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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AMJ Financial Wealth Management's AAPL Position: Q1 2026 in Review

AMJ Financial Wealth Management increased its Apple (AAPL) stake by 35% in Q1 2026, buying an estimated $3.13M and bringing the position to 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 26 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • AMJ Financial Wealth Management held 46,367 shares of Apple worth $11.8M as of Q1 2026.
  • AMJ Financial Wealth Management bought 12,037 Apple shares in Q1 2026, an estimated $3.13M.
  • Apple made up 2.78% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #8 holding.
  • AMJ Financial Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.