McKinley Carter Wealth Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.7M | Sell |
120,788
-9,882
| -8% | -$2.57M | 1.77% | 11 |
|
|
2025
Q4 | $35.5M | Sell |
130,670
-7,238
| -5% | -$1.94M | 1.98% | 10 |
|
|
2025
Q3 | $35.1M | Sell |
137,908
-3,163
| -2% | -$715K | 1.84% | 11 |
|
|
2025
Q2 | $28.9M | Buy |
141,071
+1,211
| +0.9% | +$245K | 1.61% | 12 |
|
|
2025
Q1 | $31.1M | Sell |
139,860
-2,421
| -2% | -$561K | 1.91% | 11 |
|
|
2024
Q4 | $35.6M | Sell |
142,281
-3,172
| -2% | -$748K | 2.18% | 10 |
|
|
2024
Q3 | $33.9M | Buy |
145,453
+151
| +0.1% | +$33.7K | 2.05% | 12 |
|
|
2024
Q2 | $30.6M | Sell |
145,302
-330
| -0.2% | -$61.5K | 1.95% | 9 |
|
|
2024
Q1 | $25M | Buy |
145,632
+3,439
| +2% | +$625K | 1.67% | 11 |
|
|
2023
Q4 | $27.4M | Buy |
142,193
+7,603
| +6% | +$1.4M | 2% | 9 |
|
|
2023
Q3 | $23M | Sell |
134,590
-3,779
| -3% | -$693K | 1.83% | 11 |
|
|
2023
Q2 | $26.8M | Sell |
138,369
-549
| -0.4% | -$95.7K | 2.01% | 9 |
|
|
2023
Q1 | $22.9M | Sell |
138,918
-3,616
| -3% | -$534K | 1.79% | 13 |
|
|
2022
Q4 | $18.5M | Sell |
142,534
-102
| -0.1% | -$14.6K | 1.57% | 14 |
|
|
2022
Q3 | $19.7M | Buy |
142,636
+1,414
| +1% | +$222K | 1.83% | 13 |
|
|
2022
Q2 | $19.3M | Sell |
141,222
-749
| -0.5% | -$113K | 1.71% | 13 |
|
|
2022
Q1 | $24.8M | Sell |
141,971
-1,418
| -1% | -$238K | 1.94% | 12 |
|
|
2021
Q4 | $25.5M | Sell |
143,389
-133
| -0.1% | -$21K | 1.9% | 11 |
|
|
2021
Q3 | $20.3M | Sell |
143,522
-2,110
| -1% | -$311K | 1.66% | 14 |
|
|
2021
Q2 | $19.9M | Sell |
145,632
-971
| -0.7% | -$126K | 1.65% | 16 |
|
|
2021
Q1 | $17.9M | Buy |
146,603
+6,974
| +5% | +$895K | 1.53% | 17 |
|
|
2020
Q4 | $18.5M | Buy |
139,629
+2,939
| +2% | +$354K | 2.43% | 7 |
|
|
2020
Q3 | $15.8M | Buy |
136,690
+1,226
| +0.9% | +$134K | 3.56% | 6 |
|
|
2020
Q2 | $12.4M | Buy |
135,464
+9,084
| +7% | +$704K | 3.03% | 8 |
|
|
2020
Q1 | $8.03M | Sell |
126,380
-3,560
| -3% | -$262K | 2.4% | 8 |
|
|
2019
Q4 | $9.54M | Buy |
129,940
+68
| +0.1% | +$4.38K | 2.23% | 6 |
|
|
2019
Q3 | $7.27M | Buy |
129,872
+1,064
| +0.8% | +$55.6K | 1.86% | 6 |
|
|
2019
Q2 | $6.37M | Sell |
128,808
-5,184
| -4% | -$253K | 1.72% | 7 |
|
|
2019
Q1 | $6.36M | Sell |
133,992
-29,608
| -18% | -$1.26M | 1.79% | 8 |
|
|
2018
Q4 | $6.45M | Buy |
163,600
+9,576
| +6% | +$464K | 2.13% | 6 |
|
|
2018
Q3 | $8.69M | Buy |
154,024
+3,456
| +2% | +$180K | 2.58% | 8 |
|
|
2018
Q2 | $6.97M | Buy |
150,568
+4,232
| +3% | +$192K | 2.24% | 9 |
|
|
