Ron Muhlenkamp - Muhlenkamp & Company
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    29
Portfolio value:    $379,789,142
Holdings Activity Buys Sells    History
Holding/activity history for  Apple Inc. (AAPL)
← All AAPL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 62,559 4.18 Reduce 0.45% 0.02 $245.51–315.00 · VW $290.86i $15,876,849 SEC
2025   Q4 62,841 4.59 Add 0.27% 0.01 $243.42–288.62 · VW $265.41i $17,083,954 SEC
2025   Q3 62,673 4.34 Add 0.09% <0.01 $225.95–280.38 · VW $261.73i $15,958,396 SEC
2025   Q2 62,616 4.01 Add 0.27% 0.01 $195.07–235.12 · VW $220.78i $12,846,883 SEC
2025   Q1 62,446 4.54 Reduce 0.97% 0.05 $169.21–244.03 · VW $204.70i $13,871,030 SEC
2024   Q4 63,056 4.79 Add 0.23% 0.01 $219.38–260.10 · VW $240.44i $15,790,599 SEC
2024   Q3 62,914 4.49 Add 0.12% <0.01 $213.92–237.81 · VW $229.69i $14,659,048 SEC
2024   Q2 62,839 4.13 Add 0.38% 0.02 $192.15–237.23 · VW $219.46i $13,235,150 SEC
2024   Q1 62,604 3.12 Add 3.59% 0.11 $164.08–193.00 · VW $183.11i $10,735,334 SEC
2023   Q4 60,434 3.81 Reduce 1.71% 0.06 $179.25–199.62 · VW $186.54i $11,635,358 SEC
2023   Q3 61,484 3.63 Add 1.85% 0.07 $165.67–192.93 · VW $182.85i $10,526,675 SEC
2023   Q2 60,370 4.15 $193.97 $11,709,969 SEC
Price snapshot:
Current price$317.31
Avg. buy price$193.34
+/- since buy64.12%
52-week low$200.70
52-week high$323.45