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Mendel Capital Management’s Apple AAPL Stock Holding History

Mendel Capital 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 		$7.48M Sell
25,860
-49
-0.2% -$14K 3.37% 6
2026
Q1 		$6.58M Buy
+25,909
New +$6.74M 3.31% 8
2025
Q3 		$6.61M Buy
25,973
+97
+0.4% +$21.9K 3.47% 6
2025
Q2 		$5.31M Sell
25,876
-486
-2% -$98.1K 3.03% 7
2025
Q1 		$5.86M Buy
26,362
+1,061
+4% +$246K 3.54% 6
2024
Q4 		$6.34M Buy
25,301
+95
+0.4% +$22.4K 3.84% 6
2024
Q3 		$5.87M Sell
25,206
-464
-2% -$104K 3.6% 6
2024
Q2 		$5.41M Sell
25,670
-37
-0.1% -$6.9K 3.49% 6
2024
Q1 		$4.41M Sell
25,707
-742
-3% -$135K 2.92% 8
2023
Q4 		$5.09M Buy
26,449
+57
+0.2% +$10.5K 3.66% 6
2023
Q3 		$4.52M Buy
26,392
+22
+0.1% +$4.03K 3.71% 5
2023
Q2 		$5.12M Buy
26,370
+189
+0.7% +$32.9K 4.09% 5
2023
Q1 		$4.32M Buy
26,181
+1,261
+5% +$186K 3.9% 6
2022
Q4 		$3.24M Buy
24,920
+1,508
+6% +$216K 3.38% 6
2022
Q3 		$3.24M Buy
23,412
+749
+3% +$118K 3.8% 6
2022
Q2 		$3.1M Sell
22,663
-430
-2% -$65.1K 3.47% 5
2022
Q1 		$4.03M Sell
23,093
-61
-0.3% -$10.3K 3.81% 5
2021
Q4 		$4.11M Buy
+23,154
New +$3.66M 3.77% 5

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Mendel Capital Management's AAPL Position: Q2 2026 in Review

Mendel Capital Management reduced its Apple (AAPL) stake by 0.19% in Q2 2026, selling an estimated $14K and leaving 25,860 shares worth $7.48M. The position accounts for 3.37% of the portfolio, ranked #6.

Mendel Capital Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Mendel Capital Management held 25,860 shares of Apple worth $7.48M as of Q2 2026.
  • Mendel Capital Management sold 49 Apple shares in Q2 2026, an estimated $14K.
  • Apple made up 3.37% of Mendel Capital Management's portfolio in Q2 2026, its #6 holding.
  • Mendel Capital Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.