William Mack & Associates’s Apple AAPL Stock Holding History

William Mack & 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	$10.2M	Buy	35,364 +5,014	+17%	+$1.43M	3.61%	8
2026 Q1	$7.7M	Sell	30,350 -3,972	-12%	-$1.03M	4.4%	7
2025 Q4	$9.33M	Sell	34,322 -2,795	-8%	-$750K	4.39%	7
2025 Q3	$9.45M	Sell	37,117 -655	-2%	-$148K	5.08%	6
2025 Q2	$7.75M	Buy	37,772 +1,886	+5%	+$381K	4.92%	6
2025 Q1	$7.97M	Sell	35,886 -1,430	-4%	-$331K	6.82%	4
2024 Q4	$9.34M	Buy	+37,316	New	+$8.79M	9.78%	3

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

William Mack & Associates's AAPL Position: Q2 2026 in Review

William Mack & Associates increased its Apple (AAPL) stake by 17% in Q2 2026, buying an estimated $1.43M and bringing the position to 35,364 shares worth $10.2M. The position accounts for 3.61% of the portfolio, ranked #8.

William Mack & Associates first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

William Mack & Associates held 35,364 shares of Apple worth $10.2M as of Q2 2026.
William Mack & Associates bought 5,014 Apple shares in Q2 2026, an estimated $1.43M.
Apple made up 3.61% of William Mack & Associates's portfolio in Q2 2026, its #8 holding.
William Mack & Associates first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.