DFA
AAPL icon

DHJJ Financial Advisors’s Apple AAPL Stock Holding History

DHJJ Financial Advisors’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 		$3.88M Buy
15,269
+60
+0.4% +$15.6K 1.28% 16
2025
Q4 		$4.13M Sell
15,209
-245
-2% -$65.8K 1.37% 12
2025
Q3 		$3.93M Sell
15,454
-545
-3% -$123K 1.33% 12
2025
Q2 		$3.28M Buy
15,999
+6,161
+63% +$1.24M 1.19% 16
2025
Q1 		$2.19M Sell
9,838
-227
-2% -$52.6K 0.88% 22
2024
Q4 		$2.52M Buy
10,065
+29
+0.3% +$6.83K 0.98% 21
2024
Q3 		$2.34M Sell
10,036
-45
-0.4% -$10K 0.93% 21
2024
Q2 		$2.12M Sell
10,081
-459
-4% -$85.6K 0.9% 23
2024
Q1 		$1.81M Sell
10,540
-5
-0% -$909 0.8% 24
2023
Q4 		$2.03M Buy
10,545
+275
+3% +$50.8K 0.95% 21
2023
Q3 		$1.76M Sell
10,270
-34
-0.3% -$6.24K 0.89% 23
2023
Q2 		$2M Sell
10,304
-128
-1% -$22.3K 1.04% 21
2023
Q1 		$1.71M Buy
10,432
+3
+0% +$443 0.93% 25
2022
Q4 		$1.35M Sell
10,429
-307
-3% -$43.9K 0.78% 32
2022
Q3 		$1.48M Sell
10,736
-7
-0.1% -$1.1K 0.87% 29
2022
Q2 		$1.47M Buy
10,743
+31
+0.3% +$4.7K 0.82% 31
2022
Q1 		$1.87M Hold
10,712
– – 0.9% 27
2021
Q4 		$1.9M Buy
10,712
+204
+2% +$32.2K 0.89% 26
2021
Q3 		$1.49M Sell
10,508
-18
-0.2% -$2.65K 0.77% 34
2021
Q2 		$1.44M Sell
10,526
-33
-0.3% -$4.28K 0.76% 33
2021
Q1 		$1.29M Sell
10,559
-27
-0.3% -$3.47K 0.75% 36
2020
Q4 		$1.41M Buy
+10,586
New +$1.27M 0.88% 29

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

DHJJ Financial Advisors's AAPL Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Apple (AAPL) stake by 0.39% in Q1 2026, buying an estimated $15.6K and bringing the position to 15,269 shares worth $3.88M. The position accounts for 1.28% of the portfolio, ranked #16.

DHJJ Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.13M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • DHJJ Financial Advisors held 15,269 shares of Apple worth $3.88M as of Q1 2026.
  • DHJJ Financial Advisors bought 60 Apple shares in Q1 2026, an estimated $15.6K.
  • Apple made up 1.28% of DHJJ Financial Advisors's portfolio in Q1 2026, its #16 holding.
  • DHJJ Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • DHJJ Financial Advisors's Apple position peaked at $4.13M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.