Mount Vernon Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.2M | Sell |
56,059
-2,270
| -4% | -$649K | 10.57% | 1 |
|
|
2026
Q1 | $14.8M | Sell |
58,329
-1,480
| -2% | -$385K | 10.46% | 1 |
|
|
2025
Q4 | $16.3M | Sell |
59,809
-880
| -1% | -$236K | 10.94% | 1 |
|
|
2025
Q3 | $15.5M | Sell |
60,689
-868
| -1% | -$196K | 10.79% | 1 |
|
|
2025
Q2 | $12.6M | Sell |
61,557
-1,080
| -2% | -$218K | 9.12% | 1 |
|
|
2025
Q1 | $13.9M | Sell |
62,637
-405
| -0.6% | -$93.8K | 11.35% | 1 |
|
|
2024
Q4 | $15.8M | Sell |
63,042
-320
| -0.5% | -$75.4K | 12.31% | 1 |
|
|
2024
Q3 | $14.8M | Buy |
63,362
+735
| +1% | +$164K | 11.71% | 1 |
|
|
2024
Q2 | $13.2M | Sell |
62,627
-1,660
| -3% | -$310K | 11.69% | 1 |
|
|
2024
Q1 | $11M | Sell |
64,287
-500
| -0.8% | -$90.9K | 9.35% | 1 |
|
|
2023
Q4 | $12.5M | Sell |
64,787
-1,225
| -2% | -$226K | 12.23% | 1 |
|
|
2023
Q3 | $11.3M | Sell |
66,012
-510
| -0.8% | -$93.5K | 12.5% | 1 |
|
|
2023
Q2 | $12.9M | Sell |
66,522
-6,505
| -9% | -$1.13M | 13.71% | 1 |
|
|
2023
Q1 | $12M | Sell |
73,027
-7,505
| -9% | -$1.11M | 14.23% | 1 |
|
|
2022
Q4 | $10.5M | Sell |
80,532
-1,130
| -1% | -$161K | 13.44% | 1 |
|
|
2022
Q3 | $11.3M | Sell |
81,662
-1,735
| -2% | -$272K | 14.7% | 1 |
|
|
2022
Q2 | $11.4M | Sell |
83,397
-960
| -1% | -$145K | 13.9% | 1 |
|
|
2022
Q1 | $14.7M | Sell |
84,357
-1,745
| -2% | -$293K | 14.29% | 1 |
|
|
2021
Q4 | $15.3M | Sell |
86,102
-1,575
| -2% | -$249K | 13.24% | 1 |
|
|
2021
Q3 | $12.4M | Sell |
87,677
-475
| -0.5% | -$69.9K | 11.37% | 1 |
|
|
2021
Q2 | $12.1M | Sell |
88,152
-2,238
| -2% | -$290K | 11.06% | 1 |
|
|
2021
Q1 | $11M | Sell |
90,390
-1,010
| -1% | -$130K | 10.85% | 1 |
|
|
2020
Q4 | $12.1M | Sell |
91,400
-2,100
| -2% | -$253K | 12.75% | 1 |
|
|
2020
Q3 | $10.8M | Sell |
93,500
-10,096
| -10% | -$1.1M | 12.96% | 1 |
|
|
2020
Q2 | $9.45M | Sell |
103,596
-1,220
| -1% | -$94.5K | 12.22% | 1 |
|
|
2020
Q1 | $6.66M | Sell |
104,816
-1,800
| -2% | -$132K | 11.18% | 1 |
|
|
2019
Q4 | $7.83M | Sell |
106,616
-1,200
| -1% | -$77.2K | 10.66% | 1 |
|
|
2019
Q3 | $6.04M | Sell |
107,816
-2,060
| -2% | -$108K | 9.03% | 1 |
|
|
2019
Q2 | $5.44M | Sell |
109,876
-4,640
| -4% | -$226K | 8.09% | 1 |
|
|
2019
Q1 | $5.44M | Sell |
114,516
-980
| -0.8% | -$41.6K | 8.3% | 1 |
|
|
2018
Q4 | $4.55M | Sell |
115,496
-1,300
| -1% | -$63K | 8.01% | 1 |
|
|
2018
Q3 | $6.59M | Buy |
116,796
+248
| +0.2% | +$12.9K | 9.71% | 1 |
|
|
2018
