McElhenny Sheffield Capital Management, LLC AAPL Holdings History
McElhenny Sheffield Capital Management, LLC's Apple Inc Holding Summary
As of 2025-06-30, McElhenny Sheffield Capital Management, LLC held 3.82 Mil shares of Apple Inc(AAPL), totaling $12.90 Mil. This investment constitutes 14.32% of their stock portfolio, and McElhenny Sheffield Capital Management, LLC now holds 0.03% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q3. And since then McElhenny Sheffield Capital Management, LLC has made 8 purchases of AAPL, at an average price of $201.75, for a total of 3.86 Mil shares. In addition, there have been 7 sales at an average price of $188.67 for 32,617.00 shares. Based on historical transaction data and AAPL's current price of $214.29, McElhenny Sheffield Capital Management, LLC's estimated gain on his AAPL holdings is $47.53 Mil, reflecting a 6.11% gain to date.
McElhenny Sheffield Capital Management, LLC AAPL ($214.29) Holding Chart
McElhenny Sheffield Capital Management, LLC AAPL ($214.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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