MCM
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MV Capital Management’s Apple AAPL Stock Holding History

MV 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
Q1 		$20M Sell
78,935
-2,489
-3% -$648K 1.97% 15
2025
Q4 		$22.1M Sell
81,424
-372
-0.5% -$99.9K 2.13% 10
2025
Q3 		$20.8M Sell
81,796
-2,737
-3% -$618K 2% 12
2025
Q2 		$17.3M Sell
84,533
-544
-0.6% -$110K 1.78% 14
2025
Q1 		$18.9M Sell
85,077
-3,267
-4% -$757K 2.03% 12
2024
Q4 		$22.1M Sell
88,344
-1,271
-1% -$300K 2.36% 8
2024
Q3 		$20.9M Buy
89,615
+9,880
+12% +$2.21M 2.22% 10
2024
Q2 		$16.8M Buy
79,735
+351
+0.4% +$65.5K 1.89% 11
2024
Q1 		$13.6M Sell
79,384
-5,825
-7% -$1.06M 1.56% 14
2023
Q4 		$16.4M Buy
85,209
+738
+0.9% +$136K 2.08% 11
2023
Q3 		$14.5M Buy
84,471
+1,939
+2% +$356K 1.93% 15
2023
Q2 		$16M Buy
82,532
+4,022
+5% +$701K 2.12% 15
2023
Q1 		$12.9M Buy
78,510
+1,923
+3% +$284K 1.82% 15
2022
Q4 		$9.95M Buy
76,587
+10,482
+16% +$1.5M 1.54% 15
2022
Q3 		$9.14M Sell
66,105
-471
-0.7% -$73.9K 1.57% 13
2022
Q2 		$9.1M Sell
66,576
-82
-0.1% -$12.4K 1.55% 16
2022
Q1 		$11.6M Buy
66,658
+1,804
+3% +$303K 1.75% 14
2021
Q4 		$11.5M Buy
64,854
+1,431
+2% +$226K 1.68% 15
2021
Q3 		$8.97M Buy
63,423
+3,133
+5% +$461K 1.48% 17
2021
Q2 		$8.26M Buy
60,290
+6,014
+11% +$779K 1.4% 18
2021
Q1 		$6.63M Buy
54,276
+306
+0.6% +$39.3K 1.21% 21
2020
Q4 		$7.16M Buy
53,970
+2,212
+4% +$266K 1.36% 18
2020
Q3 		$5.99M Buy
51,758
+578
+1% +$63.1K 1.24% 20
2020
Q2 		$4.67M Buy
51,180
+4,748
+10% +$368K 1.1% 20
2020
Q1 		$2.95M Sell
46,432
-7,000
-13% -$515K 0.77% 22
2019
Q4 		$3.92M Buy
53,432
+2,748
+5% +$177K 0.85% 27
2019
Q3 		$2.84M Buy
50,684
+140
+0.3% +$7.32K 0.65% 31
2019
Q2 		$2.5M Buy
50,544
+1,548
+3% +$75.4K 0.58% 32
2019
Q1 		$2.33M Sell
48,996
-1,172
-2% -$49.7K 0.56% 33
2018
Q4 		$1.98M Buy
50,168
+1,204
+2% +$58.4K 0.55% 32
2018
Q3 		$2.76M Sell
48,964
-36
-0.1% -$1.88K 0.69% 30
2018
Q2 		$2.27M Sell
49,000
-5,704
-10% -$259K 0.59% 30
2018
Q1 		$2.29M Buy
54,704
+15,840
+41% +$682K 0.61% 31
2017
Q4 		$1.64M Sell
38,864
-13,072
-25% -$546K 0.45% 31
2017
Q3 		$2M Sell
51,936
-1,216
-2% -$47.2K 0.56% 32
2017
Q2 		$1.91M Sell
53,152
-300
-0.6% -$11.1K 0.57% 32
2017
Q1 		$1.92M Sell
53,452
-608
-1% -$20K 0.6% 32
2016
Q4 		$1.56M Sell
54,060
-128
-0.2% -$3.63K 0.56% 28
2016
Q3 		$1.53M Sell
54,188
-2,784
-5% -$73.7K 0.56% 27
2016
Q2 		$1.36M Sell
56,972
-356
-0.6% -$8.85K 0.49% 25
2016
Q1 		$1.56M Sell
57,328
-1,044
-2% -$26K 0.63% 22
2015
Q4 		$1.54M Buy
58,372
+7,724
+15% +$221K 0.61% 28
2015
Q3 		$1.4M Buy
50,648
+1,924
+4% +$56.4K 0.64% 29
2015
Q2 		$1.53M Buy
48,724
+1,992
+4% +$63.7K 0.62% 35
2015
Q1 		$1.45M Buy
46,732
+724
+2% +$21.9K 0.61% 33
2014
Q4 		$1.27M Buy
+46,008
New +$1.25M 0.58% 32

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MV Capital Management's AAPL Position: Q1 2026 in Review

MV Capital Management reduced its Apple (AAPL) stake by 3.1% in Q1 2026, selling an estimated $648K and leaving 78,935 shares worth $20M. The position accounts for 1.97% of the portfolio, ranked #15.

MV Capital Management first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $22.1M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • MV Capital Management held 78,935 shares of Apple worth $20M as of Q1 2026.
  • MV Capital Management sold 2,489 Apple shares in Q1 2026, an estimated $648K.
  • Apple made up 1.97% of MV Capital Management's portfolio in Q1 2026, its #15 holding.
  • MV Capital Management first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
  • MV Capital Management's Apple position peaked at $22.1M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.