J. Team Financial
AAPL icon

J. Team Financial’s Apple AAPL Stock Holding History

J. Team Financial’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 		$4.25M Buy
12,749
+15
+0.1% +$4.82K 3.69% 6
2026
Q2 		$3.68M Sell
12,734
-1,635
-11% -$468K 3.58% 6
2026
Q1 		$3.65M Sell
14,369
-8,481
-37% -$2.21M 4.08% 5
2025
Q4 		$6.21M Sell
22,850
-431
-2% -$116K 6.21% 3
2025
Q3 		$5.93M Buy
+23,281
New +$5.26M 6.01% 3

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

J. Team Financial's AAPL Position: Q3 2026 in Review

J. Team Financial increased its Apple (AAPL) stake by 0.12% in Q3 2026, buying an estimated $4.82K and bringing the position to 12,749 shares worth $4.25M. The position accounts for 3.69% of the portfolio, ranked #6.

J. Team Financial first reported a position in AAPL in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.21M in Q4 2025. 3,846 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • J. Team Financial held 12,749 shares of Apple worth $4.25M as of Q3 2026.
  • J. Team Financial bought 15 Apple shares in Q3 2026, an estimated $4.82K.
  • Apple made up 3.69% of J. Team Financial's portfolio in Q3 2026, its #6 holding.
  • J. Team Financial first reported a position in Apple in Q3 2025 and has held it in 5 quarters since.
  • J. Team Financial's Apple position peaked at $6.21M in Q4 2025.
  • 3,846 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.