J. M. Brown & Associates’s Apple AAPL Stock Holding History

J. M. Brown & 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 Q3	$6.54M	Sell	19,650 -114	-0.6%	-$36.6K	3.74%	5
2026 Q2	$5.72M	Buy	+19,764	New	+$5.65M	3.27%	4

Other funds holding AAPL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

J. M. Brown & Associates's AAPL Position: Q3 2026 in Review

J. M. Brown & Associates reduced its Apple (AAPL) stake by 0.58% in Q3 2026, selling an estimated $36.6K and leaving 19,650 shares worth $6.54M. The position accounts for 3.74% of the portfolio, ranked #5.

J. M. Brown & Associates first reported a position in AAPL in Q2 2026 and has held it in 2 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

J. M. Brown & Associates held 19,650 shares of Apple worth $6.54M as of Q3 2026.
J. M. Brown & Associates sold 114 Apple shares in Q3 2026, an estimated $36.6K.
Apple made up 3.74% of J. M. Brown & Associates's portfolio in Q3 2026, its #5 holding.
J. M. Brown & Associates first reported a position in Apple in Q2 2026 and has held it in 2 quarters since.
5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.