J.E. Simmons & Co’s Apple AAPL Stock Holding History

J.E. Simmons & Co’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	$706K	Sell	2,441 -14	-0.6%	-$4K	0.4%	31
2026 Q1	$623K	Buy	2,455 +10	+0.4%	+$2.6K	0.42%	29
2025 Q4	$665K	Buy	+2,445	New	+$656K	0.43%	33

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

J.E. Simmons & Co's AAPL Position: Q2 2026 in Review

J.E. Simmons & Co reduced its Apple (AAPL) stake by 0.57% in Q2 2026, selling an estimated $4K and leaving 2,441 shares worth $706K. The position accounts for 0.4% of the portfolio, ranked #31.

J.E. Simmons & Co first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

J.E. Simmons & Co held 2,441 shares of Apple worth $706K as of Q2 2026.
J.E. Simmons & Co sold 14 Apple shares in Q2 2026, an estimated $4K.
Apple made up 0.4% of J.E. Simmons & Co's portfolio in Q2 2026, its #31 holding.
J.E. Simmons & Co first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.