SEC 13F Intelligence

Mcdonald Partners LLC / AAPL

Mcdonald Partners LLC’s Apple Inc Position

Does Mcdonald Partners LLC own Apple Inc (AAPL)? Yes60.5K shares worth $15M (+3.62% of its 13F portfolio) as of Q1 2026, up from 42.8K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
60.5K
% of Portfolio
+3.62%
Quarters Held
22
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $15MQ4 ’20Q1 ’21: $24MQ2 ’21: $27MQ3 ’21: $17MQ3 ’21Q4 ’21: $3MQ1 ’22: $20MQ2 ’22: $15MQ2 ’22Q3 ’22: $13MQ4 ’22: $11MQ1 ’23: $15MQ1 ’23Q2 ’23: $17MQ3 ’23: $13MQ4 ’23: $15MQ4 ’23Q1 ’24: $13MQ2 ’24: $16MQ3 ’24: $18MQ3 ’24Q4 ’24: $20MQ1 ’25: $17MQ2 ’25: $14MQ2 ’25Q3 ’25: $12MQ4 ’25: $12MQ1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.5K$15M+3.62%
Q4 202542.8K$12M+3.67%
Q3 202546.9K$12M+3.57%
Q2 202568.3K$14M+3.36%
Q1 202575.0K$17M+4.34%
Q4 202478.3K$20M+5.01%
Q3 202479.1K$18M+4.61%
Q2 202477.5K$16M+4.37%
Q1 202474.5K$13M+3.51%
Q4 202376.5K$15M+4.37%
Q3 202377.7K$13M+4.33%
Q2 202385.6K$17M+5.08%
Q1 202389.6K$15M+4.79%
Q4 202288.1K$11M+3.91%
Q3 202291.9K$13M+4.85%
Q2 2022112.0K$15M+3.91%
Q1 2022115.5K$20M+4.40%
Q4 202119$3M0.00%
Q3 2021117.1K$17M+3.89%
Q2 2021194.9K$27M+4.94%
Q1 2021195.9K$24M+4.78%
Q4 2020110.0K$15M+4.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcdonald Partners LLC’s full portfolio or all institutional holders of AAPL.