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McGrath & Associates’s Apple AAPL Stock Holding History

McGrath & Associates’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 		– Sell
-4,962
Closed -$1.26M – 33
2026
Q1 		$1.26M Sell
4,962
-54
-1% -$14.1K 1.85% 16
2025
Q4 		$1.36M Sell
5,016
-125
-2% -$33.6K 1.94% 17
2025
Q3 		$1.31M Hold
5,141
– – 1.95% 16
2025
Q2 		$1.05M Sell
5,141
-488
-9% -$98.6K 1.72% 19
2025
Q1 		$1.25M Buy
5,629
+523
+10% +$121K 2.28% 15
2024
Q4 		$1.28M Buy
+5,106
New +$1.2M 2.58% 15

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

McGrath & Associates's AAPL Position: Q2 2026 in Review

McGrath & Associates sold out of Apple (AAPL) in Q2 2026, closing a stake of 4,962 shares — an estimated $1.26M sold.

McGrath & Associates first reported a position in AAPL in Q4 2024 and held it in 6 quarters. The position peaked at $1.36M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McGrath & Associates reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
  • McGrath & Associates sold 4,962 Apple shares in Q2 2026, an estimated $1.26M.
  • McGrath & Associates first reported a position in Apple in Q4 2024 and held it in 6 quarters.
  • McGrath & Associates's Apple position peaked at $1.36M in Q4 2025.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.