MAM
AAPL icon

McLean Asset Management’s Apple AAPL Stock Holding History

McLean 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 		$29.9M Sell
96,785
-1,150
-1% -$329K 3.95% 8
2026
Q1 		$24.9M Buy
97,935
+219
+0.2% +$57K 4.35% 6
2025
Q4 		$25.4M Sell
97,716
-349
-0.4% -$93.7K 4.55% 6
2025
Q3 		$25.2M Sell
98,065
-892
-0.9% -$202K 5.19% 6
2025
Q2 		$21M Buy
98,957
+447
+0.5% +$90.3K 5.52% 3
2025
Q1 		$17M Buy
98,510
+37,124
+60% +$8.6M 5.61% 3
2024
Q4 		$15.4M Buy
61,386
+8,894
+17% +$2.1M 4.62% 4
2024
Q3 		$11.9M Buy
52,492
+32
+0.1% +$7.15K 3.59% 7
2024
Q2 		$12.2M Sell
52,460
-1,802
-3% -$336K 3.95% 6
2024
Q1 		$9.21M Sell
54,262
-459
-0.8% -$83.5K 3.15% 8
2023
Q4 		$9.91M Sell
54,721
-3,052
-5% -$564K 3.72% 6
2023
Q3 		$10.3M Buy
57,773
+55
+0.1% +$10.1K 4.22% 6
2023
Q2 		$11.2M Sell
57,718
-670
-1% -$117K 4.39% 6
2023
Q1 		$9.63M Sell
58,388
-1,613
-3% -$238K 3.96% 6
2022
Q4 		$7.8M Buy
60,001
+170
+0.3% +$24.3K 2.66% 11
2022
Q3 		$8.38M Sell
59,831
-150
-0.3% -$23.5K 3.23% 11
2022
Q2 		$8.57M Sell
59,981
-516
-0.9% -$78.1K 3.42% 10
2022
Q1 		$10.6M Sell
60,497
-7,041
-10% -$1.18M 7.82% 4
2021
Q4 		$11.9M Sell
67,538
-2,824
-4% -$446K 4.59% 7
2021
Q3 		$10.5M Sell
70,362
-309
-0.4% -$45.5K 4.03% 9
2021
Q2 		$10.3M Buy
70,671
+361
+0.5% +$46.8K 4.61% 8
2021
Q1 		$9.45M Sell
70,310
-487
-0.7% -$62.5K 7.46% 4
2020
Q4 		$9.39M Buy
+70,797
New +$8.52M 8.27% 4

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 $3.37T AUM 44.26% 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

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

McLean Asset Management reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $329K and leaving 96,785 shares worth $29.9M. The position accounts for 3.95% of the portfolio, ranked #8.

McLean Asset Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McLean Asset Management held 96,785 shares of Apple worth $29.9M as of Q2 2026.
  • McLean Asset Management sold 1,150 Apple shares in Q2 2026, an estimated $329K.
  • Apple made up 3.95% of McLean Asset Management's portfolio in Q2 2026, its #8 holding.
  • McLean Asset Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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