McGowan Group Asset Management’s Apple AAPL Stock Holding History

McGowan Group Asset 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 Q1	$4.82M	Sell	18,981 -276	-1%	-$71.8K	0.61%	36
2025 Q4	$5.24M	Buy	19,257 +236	+1%	+$63.4K	0.65%	36
2025 Q3	$4.84M	Sell	19,021 -786	-4%	-$178K	0.6%	36
2025 Q2	$4.06M	Sell	19,807 -237	-1%	-$47.9K	0.51%	40
2025 Q1	$4.45M	Sell	20,044 -871	-4%	-$202K	0.59%	36
2024 Q4	$5.24M	Sell	20,915 -77	-0.4%	-$18.1K	0.7%	32
2024 Q3	$4.89M	Sell	20,992 -30	-0.1%	-$6.7K	0.64%	34
2024 Q2	$4.43M	Sell	21,022 -128	-0.6%	-$23.9K	0.62%	33
2024 Q1	$3.63M	Buy	21,150 +2,026	+11%	+$368K	0.52%	32
2023 Q4	$3.68M	Sell	19,124 -38	-0.2%	-$7.02K	0.59%	31
2023 Q3	$3.28M	Buy	19,162 +265	+1%	+$48.6K	0.52%	34
2023 Q2	$3.67M	Buy	18,897 +72	+0.4%	+$12.5K	0.57%	33
2023 Q1	$3.1M	Sell	18,825 -2,001	-10%	-$295K	0.49%	34
2022 Q4	$2.71M	Buy	20,826 +450	+2%	+$64.3K	0.43%	36
2022 Q3	$2.82M	Buy	20,376 +91	+0.4%	+$14.3K	0.49%	33
2022 Q2	$2.77M	Sell	20,285 -234	-1%	-$35.4K	0.46%	30
2022 Q1	$3.58M	Sell	20,519 -660	-3%	-$111K	0.55%	29
2021 Q4	$3.76M	Buy	21,179 +1,161	+6%	+$183K	0.66%	30
2021 Q3	$2.83M	Sell	20,018 -356	-2%	-$52.4K	0.48%	33
2021 Q2	$2.79M	Buy	20,374 +183	+0.9%	+$23.7K	0.44%	35
2021 Q1	$2.47M	Buy	20,191 +385	+2%	+$49.4K	0.4%	38
2020 Q4	$2.63M	Sell	19,806 -221	-1%	-$26.6K	0.45%	35
2020 Q3	$2.32M	Sell	20,027 -985	-5%	-$107K	0.44%	36
2020 Q2	$1.92M	Sell	21,012 -472	-2%	-$36.6K	0.36%	37
2020 Q1	$1.37M	Buy	21,484 +560	+3%	+$41.2K	0.3%	36
2019 Q4	$1.54M	Sell	20,924 -3,256	-13%	-$209K	0.26%	37
2019 Q3	$1.35M	Buy	24,180 +4	+0%	+$209	0.22%	41
2019 Q2	$1.2M	Sell	24,176 -1,004	-4%	-$48.9K	0.19%	51
2019 Q1	$1.2M	Buy	25,180 +12	+0%	+$509	0.19%	52
2018 Q4	$992K	Sell	25,168 -3,216	-11%	-$156K	0.18%	50
2018 Q3	$1.6M	Buy	28,384 +44	+0.2%	+$2.29K	0.27%	47
2018 Q2	$1.31M	Sell	28,340 -3,384	-11%	-$153K	0.22%	48
2018 Q1	$1.33M	Sell	31,724 -384	-1%	-$16.5K	0.23%	47
2017 Q4	$1.36M	Sell	32,108 -948	-3%	-$39.6K	0.22%	45
2017 Q3	$1.27M	Buy	33,056 +1,556	+5%	+$60.4K	0.25%	41
2017 Q2	$1.13M	Sell	31,500 -196	-0.6%	-$7.25K	0.23%	40
2017 Q1	$1.14M	Sell	31,696 -888	-3%	-$29.2K	0.23%	42
2016 Q4	$943K	Sell	32,584 -1,376	-4%	-$39K	0.2%	46
2016 Q3	$960K	Buy	33,960 +3,492	+11%	+$92.4K	0.19%	55
2016 Q2	$728K	Sell	30,468 -1,684	-5%	-$41.9K	0.13%	75
2016 Q1	$876K	Sell	32,152 -3,892	-11%	-$97K	0.17%	73
2015 Q4	$948K	Sell	36,044 -1,528	-4%	-$43.7K	0.19%	74
2015 Q3	$1.04M	Buy	37,572 +3,440	+10%	+$101K	0.21%	76
2015 Q2	$1.07M	Buy	34,132 +452	+1%	+$14.5K	0.22%	70
2015 Q1	$1.05M	Sell	33,680 -516	-2%	-$15.6K	0.21%	62
2014 Q4	$944K	Buy	+34,196	New	+$930K	0.19%	79

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McGowan Group Asset Management's AAPL Position: Q1 2026 in Review

McGowan Group Asset Management reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $71.8K and leaving 18,981 shares worth $4.82M. The position accounts for 0.61% of the portfolio, ranked #36.

McGowan Group Asset Management first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.24M in Q4 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

McGowan Group Asset Management held 18,981 shares of Apple worth $4.82M as of Q1 2026.
McGowan Group Asset Management sold 276 Apple shares in Q1 2026, an estimated $71.8K.
Apple made up 0.61% of McGowan Group Asset Management's portfolio in Q1 2026, its #36 holding.
McGowan Group Asset Management first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
McGowan Group Asset Management's Apple position peaked at $5.24M in Q4 2024.
6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on McGowan Group Asset Management's 13F filing for Q1 2026, filed 11 May 2026.