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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
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 		$9.51M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Patrick M. Sweeney & Associates's AAPL Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its Apple (AAPL) stake by 0.58% in Q2 2026, selling an estimated $61.5K and leaving 36,829 shares worth $10.7M. The position accounts for 6.12% of the portfolio, ranked #1.

Patrick M. Sweeney & Associates first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Patrick M. Sweeney & Associates held 36,829 shares of Apple worth $10.7M as of Q2 2026.
  • Patrick M. Sweeney & Associates sold 215 Apple shares in Q2 2026, an estimated $61.5K.
  • Apple made up 6.12% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #1 holding.
  • Patrick M. Sweeney & Associates first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.