Ronald Muhlenkamp's AAPL Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 62,841 shares of Apple Inc. (AAPL) worth $17.08 M, representing 4.59% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Ronald Muhlenkamp has maintained a long-term strategic position in AAPL, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 203,996 shares. Largest reduction occurred in Q1 2018, reducing 219,992 shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's Apple (AAPL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Apple (AAPL) Trades by Ronald Muhlenkamp
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +168 | Add 0.27% | 62,841 | $271.86 |
| Q3 2025 | +57 | Add 0.09% | 62,673 | $254.63 |
| Q2 2025 | +170 | Add 0.27% | 62,616 | $205.17 |
| Q1 2025 | -610 | Reduce 0.97% | 62,446 | $222.13 |
| Q4 2024 | +142 | Add 0.23% | 63,056 | $250.42 |
| Q3 2024 | +75 | Add 0.12% | 62,914 | $233.00 |
| Q2 2024 | +235 | Add 0.38% | 62,839 | $210.62 |
| Q1 2024 | +2,170 | Add 3.59% | 62,604 | $171.48 |
| Q4 2023 | -1,050 | Reduce 1.71% | 60,434 | $192.53 |
| Q3 2023 | +1,114 | Add 1.85% | 61,484 | $171.21 |
| Q2 2023 | +60,371 | Add 0.00% | 60,370 | $193.97 |
| Q4 2022 | -56 | Reduce 0.10% | 55,266 | $129.93 |
| Q3 2022 | +5 | Add 0.01% | 55,322 | $138.21 |
| Q2 2022 | -210 | Reduce 0.38% | 55,317 | $136.72 |
| Q1 2022 | -24,038 | Reduce 30.21% | 55,527 | $174.62 |
| Q4 2021 | -44 | Reduce 0.06% | 79,565 | $177.57 |
| Q3 2021 | -133 | Reduce 0.17% | 79,609 | $141.50 |
| Q2 2021 | +133 | Add 0.17% | 79,742 | $136.95 |
| Q1 2021 | +44 | Add 0.06% | 79,609 | $150.18 |
| Q4 2020 | +514 | Add 0.65% | 79,565 | $132.68 |
| Q3 2020 | -77,361 | Reduce 49.46% | 79,051 | $115.81 |
| Q2 2020 | +156,416 | Add 0.00% | 156,412 | $91.20 |
| Q4 2019 | -16,196 | Reduce 6.43% | 235,496 | $73.41 |
| Q3 2019 | +36 | Add 0.01% | 251,692 | $55.99 |
| Q2 2019 | -916 | Reduce 0.36% | 251,656 | $49.48 |
| Q1 2019 | +252,576 | Add 0.00% | 252,572 | $47.49 |
| Q3 2018 | -2,336 | Reduce 0.64% | 360,960 | $56.44 |
| Q1 2018 | -219,992 | Reduce 37.72% | 363,296 | $41.94 |
| Q4 2017 | -6,316 | Reduce 1.07% | 583,288 | $42.31 |
| Q3 2017 | -2,980 | Reduce 0.50% | 589,604 | $38.53 |
| Q2 2017 | -540 | Reduce 0.09% | 592,584 | $36.01 |
| Q1 2017 | -2,924 | Reduce 0.49% | 593,124 | $35.91 |
| Q4 2016 | -4,396 | Reduce 0.73% | 596,048 | $28.96 |
| Q3 2016 | -2,076 | Reduce 0.34% | 600,444 | $28.26 |
| Q2 2016 | -2,296 | Reduce 0.38% | 602,520 | $23.90 |
| Q1 2016 | -476 | Reduce 0.08% | 604,816 | $27.25 |
| Q4 2015 | +996 | Add 0.16% | 605,292 | $26.31 |
| Q3 2015 | +64 | Add 0.01% | 604,296 | $27.57 |
| Q2 2015 | +200 | Add 0.03% | 604,232 | $31.36 |
| Q1 2015 | +720 | Add 0.12% | 604,032 | $31.11 |
| Q4 2014 | +203,996 | Add 51.09% | 603,312 | $27.59 |
| Q3 2014 | +12,860 | Add 3.33% | 399,316 | $25.19 |
| Q2 2014 | -16,296 | Reduce 4.05% | 386,456 | $23.23 |
| Q1 2014 | +6,468 | Add 1.63% | 402,752 | $19.17 |
| Q4 2013 | +18,424 | Add 4.88% | 396,284 | $20.04 |
| Q3 2013 | -136,752 | Reduce 26.57% | 377,860 | $17.03 |
| Q2 2013 | +514,640 | Add 0.00% | 514,612 | $14.16 |
Ronald Muhlenkamp's Apple Investment FAQs
Ronald Muhlenkamp first purchased Apple Inc. (AAPL) in Q2 2013, acquiring 514,612 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp has held Apple Inc. (AAPL) for 51 quarters since Q2 2013.
Ronald Muhlenkamp's largest addition to Apple Inc. (AAPL) was in Q2 2013, adding 514,612 shares worth $7.29 M.
According to the latest 13F filing for Q4 2025, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 62,841 shares of Apple Inc. (AAPL), valued at approximately $17.08 M.
As of the Q4 2025 filing, Apple Inc. (AAPL) represents approximately 4.59% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings.
Ronald Muhlenkamp's peak holding in Apple Inc. (AAPL) was 605,292 shares, as reported at the end of Q4 2015.