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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

James Reed Financial Services's AAPL Position: Q2 2026 in Review

James Reed Financial Services held its Apple (AAPL) position steady in Q2 2026 at 4,469 shares worth $1.29M. The position accounts for 0.99% of the portfolio, ranked #7.

James Reed Financial Services first reported a position in AAPL in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2025. 2,580 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

James Reed Financial Services held 4,469 shares of Apple worth $1.29M as of Q2 2026.
James Reed Financial Services left its Apple share count unchanged in Q2 2026.
Apple made up 0.99% of James Reed Financial Services's portfolio in Q2 2026, its #7 holding.
James Reed Financial Services first reported a position in Apple in Q4 2021 and has held it in 11 quarters since.
James Reed Financial Services's Apple position peaked at $1.3M in Q4 2025.
2,580 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.