Q2 | $5.39M | Sell |
116,548
-4,240
| -4% | -$192K | 8.41% | 1 |
|
|
2018
Q1 | $5.07M | Sell |
120,788
-1,872
| -2% | -$80.6K | 7.82% | 1 |
|
|
2017
Q4 | $5.19M | Sell |
122,660
-480
| -0.4% | -$20.1K | 7.82% | 1 |
|
|
2017
Q3 | $4.75M | Buy |
123,140
+9,332
| +8% | +$362K | 7.85% | 1 |
|
|
2017
Q2 | $4.1M | Buy |
113,808
+160
| +0.1% | +$5.92K | 7.35% | 1 |
|
|
2017
Q1 | $4.08M | Sell |
113,648
-2,000
| -2% | -$65.9K | 7.51% | 1 |
|
|
2016
Q4 | $3.35M | Buy |
115,648
+320
| +0.3% | +$9.07K | 6.58% | 1 |
|
|
2016
Q3 | $3.26M | Buy |
115,328
+700
| +0.6% | +$18.5K | 6.75% | 1 |
|
|
2016
Q2 | $2.74M | Sell |
114,628
-2,600
| -2% | -$64.6K | 5.85% | 1 |
|
|
2016
Q1 | $3.19M | Sell |
117,228
-5,600
| -5% | -$140K | 7.08% | 1 |
|
|
2015
Q4 | $3.23M | Sell |
122,828
-600
| -0.5% | -$17.1K | 7.07% | 1 |
|
|
2015
Q3 | $3.4M | Sell |
123,428
-380
| -0.3% | -$11.1K | 7.9% | 1 |
|
|
2015
Q2 | $3.88M | Sell |
123,808
-4,700
| -4% | -$150K | 8.39% | 1 |
|
|
2015
Q1 | $4M | Buy |
128,508
+3,400
| +3% | +$103K | 8.64% | 1 |
|
|
2014
Q4 | $3.45M | Sell |
125,108
-1,860
| -1% | -$50.6K | 7.91% | 1 |
|
|
2014
Q3 | $3.2M | Sell |
126,968
-260
| -0.2% | -$6.38K | 7.96% | 1 |
|
|
2014
Q2 | $2.96M | Sell |
127,228
-2,552
| -2% | -$54.3K | 7.53% | 1 |
|
|
2014
Q1 | $2.49M | Hold |
129,780
| – | – | 6.51% | 1 |
|
|
2013
Q4 | $2.6M | Buy |
129,780
+4,900
| +4% | +$92.6K | 6.8% | 1 |
|
|
2013
Q3 | $2.13M | Sell |
124,880
-155,540
| -55% | -$2.58M | 6.47% | 1 |
|
|
2013
Q2 | $3.97M | Buy |
+280,420
| New | +$4.31M | 4.28% | 1 |
|
Other funds holding AAPL
Mount Vernon Associates's AAPL Position: Q2 2026 in Review
Mount Vernon Associates reduced its Apple (AAPL) stake by 3.9% in Q2 2026, selling an estimated $649K and leaving 56,059 shares worth $16.2M. The position accounts for 10.57% of the portfolio, ranked #1.
Mount Vernon Associates first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.3M in Q4 2025. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Mount Vernon Associates held 56,059 shares of Apple worth $16.2M as of Q2 2026.
- Mount Vernon Associates sold 2,270 Apple shares in Q2 2026, an estimated $649K.
- Apple made up 10.57% of Mount Vernon Associates's portfolio in Q2 2026, its #1 holding.
- Mount Vernon Associates first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- Mount Vernon Associates's Apple position peaked at $16.3M in Q4 2025.
- 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.