AFWM
AAPL icon

AMJ Financial Wealth Management’s Apple AAPL Stock Holding History

AMJ Financial 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 		$11.8M Hold
46,367
– – 2.78% 8
2026
Q1 		$11.8M Buy
46,367
+12,037
+35% +$3.13M 2.78% 8
2025
Q4 		$9.33M Buy
34,330
+28,756
+516% +$7.72M 2.21% 18
2025
Q3 		$1.42M Sell
5,574
-67
-1% -$15.1K 0.34% 48
2025
Q2 		$1.16M Sell
5,641
-541
-9% -$109K 0.29% 49
2025
Q1 		$1.37M Buy
6,182
+32
+0.5% +$7.41K 0.41% 44
2024
Q4 		$1.54M Sell
6,150
-87
-1% -$20.5K 0.43% 47
2024
Q3 		$1.45M Sell
6,237
-381
-6% -$85.1K 0.42% 44
2024
Q2 		$1.39M Buy
6,618
+72
+1% +$13.4K 0.43% 45
2024
Q1 		$1.12M Sell
6,546
-273
-4% -$49.6K 0.37% 48
2023
Q4 		$1.31M Sell
6,819
-124
-2% -$22.9K 0.55% 43
2023
Q3 		$1.19M Buy
6,943
+450
+7% +$82.5K 0.55% 38
2023
Q2 		$1.26M Buy
6,493
+909
+16% +$158K 0.55% 40
2023
Q1 		$921K Buy
5,584
+172
+3% +$25.4K 0.59% 31
2022
Q4 		$703K Sell
5,412
-181
-3% -$25.9K 0.42% 33
2022
Q3 		$773K Buy
5,593
+999
+22% +$157K 0.5% 29
2022
Q2 		$628K Sell
4,594
-26,404
-85% -$4M 0.53% 29
2022
Q1 		$5.41M Buy
30,998
+24,363
+367% +$4.1M 2.17% 23
2021
Q4 		$1.18M Sell
6,635
-2,802
-30% -$443K 0.43% 41
2021
Q3 		$1.33M Buy
9,437
+8
+0.1% +$1.18K 0.55% 42
2021
Q2 		$1.29M Buy
9,429
+694
+8% +$89.9K 0.56% 43
2021
Q1 		$1.07M Buy
8,735
+8
+0.1% +$1.03K 0.52% 43
2020
Q4 		$1.16M Buy
8,727
+813
+10% +$97.8K 0.59% 41
2020
Q3 		$917K Buy
7,914
+94
+1% +$10.3K 0.54% 39
2020
Q2 		$713K Buy
7,820
+1,212
+18% +$93.9K 0.49% 39
2020
Q1 		$420K Sell
6,608
-688
-9% -$50.6K 0.73% 21
2019
Q4 		$536K Buy
+7,296
New +$469K 0.38% 47

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AMJ Financial Wealth Management's AAPL Position: Q2 2026 in Review

AMJ Financial Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 46,367 shares worth $11.8M. The position accounts for 2.78% of the portfolio, ranked #8.

AMJ Financial Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • AMJ Financial Wealth Management held 46,367 shares of Apple worth $11.8M as of Q2 2026.
  • AMJ Financial Wealth Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 2.78% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #8 holding.
  • AMJ Financial Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.