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4J Wealth Management’s Apple AAPL Stock Holding History

4J Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.8M Sell
16,594
-567
-3% -$162K 2.36% 11
2026
Q1 		$4.36M Sell
17,161
-57
-0.3% -$14.8K 2.48% 11
2025
Q4 		$4.68M Sell
17,218
-48
-0.3% -$12.9K 2.68% 11
2025
Q3 		$4.4M Buy
17,266
+521
+3% +$118K 2.58% 11
2025
Q2 		$3.44M Sell
16,745
-93
-0.6% -$18.8K 2.32% 10
2025
Q1 		$3.74M Buy
16,838
+572
+4% +$133K 2.95% 9
2024
Q4 		$4.07M Sell
16,266
-230
-1% -$54.2K 3.3% 8
2024
Q3 		$3.84M Sell
16,496
-4
-0% -$893 2.98% 9
2024
Q2 		$3.48M Sell
16,500
-48
-0.3% -$8.95K 2.87% 10
2024
Q1 		$2.84M Sell
16,548
-441
-3% -$80.2K 2.45% 10
2023
Q4 		$3.27M Sell
16,989
-270
-2% -$49.9K 2.99% 7
2023
Q3 		$2.95M Sell
17,259
-97
-0.6% -$17.8K 2.94% 7
2023
Q2 		$3.37M Sell
17,356
-3,408
-16% -$594K 3.27% 7
2023
Q1 		$3.42M Sell
20,764
-364
-2% -$53.7K 3.68% 7
2022
Q4 		$2.75M Buy
21,128
+9,312
+79% +$1.33M 3.19% 9
2022
Q3 		$1.63M Sell
11,816
-125
-1% -$19.6K 2.09% 11
2022
Q2 		$1.63M Sell
11,941
-211
-2% -$32K 2.05% 12
2022
Q1 		$2.12M Sell
12,152
-60
-0.5% -$10.1K 1.86% 11
2021
Q4 		$2.17M Sell
12,212
-166
-1% -$26.2K 1.82% 12
2021
Q3 		$1.75M Buy
12,378
+496
+4% +$73K 1.52% 17
2021
Q2 		$1.63M Sell
11,882
-145
-1% -$18.8K 1.42% 19
2021
Q1 		$1.47M Sell
12,027
-202
-2% -$25.9K 1.37% 20
2020
Q4 		$1.62M Buy
+12,229
New +$1.47M 1.56% 19

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

4J Wealth Management's AAPL Position: Q2 2026 in Review

4J Wealth Management reduced its Apple (AAPL) stake by 3.3% in Q2 2026, selling an estimated $162K and leaving 16,594 shares worth $4.8M. The position accounts for 2.36% of the portfolio, ranked #11.

4J Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • 4J Wealth Management held 16,594 shares of Apple worth $4.8M as of Q2 2026.
  • 4J Wealth Management sold 567 Apple shares in Q2 2026, an estimated $162K.
  • Apple made up 2.36% of 4J Wealth Management's portfolio in Q2 2026, its #11 holding.
  • 4J Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.