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Sweeney & Michel’s Apple AAPL Stock Holding History

Sweeney & Michel’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 		$19.6M Sell
75,491
-134
-0.2% -$34.9K 5.75% 5
2025
Q4 		$20.8M Buy
75,625
+982
+1% +$264K 6.15% 4
2025
Q3 		$18.3M Buy
74,643
+4,187
+6% +$946K 6.15% 3
2025
Q2 		$14.9M Sell
70,456
-864
-1% -$174K 5.28% 4
2025
Q1 		$12.3M Buy
+71,320
New +$16.5M 5.38% 4
2024
Q3 		$17M Sell
72,212
-125
-0.2% -$27.9K 6.69% 3
2024
Q2 		$16.5M Sell
72,337
-978
-1% -$182K 7.05% 3
2024
Q1 		$13.7M Buy
+73,315
New +$13.3M 6.08% 4
2023
Q3 		$13.7M Sell
74,768
-560
-0.7% -$103K 7.16% 3
2023
Q2 		$13.5M Sell
75,328
-326
-0.4% -$56.8K 6.98% 5
2023
Q1 		$13.6M Buy
+75,654
New +$11.2M 7.22% 4

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

Sweeney & Michel's AAPL Position: Q1 2026 in Review

Sweeney & Michel reduced its Apple (AAPL) stake by 0.18% in Q1 2026, selling an estimated $34.9K and leaving 75,491 shares worth $19.6M. The position accounts for 5.75% of the portfolio, ranked #5.

Sweeney & Michel first reported a position in AAPL in Q1 2023 and has held it in 11 quarters since. The position peaked at $20.8M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sweeney & Michel held 75,491 shares of Apple worth $19.6M as of Q1 2026.
  • Sweeney & Michel sold 134 Apple shares in Q1 2026, an estimated $34.9K.
  • Apple made up 5.75% of Sweeney & Michel's portfolio in Q1 2026, its #5 holding.
  • Sweeney & Michel first reported a position in Apple in Q1 2023 and has held it in 11 quarters since.
  • Sweeney & Michel's Apple position peaked at $20.8M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.