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J.W. Coons Advisors’s Apple AAPL Stock Holding History

J.W. Coons 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
2025
Q2 		$26.4M Buy
128,706
+11,557
+10% +$2.33M 5.97% 1
2025
Q1 		$26M Sell
117,149
-2,068
-2% -$479K 6.86% 1
2024
Q4 		$29.9M Sell
119,217
-3,033
-2% -$715K 7.67% 1
2024
Q3 		$28.5M Sell
122,250
-1,437
-1% -$321K 7.11% 1
2024
Q2 		$26.1M Buy
123,687
+1,660
+1% +$310K 6.3% 2
2024
Q1 		$20.9M Buy
122,027
+167
+0.1% +$30.4K 4.73% 2
2023
Q4 		$23.5M Sell
121,860
-1,298
-1% -$240K 6.35% 2
2023
Q3 		$21.1M Sell
123,158
-1,450
-1% -$266K 6.09% 2
2023
Q2 		$24.2M Sell
124,608
-2,380
-2% -$415K 6.6% 2
2023
Q1 		$20.9M Sell
126,988
-379
-0.3% -$55.9K 6.01% 2
2022
Q4 		$16.5M Buy
127,367
+234
+0.2% +$33.4K 4.94% 2
2022
Q3 		$17.6M Sell
127,133
-2,732
-2% -$429K 6.65% 1
2022
Q2 		$17.8M Sell
129,865
-1,430
-1% -$217K 6.28% 1
2022
Q1 		$22.9M Buy
131,295
+5,850
+5% +$984K 6.83% 1
2021
Q4 		$22.3M Sell
125,445
-1,415
-1% -$224K 6.73% 1
2021
Q3 		$18M Sell
126,860
-1,465
-1% -$216K 6.15% 1
2021
Q2 		$17.6M Sell
128,325
-6,760
-5% -$876K 6.23% 1
2021
Q1 		$16.5M Sell
135,085
-4,003
-3% -$514K 5.91% 1
2020
Q4 		$18.4M Sell
139,088
-858
-0.6% -$103K 7.06% 1
2020
Q3 		$16.2M Sell
139,946
-3,518
-2% -$384K 6.74% 1
2020
Q2 		$13.1M Sell
143,464
-1,600
-1% -$124K 5.8% 1
2020
Q1 		$9.21M Buy
+145,064
New +$10.7M 4.84% 1

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

J.W. Coons Advisors's AAPL Position: Q2 2025 in Review

J.W. Coons Advisors increased its Apple (AAPL) stake by 9.9% in Q2 2025, buying an estimated $2.33M and bringing the position to 128,706 shares worth $26.4M. The position accounts for 5.97% of the portfolio, ranked #1.

J.W. Coons Advisors first reported a position in AAPL in Q1 2020 and has held it in 22 quarters since. The position peaked at $29.9M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • J.W. Coons Advisors held 128,706 shares of Apple worth $26.4M as of Q2 2025.
  • J.W. Coons Advisors bought 11,557 Apple shares in Q2 2025, an estimated $2.33M.
  • Apple made up 5.97% of J.W. Coons Advisors's portfolio in Q2 2025, its #1 holding.
  • J.W. Coons Advisors first reported a position in Apple in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Apple position peaked at $29.9M in Q4 2024.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.