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MDCM
Morgan Dempsey Capital Management’s
Apple
AAPL
Stock Holding History
Morgan Dempsey Capital Management’s Portfolio
AAPL Stock Details
AAPL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$102K
Hold
400
–
–
0.05%
71
2025
Q4
$109K
Hold
400
–
–
0.05%
71
2025
Q3
$102K
Sell
400
-30
-7%
-$6.78K
0.05%
72
2025
Q2
$88.2K
Buy
430
+125
+41%
+$25.2K
0.04%
72
2025
Q1
$67.8K
Sell
305
-25
-8%
-$5.79K
0.03%
68
2024
Q4
$82.6K
Hold
330
–
–
0.03%
62
2024
Q3
$76.9K
Hold
330
–
–
0.03%
65
2024
Q2
$69.5K
Hold
330
–
–
0.02%
61
2024
Q1
$56.6K
Sell
330
-20
-6%
-$3.64K
0.02%
59
2023
Q4
$67.4K
Sell
350
-25
-7%
-$4.62K
0.02%
57
2023
Q3
$64.2K
Hold
375
–
–
0.02%
57
2023
Q2
$72.7K
Hold
375
–
–
0.02%
61
2023
Q1
$61.8K
Sell
375
-25
-6%
-$3.69K
0.02%
63
2022
Q4
$52K
Hold
400
–
–
0.01%
67
2022
Q3
$55K
Buy
+400
New
+$62.8K
0.02%
67
2017
Q2
–
Sell
-400
Closed
-$14K
–
154
2017
Q1
$14K
Buy
+400
New
+$13.2K
0.01%
149
2016
Q3
–
Sell
-112
Closed
-$3K
–
154
2016
Q2
$3K
Buy
+112
New
+$2.78K
﹤0.01%
159
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1-Year Est. Return
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1-Year Est. Return
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$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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