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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$106K	Sell	365 -35	-9%	-$10K	0.05%	70
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

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Dempsey Capital Management's AAPL Position: Q2 2026 in Review

Morgan Dempsey Capital Management reduced its Apple (AAPL) stake by 8.8% in Q2 2026, selling an estimated $10K and leaving 365 shares worth $106K. The position accounts for 0.05% of the portfolio, ranked #70.

Morgan Dempsey Capital Management first reported a position in AAPL in Q2 2016 and has held it in 18 quarters since. The position peaked at $109K in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Morgan Dempsey Capital Management held 365 shares of Apple worth $106K as of Q2 2026.
Morgan Dempsey Capital Management sold 35 Apple shares in Q2 2026, an estimated $10K.
Apple made up 0.05% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #70 holding.
Morgan Dempsey Capital Management first reported a position in Apple in Q2 2016 and has held it in 18 quarters since.
Morgan Dempsey Capital Management's Apple position peaked at $109K in Q4 2025.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.