2018
Q1 | $6.14M | Buy |
146,336
+37,132
| +34% | +$1.6M | 2.01% | 9 |
|
|
2017
Q4 | $4.62M | Sell |
109,204
-1,624
| -1% | -$67.9K | 1.59% | 13 |
|
|
2017
Q3 | $4.27M | Buy |
110,828
+2,728
| +3% | +$106K | 1.64% | 14 |
|
|
2017
Q2 | $3.89M | Buy |
108,100
+732
| +0.7% | +$27.1K | 1.72% | 11 |
|
|
2017
Q1 | $3.86M | Sell |
107,368
-4,228
| -4% | -$139K | 1.79% | 11 |
|
|
2016
Q4 | $3.23M | Sell |
111,596
-2,436
| -2% | -$69.1K | 1.63% | 11 |
|
|
2016
Q3 | $3.22M | Buy |
114,032
+540
| +0.5% | +$14.3K | 1.66% | 11 |
|
|
2016
Q2 | $2.71M | Sell |
113,492
-2,724
| -2% | -$67.7K | 1.41% | 16 |
|
|
2016
Q1 | $3.17M | Sell |
116,216
-420
| -0.4% | -$10.5K | 1.76% | 9 |
|
|
2015
Q4 | $3.07M | Buy |
116,636
+15,880
| +16% | +$454K | 1.76% | 11 |
|
|
2015
Q3 | $2.78M | Sell |
100,756
-38,096
| -27% | -$1.12M | 1.73% | 9 |
|
|
2015
Q2 | $4.35M | Buy |
138,852
+35,428
| +34% | +$1.13M | 2.36% | 9 |
|
|
2015
Q1 | $3.22M | Buy |
103,424
+2,132
| +2% | +$64.4K | 2.07% | 8 |
|
|
2014
Q4 | $2.79M | Buy |
101,292
+24,808
| +32% | +$675K | 2.19% | 8 |
|
|
2014
Q3 | $1.93M | Sell |
76,484
-28
| -0% | -$687 | 1.83% | 10 |
|
|
2014
Q2 | $1.78M | Sell |
76,512
-40
| -0.1% | -$851 | 1.88% | 9 |
|
|
2014
Q1 | $1.47M | Sell |
76,552
-71,960
| -48% | -$1.37M | 1.6% | 16 |
|
|
2013
Q4 | $2.98M | Sell |
148,512
-36,260
| -20% | -$685K | 2.9% | 6 |
|
|
2013
Q3 | $3.15M | Buy |
184,772
+16,772
| +10% | +$278K | 3.73% | 4 |
|
|
2013
Q2 | $2.38M | Buy |
+168,000
| New | +$2.58M | 3.59% | 5 |
|
Other funds holding AAPL
VCM
VPM
McKinley Carter Wealth Services's AAPL Position: Q1 2026 in Review
McKinley Carter Wealth Services reduced its Apple (AAPL) stake by 7.6% in Q1 2026, selling an estimated $2.57M and leaving 120,788 shares worth $30.7M. The position accounts for 1.77% of the portfolio, ranked #11.
McKinley Carter Wealth Services first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.6M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- McKinley Carter Wealth Services held 120,788 shares of Apple worth $30.7M as of Q1 2026.
- McKinley Carter Wealth Services sold 9,882 Apple shares in Q1 2026, an estimated $2.57M.
- Apple made up 1.77% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #11 holding.
- McKinley Carter Wealth Services first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- McKinley Carter Wealth Services's Apple position peaked at $35.6M in Q4 2024.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.