JDLA
AAPL icon

J. Derek Lewis & Associates’s Apple AAPL Stock Holding History

J. Derek Lewis & Associates’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 		$20.2M Sell
69,855
-961
-1% -$275K 3.82% 8
2026
Q1 		$18M Buy
70,816
+1,165
+2% +$303K 4.04% 8
2025
Q4 		$18.9M Buy
+69,651
New +$18.7M 4.44% 7

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

J. Derek Lewis & Associates's AAPL Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $275K and leaving 69,855 shares worth $20.2M. The position accounts for 3.82% of the portfolio, ranked #8.

J. Derek Lewis & Associates first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • J. Derek Lewis & Associates held 69,855 shares of Apple worth $20.2M as of Q2 2026.
  • J. Derek Lewis & Associates sold 961 Apple shares in Q2 2026, an estimated $275K.
  • Apple made up 3.82% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #8 holding.
  • J. Derek Lewis & Associates first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.