Muhlenkamp & Co’s Apple AAPL Stock Holding History

Muhlenkamp & Co’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
2017 Q1	–	Sell	-4,000	Closed	-$116K	–	82
2016 Q4	$116K	Buy	+4,000	New	+$113K	0.04%	77

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

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. 6,119 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.
6,119 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.