James Reed Financial Services’s Apple AAPL Stock Holding History

James Reed Financial Services’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	$1.49M	Hold	4,469	–	–	1.12%	8
2026 Q2	$1.29M	Hold	4,469	–	–	0.99%	7
2026 Q1	$1.13M	Sell	4,469 -329	-7%	-$85.6K	0.98%	8
2025 Q4	$1.3M	Buy	4,798 +343	+8%	+$92.1K	1.05%	8
2025 Q3	$1.13M	Sell	4,455 -225	-5%	-$50.8K	1.02%	8
2025 Q2	$960K	Sell	4,680 -213	-4%	-$43K	0.87%	8
2025 Q1	$1.09M	Sell	4,893 -155	-3%	-$35.9K	1.21%	7
2024 Q4	$1.26M	Buy	+5,048	New	+$1.19M	1.32%	7
2022 Q3	$795K	Hold	5,759	–	–	1.19%	6
2022 Q2	$787K	Buy	5,759 +10	+0.2%	+$1.51K	1.09%	6
2022 Q1	$1M	Hold	5,749	–	–	1.14%	7
2021 Q4	$1.02M	Buy	+5,749	New	+$909K	0.97%	9

Other funds holding AAPL

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

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

James Reed Financial Services's AAPL Position: Q3 2026 in Review

James Reed Financial Services held its Apple (AAPL) position steady in Q3 2026 at 4,469 shares worth $1.49M. The position accounts for 1.12% of the portfolio, ranked #8.

James Reed Financial Services first reported a position in AAPL in Q4 2021 and has held it in 12 quarters since. 4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

James Reed Financial Services held 4,469 shares of Apple worth $1.49M as of Q3 2026.
James Reed Financial Services left its Apple share count unchanged in Q3 2026.
Apple made up 1.12% of James Reed Financial Services's portfolio in Q3 2026, its #8 holding.
James Reed Financial Services first reported a position in Apple in Q4 2021 and has held it in 12 quarters since.
4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on James Reed Financial Services's 13F filing for Q3 2026, filed 26 Oct 2026.