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Muhlenkamp & Co Inc

SEC CIK
0001133219
Latest filing
Aug 17, 2026

AAPL holding history

Apple Inc. in every 13F filed by Muhlenkamp & Co Inc, 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)
62,125
Value
$18.0M
% of portfolio
5.2%
Quarters held
21
Since Q1 2021
Holdings of AAPL by Muhlenkamp & Co Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202662,125$18.0M5.2%−434−0.7%ReducedHolders
Q1 202662,559$15.9M4.2%−282−0.4%ReducedHolders
Q4 202562,841$17.1M4.6%+168+0.3%AddedHolders
Q3 202562,673$16.0M4.3%+57+0.1%AddedHolders
Q2 202562,616$12.8M4.0%+170+0.3%AddedHolders
Q1 202562,446$13.9M4.5%−610−1.0%ReducedHolders
Q4 202463,056$15.8M4.8%+142+0.2%AddedHolders
Q3 202462,914$14.7M4.5%+75+0.1%AddedHolders
Q2 202462,839$13.2M4.1%+235+0.4%AddedHolders
Q1 202462,604$10.7M3.1%+2,170+3.6%AddedHolders
Q4 202360,434$11.6M3.8%−1,050−1.7%ReducedHolders
Q3 202361,484$10.5M3.6%+1,114+1.8%AddedHolders
Q2 202360,370$11.7M4.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202255,266$7.18M3.0%−56−0.1%ReducedHolders
Q3 202255,322$7.65M3.4%+50.0%AddedHolders
Q2 202255,317$7.56M3.5%−210−0.4%ReducedHolders
Q1 202255,527$9.70M3.4%−24,038−30.2%ReducedHolders
Q4 202179,565$14.1M4.9%−44−0.1%ReducedHolders
Q3 202179,609$11.3M4.3%−133−0.2%ReducedHolders
Q2 202179,742$10.9M4.0%+133+0.2%AddedHolders
Q1 202179,609$12.0M4.4%––Holders

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