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McLaughlin Asset Management’s Apple AAPL Stock Holding History

McLaughlin 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
Q2 		$3.44M Buy
+11,875
New +$3.4M 2.37% 10
2026
Q1 		– Sell
-10,999
Closed -$2.99M – 92
2025
Q4 		$2.99M Buy
+10,999
New +$2.95M 2.68% 6

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 $3.38T AUM 44.17% 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

McLaughlin Asset Management's AAPL Position: Q2 2026 in Review

McLaughlin Asset Management opened a new position in Apple (AAPL) in Q2 2026: 11,875 shares worth $3.44M. The stake represents 2.37% of the portfolio and ranks #10 among its holdings. This is a return to the name: McLaughlin Asset Management previously reported a position in AAPL as recently as Q4 2025.

McLaughlin Asset Management first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McLaughlin Asset Management held 11,875 shares of Apple worth $3.44M as of Q2 2026.
  • Apple was a new McLaughlin Asset Management position in Q2 2026.
  • Apple made up 2.37% of McLaughlin Asset Management's portfolio in Q2 2026, its #10 holding.
  • McLaughlin Asset Management first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
  • 6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McLaughlin Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.