Sweeney & Michel
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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
Q3 		$24.5M Sell
73,465
-1,991
-3% -$640K 6.51% 3
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Sweeney & Michel's AAPL Position: Q3 2026 in Review

Sweeney & Michel reduced its Apple (AAPL) stake by 2.6% in Q3 2026, selling an estimated $640K and leaving 73,465 shares worth $24.5M. The position accounts for 6.51% of the portfolio, ranked #3.

Sweeney & Michel first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Sweeney & Michel held 73,465 shares of Apple worth $24.5M as of Q3 2026.
  • Sweeney & Michel sold 1,991 Apple shares in Q3 2026, an estimated $640K.
  • Apple made up 6.51% of Sweeney & Michel's portfolio in Q3 2026, its #3 holding.
  • Sweeney & Michel first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.