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Menard Financial Group’s Apple AAPL Stock Holding History

Menard Financial Group’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 		$3.77M Sell
13,036
-1,079
-8% -$309K 2.05% 10
2026
Q1 		$3.58M Buy
14,115
+42
+0.3% +$10.9K 2.5% 9
2025
Q4 		$3.83M Buy
14,073
+891
+7% +$239K 2.63% 9
2025
Q3 		$3.36M Buy
13,182
+343
+3% +$77.5K 2.26% 8
2025
Q2 		$2.63M Sell
12,839
-192
-1% -$38.8K 1.56% 9
2025
Q1 		$2.59M Buy
13,031
+508
+4% +$118K 1.7% 8
2024
Q4 		$3.14M Buy
12,523
+302
+2% +$71.2K 1.88% 8
2024
Q3 		$2.85M Buy
12,221
+48
+0.4% +$10.7K 1.88% 7
2024
Q2 		$2.56M Buy
12,173
+1,438
+13% +$268K 1.83% 6
2024
Q1 		$1.84M Sell
10,735
-2,368
-18% -$431K 1.55% 13
2023
Q4 		$2.52M Buy
13,103
+41
+0.3% +$7.57K 3.13% 5
2023
Q3 		$2.24M Buy
13,062
+2,024
+18% +$371K 3.23% 6
2023
Q2 		$2.14M Sell
11,038
-1,261
-10% -$220K 4.4% 5
2023
Q1 		$2.03M Buy
12,299
+337
+3% +$49.7K 4.69% 3
2022
Q4 		$1.55M Sell
11,962
-3,339
-22% -$477K 3.7% 5
2022
Q3 		$2.12M Sell
15,301
-2,212
-13% -$347K 3.83% 5
2022
Q2 		$2.39M Sell
17,513
-5,127
-23% -$776K 3.92% 4
2022
Q1 		$3.95M Sell
22,640
-4,596
-17% -$773K 3.89% 4
2021
Q4 		$4.84M Sell
27,236
-266
-1% -$42K 3.96% 3
2021
Q3 		$3.89M Buy
27,502
+828
+3% +$122K 3.41% 3
2021
Q2 		$3.65M Buy
26,674
+2,151
+9% +$279K 3.46% 3
2021
Q1 		$3M Buy
24,523
+1,051
+4% +$135K 3.22% 7
2020
Q4 		$3.11M Buy
23,472
+511
+2% +$61.5K 3.35% 4
2020
Q3 		$2.66M Buy
22,961
+8,065
+54% +$880K 3.08% 6
2020
Q2 		$1.36M Buy
14,896
+8,328
+127% +$645K 1.7% 11
2020
Q1 		$418K Sell
6,568
-6,748
-51% -$496K 1.38% 17
2019
Q4 		$978K Buy
+13,316
New +$857K 0.94% 31

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

Menard Financial Group's AAPL Position: Q2 2026 in Review

Menard Financial Group reduced its Apple (AAPL) stake by 7.6% in Q2 2026, selling an estimated $309K and leaving 13,036 shares worth $3.77M. The position accounts for 2.05% of the portfolio, ranked #10.

Menard Financial Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.84M in Q4 2021. 6,084 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Menard Financial Group held 13,036 shares of Apple worth $3.77M as of Q2 2026.
  • Menard Financial Group sold 1,079 Apple shares in Q2 2026, an estimated $309K.
  • Apple made up 2.05% of Menard Financial Group's portfolio in Q2 2026, its #10 holding.
  • Menard Financial Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Menard Financial Group's Apple position peaked at $4.84M in Q4 2021.
  • 6,084 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.