Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s Apple AAPL Stock Holding History

Patrick M. Sweeney & Associates’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
Q3 		$12.2M Sell
36,771
-58
-0.2% -$18.6K 6.9% 1
2026
Q2 		$10.7M Sell
36,829
-215
-0.6% -$61.5K 6.12% 1
2026
Q1 		$9.4M Sell
37,044
-205
-0.6% -$53.4K 6.03% 1
2025
Q4 		$10.1M Sell
37,249
-81
-0.2% -$21.7K 6.33% 1
2025
Q3 		$9.5M Buy
37,330
+57
+0.2% +$12.9K 6.14% 2
2025
Q2 		$7.96M Sell
37,273
-88
-0.2% -$17.8K 5.48% 2
2025
Q1 		$8.3M Sell
37,361
-273
-0.7% -$63.2K 6.2% 2
2024
Q4 		$9.42M Sell
37,634
-445
-1% -$105K 7.06% 1
2024
Q3 		$8.87M Buy
38,079
+2
+0% +$447 6.52% 1
2024
Q2 		$8.02M Buy
38,077
+269
+0.7% +$50.2K 6.48% 1
2024
Q1 		$6.48M Buy
37,808
+241
+0.6% +$43.8K 5.33% 2
2023
Q4 		$7.23M Buy
+37,567
New +$6.94M 6.61% 2

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Patrick M. Sweeney & Associates's AAPL Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its Apple (AAPL) stake by 0.16% in Q3 2026, selling an estimated $18.6K and leaving 36,771 shares worth $12.2M. The position accounts for 6.9% of the portfolio, ranked #1.

Patrick M. Sweeney & Associates first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Patrick M. Sweeney & Associates held 36,771 shares of Apple worth $12.2M as of Q3 2026.
  • Patrick M. Sweeney & Associates sold 58 Apple shares in Q3 2026, an estimated $18.6K.
  • Apple made up 6.9% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #1 holding.
  • Patrick M. Sweeney & Associates first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.