Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • McDonough Capital Management's Apple position peaked at $21.2M in Q4 2025.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McDonough Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.