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Jackson Grant Investment Advisers’s Apple AAPL Stock Holding History

Jackson Grant Investment Advisers’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 		$5.97M Sell
20,639
-152
-0.7% -$43.5K 1.85% 11
2026
Q1 		$5.28M Sell
20,791
-375
-2% -$97.6K 1.76% 12
2025
Q4 		$5.75M Buy
21,166
+321
+2% +$86.2K 1.89% 10
2025
Q3 		$5.31M Buy
20,845
+15
+0.1% +$3.39K 1.77% 12
2025
Q2 		$4.27M Sell
20,830
-352
-2% -$71.1K 1.57% 16
2025
Q1 		$4.71M Buy
21,182
+15
+0.1% +$3.48K 1.82% 13
2024
Q4 		$5.3M Sell
21,167
-574
-3% -$135K 2.04% 10
2024
Q3 		$5.07M Buy
21,741
+16
+0.1% +$3.57K 1.89% 11
2024
Q2 		$4.58M Buy
21,725
+2,355
+12% +$439K 1.85% 13
2024
Q1 		$3.32M Sell
19,370
-169
-0.9% -$30.7K 1.36% 18
2023
Q4 		$3.76M Buy
19,539
+17
+0.1% +$3.14K 1.67% 14
2023
Q3 		$3.34M Sell
19,522
-300
-2% -$55K 1.61% 14
2023
Q2 		$3.84M Sell
19,822
-10,095
-34% -$1.76M 1.78% 12
2023
Q1 		$4.93M Buy
29,917
+1,159
+4% +$171K 2.32% 8
2022
Q4 		$3.74M Buy
28,758
+18
+0.1% +$2.57K 1.81% 13
2022
Q3 		$3.97M Sell
28,740
-16
-0.1% -$2.51K 2.08% 13
2022
Q2 		$3.93M Sell
28,756
-1,033
-3% -$156K 1.95% 13
2022
Q1 		$5.2M Sell
29,789
-269
-0.9% -$45.2K 2.19% 10
2021
Q4 		$5.34M Sell
30,058
-127
-0.4% -$20.1K 2.72% 9
2021
Q3 		$4.27M Buy
30,185
+1,017
+3% +$150K 1.9% 12
2021
Q2 		$4M Sell
29,168
-651
-2% -$84.3K 1.76% 13
2021
Q1 		$3.64M Buy
29,819
+1,978
+7% +$254K 1.68% 13
2020
Q4 		$3.69M Buy
27,841
+8,825
+46% +$1.06M 1.88% 13
2020
Q3 		$2.2M Buy
19,016
+24
+0.1% +$2.62K 1.32% 16
2020
Q2 		$1.73M Sell
18,992
-464
-2% -$36K 1.1% 18
2020
Q1 		$1.24M Sell
19,456
-2,432
-11% -$179K 0.91% 21
2019
Q4 		$1.61M Sell
21,888
-188
-0.9% -$12.1K 0.87% 21
2019
Q3 		$1.24M Buy
22,076
+56
+0.3% +$2.93K 0.7% 24
2019
Q2 		$1.09M Sell
22,020
-208
-0.9% -$10.1K 0.64% 27
2019
Q1 		$1.06M Sell
22,228
-2,708
-11% -$115K 0.63% 27
2018
Q4 		$983K Buy
24,936
+1,324
+6% +$64.2K 0.69% 27
2018
Q3 		$1.33M Sell
23,612
-340
-1% -$17.7K 0.84% 23
2018
Q2 		$1.11M Buy
23,952
+76
+0.3% +$3.45K 0.76% 25
2018
Q1 		$1M Buy
23,876
+1,664
+7% +$71.6K 0.7% 27
2017
Q4 		$940K Buy
22,212
+328
+1% +$13.7K 0.64% 28
2017
Q3 		$843K Buy
21,884
+160
+0.7% +$6.21K 0.61% 28
2017
Q2 		$782K Buy
21,724
+68
+0.3% +$2.51K 0.61% 29
2017
Q1 		$778K Buy
21,656
+2,180
+11% +$71.8K 0.62% 27
2016
Q4 		$564K Sell
19,476
-688
-3% -$19.5K 0.48% 33
2016
Q3 		$570K Sell
20,164
-1,308
-6% -$34.6K 0.47% 33
2016
Q2 		$513K Buy
21,472
+332
+2% +$8.25K 0.45% 32
2016
Q1 		$576K Buy
21,140
+1,984
+10% +$49.4K 0.53% 32
2015
Q4 		$504K Buy
+19,156
New +$547K 0.48% 39

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Jackson Grant Investment Advisers's AAPL Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Apple (AAPL) stake by 0.73% in Q2 2026, selling an estimated $43.5K and leaving 20,639 shares worth $5.97M. The position accounts for 1.85% of the portfolio, ranked #11.

Jackson Grant Investment Advisers first reported a position in AAPL in Q4 2015 and has held it in 43 quarters since. 3,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Jackson Grant Investment Advisers held 20,639 shares of Apple worth $5.97M as of Q2 2026.
  • Jackson Grant Investment Advisers sold 152 Apple shares in Q2 2026, an estimated $43.5K.
  • Apple made up 1.85% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #11 holding.
  • Jackson Grant Investment Advisers first reported a position in Apple in Q4 2015 and has held it in 43 quarters since.
  • 3,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.