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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Patrick M. Sweeney & Associates's AAPL Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Apple (AAPL) stake by 0.55% in Q1 2026, selling an estimated $53.4K and leaving 37,044 shares worth $9.4M. The position accounts for 6.03% of the portfolio, ranked #1.

Patrick M. Sweeney & Associates first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.1M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Patrick M. Sweeney & Associates held 37,044 shares of Apple worth $9.4M as of Q1 2026.
Patrick M. Sweeney & Associates sold 205 Apple shares in Q1 2026, an estimated $53.4K.
Apple made up 6.03% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #1 holding.
Patrick M. Sweeney & Associates first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Apple position peaked at $10.1M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.