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McGinn Penninger Investment Management’s Apple AAPL Stock Holding History

McGinn Penninger Investment 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 		$13.1M Sell
45,330
-760
-2% -$217K 7.98% 1
2026
Q1 		$11.7M Sell
46,090
-10,208
-18% -$2.66M 7.65% 1
2025
Q4 		$15.3M Buy
56,298
+573
+1% +$154K 8.89% 1
2025
Q3 		$14.2M Sell
55,725
-416
-0.7% -$94K 8.32% 3
2025
Q2 		$11.5M Sell
56,141
-5,348
-9% -$1.08M 7.29% 4
2025
Q1 		$13.7M Sell
61,489
-908
-1% -$210K 8.94% 1
2024
Q4 		$15.6M Sell
62,397
-366
-0.6% -$86.3K 10.44% 1
2024
Q3 		$14.6M Sell
62,763
-530
-0.8% -$118K 9.73% 2
2024
Q2 		$13.3M Sell
63,293
-385
-0.6% -$71.8K 9.06% 2
2024
Q1 		$10.9M Buy
63,678
+830
+1% +$151K 7.16% 3
2023
Q4 		$12.1M Sell
62,848
-572
-0.9% -$106K 8.79% 2
2023
Q3 		$10.9M Sell
63,420
-3,818
-6% -$700K 8.55% 2
2023
Q2 		$13M Buy
67,238
+494
+0.7% +$86.1K 9.42% 2
2023
Q1 		$11M Sell
66,744
-4,169
-6% -$615K 8.38% 2
2022
Q4 		$9.21M Sell
70,913
-217
-0.3% -$31K 6.63% 2
2022
Q3 		$9.83M Buy
71,130
+1,825
+3% +$286K 8.46% 1
2022
Q2 		$9.47M Buy
69,305
+110
+0.2% +$16.7K 7.52% 2
2022
Q1 		$12.1M Sell
69,195
-16,085
-19% -$2.7M 8.08% 2
2021
Q4 		$15.1M Buy
85,280
+2,276
+3% +$360K 10.01% 1
2021
Q3 		$11.7M Sell
83,004
-1,491
-2% -$220K 8.46% 2
2021
Q2 		$11.6M Sell
84,495
-2,201
-3% -$285K 8.28% 2
2021
Q1 		$10.6M Sell
86,696
-8,001
-8% -$1.03M 7.83% 1
2020
Q4 		$12.6M Buy
+94,697
New +$11.4M 11.56% 1

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

McGinn Penninger Investment Management's AAPL Position: Q2 2026 in Review

McGinn Penninger Investment Management reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $217K and leaving 45,330 shares worth $13.1M. The position accounts for 7.98% of the portfolio, ranked #1.

McGinn Penninger Investment Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.6M in Q4 2024. 3,777 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McGinn Penninger Investment Management held 45,330 shares of Apple worth $13.1M as of Q2 2026.
  • McGinn Penninger Investment Management sold 760 Apple shares in Q2 2026, an estimated $217K.
  • Apple made up 7.98% of McGinn Penninger Investment Management's portfolio in Q2 2026, its #1 holding.
  • McGinn Penninger Investment Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • McGinn Penninger Investment Management's Apple position peaked at $15.6M in Q4 2024.
  • 3,777 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McGinn Penninger Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.