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McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

AAPL holding history

Apple Inc. in every 13F filed by McDaniel Terry & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
349,854
Value
$101.2M
% of portfolio
7.9%
Quarters held
22
Since Q1 2021
Holdings of AAPL by McDaniel Terry & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026349,854$101.2M7.9%−1740.0%ReducedHolders
Q1 2026350,028$88.8M7.5%+71,541+25.7%AddedHolders
Q4 2025278,487$75.7M6.6%−79,297−22.2%ReducedHolders
Q3 2025357,784$91.1M7.3%−1,310−0.4%ReducedHolders
Q2 2025359,094$73.7M6.0%−537−0.1%ReducedHolders
Q1 2025359,631$79.9M7.0%−1,701−0.5%ReducedHolders
Q4 2024361,332$90.5M7.4%+1,248+0.3%AddedHolders
Q3 2024360,084$83.9M7.0%+528+0.1%AddedHolders
Q2 2024359,556$75.7M6.6%+939+0.3%AddedHolders
Q1 2024358,617$61.5M5.5%−890.0%ReducedHolders
Q4 2023358,706$69.1M6.6%−315−0.1%ReducedHolders
Q3 2023359,021$61.5M6.4%+2,691+0.8%AddedHolders
Q2 2023356,330$69.1M7.0%−2,513−0.7%ReducedHolders
Q1 2023358,843$59.2M6.4%−8,950−2.4%ReducedHolders
Q4 2022367,793$47.8M5.6%−652−0.2%ReducedHolders
Q3 2022368,445$50.9M6.6%+786+0.2%AddedHolders
Q2 2022367,659$50.3M6.2%+2,000+0.5%AddedHolders
Q1 2022365,659$63.8M6.9%+2,761+0.8%AddedHolders
Q4 2021362,898$64.4M6.5%+6,457+1.8%AddedHolders
Q3 2021356,441$50.4M5.9%+1,590+0.4%AddedHolders
Q2 2021354,851$48.6M5.6%+2,190+0.6%AddedHolders
Q1 2021352,661$43.1M5.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.