Jamison Private Wealth Management’s Apple AAPL Stock Holding History

Jamison Private 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 Q2	$41.1M	Buy	142,129 +8,338	+6%	+$2.38M	4.15%	2
2026 Q1	$34M	Sell	133,791 -460	-0.3%	-$120K	4.13%	1
2025 Q4	$36.5M	Sell	134,251 -163	-0.1%	-$43.8K	4.43%	1
2025 Q3	$34.2M	Buy	134,414 +17,467	+15%	+$3.95M	4.34%	2
2025 Q2	$24M	Sell	116,947 -18,346	-14%	-$3.7M	3.44%	3
2025 Q1	$30.1M	Sell	135,293 -650	-0.5%	-$151K	4.58%	1
2024 Q4	$34M	Buy	135,943 +19,110	+16%	+$4.5M	5.03%	1
2024 Q3	$27.2M	Buy	116,833 +1,452	+1%	+$324K	4.14%	2
2024 Q2	$24.3M	Sell	115,381 -1,269	-1%	-$237K	4.04%	2
2024 Q1	$20M	Buy	116,650 +679	+0.6%	+$123K	3.38%	4
2023 Q4	$22.3M	Sell	115,971 -1,254	-1%	-$232K	4.18%	3
2023 Q3	$20.1M	Buy	+117,225	New	+$21.5M	4.15%	3

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jamison Private Wealth Management's AAPL Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Apple (AAPL) stake by 6.2% in Q2 2026, buying an estimated $2.38M and bringing the position to 142,129 shares worth $41.1M. The position accounts for 4.15% of the portfolio, ranked #2.

Jamison Private Wealth Management first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Jamison Private Wealth Management held 142,129 shares of Apple worth $41.1M as of Q2 2026.
Jamison Private Wealth Management bought 8,338 Apple shares in Q2 2026, an estimated $2.38M.
Apple made up 4.15% of Jamison Private Wealth Management's portfolio in Q2 2026, its #2 holding.
Jamison Private Wealth Management first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.