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Jackson Thornton Wealth Management’s Apple AAPL Stock Holding History

Jackson Thornton Wealth Management’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
Q1 		$6.93M Sell
26,598
-178
-0.7% -$46.3K 0.62% 22
2025
Q4 		$7.02M Buy
26,776
+2,458
+10% +$660K 0.66% 20
2025
Q3 		$6.28M Buy
24,318
+3,773
+18% +$852K 0.64% 20
2025
Q2 		$4.31M Sell
20,545
-486
-2% -$98.1K 0.49% 22
2025
Q1 		$4.14M Sell
21,031
-1,022
-5% -$237K 0.55% 22
2024
Q4 		$5.52M Buy
22,053
+5,158
+31% +$1.22M 0.7% 20
2024
Q3 		$3.94M Buy
16,895
+145
+0.9% +$32.4K 0.52% 20
2024
Q2 		$3.53M Sell
16,750
-28
-0.2% -$5.22K 0.54% 19
2024
Q1 		$2.88M Sell
16,778
-493
-3% -$89.6K 0.49% 17
2023
Q4 		$3.33M Buy
17,271
+181
+1% +$33.4K 0.61% 16
2023
Q3 		$2.93M Sell
17,090
-492
-3% -$90.2K 0.61% 14
2023
Q2 		$3.41M Buy
17,582
+2,360
+16% +$411K 0.69% 13
2023
Q1 		$2.51M Buy
15,222
+519
+4% +$76.6K 0.57% 14
2022
Q4 		$1.91M Sell
14,703
-836
-5% -$119K 0.46% 12
2022
Q3 		$2.15M Buy
15,539
+5,717
+58% +$897K 0.58% 9
2022
Q2 		$1.34M Sell
9,822
-6,793
-41% -$1.03M 0.38% 10
2022
Q1 		$2.9M Buy
16,615
+7,795
+88% +$1.31M 0.75% 7
2021
Q4 		$1.57M Buy
+8,820
New +$1.39M 0.45% 7

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Jackson Thornton Wealth Management's AAPL Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Apple (AAPL) stake by 0.66% in Q1 2026, selling an estimated $46.3K and leaving 26,598 shares worth $6.93M. The position accounts for 0.62% of the portfolio, ranked #22.

Jackson Thornton Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.02M in Q4 2025. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Jackson Thornton Wealth Management held 26,598 shares of Apple worth $6.93M as of Q1 2026.
  • Jackson Thornton Wealth Management sold 178 Apple shares in Q1 2026, an estimated $46.3K.
  • Apple made up 0.62% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Jackson Thornton Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Jackson Thornton Wealth Management's Apple position peaked at $7.02M in Q4 2025.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.