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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
Q2 		$23.6M Sell
75,456
-35
-0% -$10K 6.21% 4
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 $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

Sweeney & Michel's AAPL Position: Q2 2026 in Review

Sweeney & Michel reduced its Apple (AAPL) stake by 0.05% in Q2 2026, selling an estimated $10K and leaving 75,456 shares worth $23.6M. The position accounts for 6.21% of the portfolio, ranked #4.

Sweeney & Michel first reported a position in AAPL in Q1 2023 and has held it in 12 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sweeney & Michel held 75,456 shares of Apple worth $23.6M as of Q2 2026.
  • Sweeney & Michel sold 35 Apple shares in Q2 2026, an estimated $10K.
  • Apple made up 6.21% of Sweeney & Michel's portfolio in Q2 2026, its #4 holding.
  • Sweeney & Michel first reported a position in Apple in Q1 2023 and has held it in 12 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.