Muhlenkamp & Co’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 | $18M | Sell |
62,125
-434
| -0.7% | -$124K | 5.21% | 8 |
|
|
2026
Q1 | $15.9M | Sell |
62,559
-282
| -0.4% | -$73.4K | 4.18% | 9 |
|
|
2025
Q4 | $17.1M | Buy |
62,841
+168
| +0.3% | +$45.1K | 4.59% | 10 |
|
|
2025
Q3 | $16M | Buy |
62,673
+57
| +0.1% | +$12.9K | 4.34% | 12 |
|
|
2025
Q2 | $12.8M | Buy |
62,616
+170
| +0.3% | +$34.3K | 4.01% | 14 |
|
|
2025
Q1 | $13.9M | Sell |
62,446
-610
| -1% | -$141K | 4.54% | 9 |
|
|
2024
Q4 | $15.8M | Buy |
63,056
+142
| +0.2% | +$33.5K | 4.79% | 6 |
|
|
2024
Q3 | $14.7M | Buy |
62,914
+75
| +0.1% | +$16.7K | 4.49% | 9 |
|
|
2024
Q2 | $13.2M | Buy |
62,839
+235
| +0.4% | +$43.8K | 4.13% | 10 |
|
|
2024
Q1 | $10.7M | Buy |
62,604
+2,170
| +4% | +$395K | 3.12% | 17 |
|
|
2023
Q4 | $11.6M | Sell |
60,434
-1,050
| -2% | -$194K | 3.81% | 13 |
|
|
2023
Q3 | $10.5M | Buy |
61,484
+1,114
| +2% | +$204K | 3.63% | 12 |
|
|
2023
Q2 | $11.7M | Buy |
+60,370
| New | +$10.5M | 4.15% | 12 |
|
|
2022
Q4 | $7.18M | Sell |
55,266
-56
| -0.1% | -$8K | 3.04% | 18 |
|
|
2022
Q3 | $7.65M | Buy |
55,322
+5
| +0% | +$785 | 3.41% | 16 |
|
|
2022
Q2 | $7.56M | Sell |
55,317
-210
| -0.4% | -$31.8K | 3.54% | 17 |
|
|
2022
Q1 | $9.7M | Sell |
55,527
-24,038
| -30% | -$4.04M | 3.38% | 16 |
|
|
2021
Q4 | $14.1M | Sell |
79,565
-44
| -0.1% | -$6.95K | 4.92% | 6 |
|
|
2021
Q3 | $11.3M | Sell |
79,609
-133
| -0.2% | -$19.6K | 4.33% | 9 |
|
|
2021
Q2 | $10.9M | Buy |
79,742
+133
| +0.2% | +$17.2K | 4.01% | 11 |
|
|
2021
Q1 | $12M | Buy |
79,609
+44
| +0.1% | +$5.65K | 4.42% | 7 |
|
|
2020
Q4 | $10.6M | Buy |
79,565
+514
| +0.7% | +$61.8K | 4.25% | 7 |
|
|
2020
Q3 | $9.15M | Sell |
79,051
-77,361
| -49% | -$8.44M | 4.74% | 8 |
|
|
2020
Q2 | $14.3M | Buy |
+156,412
| New | +$12.1M | 7.63% | 2 |
|
|
2019
Q4 | $17.3M | Sell |
235,496
-16,196
| -6% | -$1.04M | 7.56% | 1 |
|
|
2019
Q3 | $14.1M | Buy |
251,692
+36
| +0% | +$1.88K | 6.87% | 2 |
|
|
2019
Q2 | $12.5M | Sell |
251,656
-916
| -0.4% | -$44.6K | 6.05% | 2 |
|
|
2019
Q1 | $12M | Buy |
+252,572
| New | +$10.7M | 5.68% | 4 |
|
|
2018
Q3 | $20.4M | Sell |
360,960
-2,336
| -0.6% | -$122K | 8.71% | 1 |
|
|
2018
Q2 | $16.8M | Hold |
363,296
| – | – | 6.41% | 1 |
|
|
2018
Q1 | $15.2M | Sell |
363,296
-219,992
| -38% | -$9.47M | 5.53% | 3 |
|
|
2017
Q4 | $24.7M | Sell |
583,288
-6,316
| -1% | -$264K | 7.29% | 1 |
|
|
2017
Q3 | $22.7M | Sell |
589,604
-2,980
| -0.5% | -$116K | 7.15% | 1 |
|
|
2017
Q2 | $21.3M | Sell |
592,584
-540
| -0.1% | -$20K | 6.68% | 2 |
|
|
2017
Q1 | $21.3M | Sell |
593,124
-2,924
| -0.5% | -$96.3K | 6.53% | 2 |
|
|
2016
Q4 | $17.3M | Sell |
596,048
-4,396
| -0.7% | -$125K | 5.45% | 2 |
|
|
2016
Q3 | $17M | Sell |
600,444
-2,076
| -0.3% | -$54.9K | 6.41% | 3 |
|
|
2016
Q2 | $14.4M | Sell |
602,520
-2,296
| -0.4% | -$57.1K | 5.62% | 3 |
|
|
2016
Q1 | $16.5M | Sell |
604,816
-476
| -0.1% | -$11.9K | 6.73% | 3 |
|
|
2015
Q4 | $15.9M | Buy |
605,292
+996
| +0.2% | +$28.5K | 4.79% | 6 |
|
|
2015
Q3 | $16.7M | Buy |
604,296
+64
| +0% | +$1.88K | 4.89% | 4 |
|
|
2015
Q2 | $18.9M | Buy |
604,232
+200
| +0% | +$6.4K | 4.1% | 5 |
|
|
2015
Q1 | $18.8M | Buy |
604,032
+720
| +0.1% | +$21.7K | 3.96% | 5 |
|
|
2014
Q4 | $16.6M | Buy |
603,312
+203,996
| +51% | +$5.55M | 3.34% | 10 |
|
|
2014
Q3 | $10.1M | Buy |
399,316
+12,860
| +3% | +$316K | 1.82% | 25 |
|
|
2014
Q2 | $8.98M | Sell |
386,456
-16,296
| -4% | -$347K | 1.58% | 30 |
|
|
2014
Q1 | $7.72M | Buy |
402,752
+6,468
| +2% | +$123K | 1.36% | 31 |
|
|
2013
Q4 | $7.94M | Buy |
396,284
+18,424
| +5% | +$348K | 1.38% | 27 |
|
|
2013
Q3 | $6.43M | Sell |
377,860
-136,752
| -27% | -$2.27M | 1.28% | 28 |
|
|
2013
Q2 | $7.29M | Buy |
+514,612
| New | +$7.92M | 1.52% | 27 |
|
Other funds holding AAPL
Muhlenkamp & Co's AAPL Position: Q2 2026 in Review
Muhlenkamp & Co reduced its Apple (AAPL) stake by 0.69% in Q2 2026, selling an estimated $124K and leaving 62,125 shares worth $18M. The position accounts for 5.21% of the portfolio, ranked #8.
Muhlenkamp & Co first reported a position in AAPL in Q2 2013 and has held it in 50 quarters since. The position peaked at $24.7M in Q4 2017. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Muhlenkamp & Co held 62,125 shares of Apple worth $18M as of Q2 2026.
- Muhlenkamp & Co sold 434 Apple shares in Q2 2026, an estimated $124K.
- Apple made up 5.21% of Muhlenkamp & Co's portfolio in Q2 2026, its #8 holding.
- Muhlenkamp & Co first reported a position in Apple in Q2 2013 and has held it in 50 quarters since.
- Muhlenkamp & Co's Apple position peaked at $24.7M in Q4 2017.
- 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Muhlenkamp & Co's 13F filing for Q2 2026, filed 18 Aug 2026.