Janney Montgomery Scott’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.22B Buy
4,792,927
+84,025
+2% +$21.9M 3.01% 1
2025
Q4
$1.28B Buy
4,708,902
+123,612
+3% +$33.2M 2.94% 1
2025
Q3
$1.17B Sell
4,585,290
-8,952
-0.2% -$2.02M 2.77% 1
2025
Q2
$943M Sell
4,594,242
-47,064
-1% -$9.5M 2.46% 2
2025
Q1
$1.03B Sell
4,641,306
-49,219
-1% -$11.4M 2.92% 1
2024
Q4
$1.17B Sell
4,690,525
-13,917
-0.3% -$3.28M 3.26% 1
2024
Q3
$1.1B Sell
4,704,442
-62,836
-1% -$14M 3.06% 1
2024
Q2
$1B Buy
4,767,278
+136,692
+3% +$25.5M 3.06% 1
2024
Q1
$794M Sell
4,630,586
-76,256
-2% -$13.9M 2.36% 3
2023
Q4
$906M Sell
4,706,842
-204,018
-4% -$37.7M 2.94% 2
2023
Q3
$841M Buy
4,910,860
+17,591
+0.4% +$3.23M 3.13% 2
2023
Q2
$949M Buy
+4,893,269
New +$853M 3.31% 1
2023
Q1
Sell
-4,956,985
Closed -$644M 2455
2022
Q4
$644M Buy
4,956,985
+18,624
+0.4% +$2.66M 2.51% 2
2022
Q3
$682M Buy
+4,938,361
New +$775M 2.92% 1
2021
Q1
Sell
-4,515,144
Closed -$599M 2160
2020
Q4
$599M Sell
4,515,144
-19,511
-0.4% -$2.35M 2.89% 1
2020
Q3
$525M Sell
4,534,655
-43,525
-1% -$4.75M 2.99% 1
2020
Q2
$418M Buy
4,578,180
+11,532
+0.3% +$894K 2.64% 1
2020
Q1
$290M Sell
4,566,648
-22,180
-0.5% -$1.63M 2.3% 2
2019
Q4
$337M Buy
4,588,828
+51,468
+1% +$3.31M 2.21% 2
2019
Q3
$254M Buy
4,537,360
+161,048
+4% +$8.42M 1.85% 2
2019
Q2
$217M Sell
4,376,312
-42,128
-1% -$2.05M 1.66% 3
2019
Q1
$210M Buy
4,418,440
+246,128
+6% +$10.4M 1.73% 2
2018
Q4
$165M Buy
4,172,312
+157,600
+4% +$7.64M 1.59% 2
2018
Q3
$227M Buy
4,014,712
+74,624
+2% +$3.89M 1.95% 2
2018
Q2
$182M Buy
3,940,088
+64,648
+2% +$2.93M 1.75% 1
2018
Q1
$163M Buy
3,875,440
+90,508
+2% +$3.9M 1.64% 1
2017
Q4
$160M Buy
3,784,932
+99,552
+3% +$4.16M 1.66% 1
2017
Q3
$142M Buy
3,685,380
+58,256
+2% +$2.26M 1.62% 1
2017
Q2
$131M Sell
3,627,124
-63,552
-2% -$2.35M 1.63% 1
2017
Q1
$133M Sell
3,690,676
-46,512
-1% -$1.53M 1.76% 1
2016
Q4
$108M Buy
3,737,188
+124,608
+3% +$3.53M 1.63% 1
2016
Q3
$102M Buy
+3,612,580
New +$95.6M 1.8% 2
2016
Q2
Sell
-2,982,072
Closed -$81.3M 630
2016
Q1
$81.3M Buy
2,982,072
+208,792
+8% +$5.2M 2.13% 1
2015
Q4
$73M Sell
2,773,280
-20,348
-0.7% -$581K 1.88% 1
2015
Q3
$77M Buy
+2,793,628
New +$81.9M 2.17% 1
2015
Q2
Sell
-2,802,036
Closed -$87.2M 2018
2015
Q1
$87.2M Buy
2,802,036
+92,608
+3% +$2.8M 1.62% 1
2014
Q4
$74.8M Buy
2,709,428
+74,924
+3% +$2.04M 1.5% 1
2014
Q3
$66.4M Buy
2,634,504
+188,380
+8% +$4.62M 1.38% 1
2014
Q2
$56.8M Sell
2,446,124
-77,236
-3% -$1.64M 1.24% 1
2014
Q1
$48.4M Buy
2,523,360
+348,432
+16% +$6.63M 1.17% 1
2013
Q4
$43.6M Sell
2,174,928
-76,468
-3% -$1.44M 1.15% 3
2013
Q3
$38.3M Buy
2,251,396
+1,352,960
+151% +$22.4M 1.15% 3
2013
Q2
$12.7M Buy
+898,436
New +$13.8M 1.33% 4

Other funds holding AAPL

Janney Montgomery Scott's AAPL Position: Q1 2026 in Review

Janney Montgomery Scott increased its Apple (AAPL) stake by 1.8% in Q1 2026, buying an estimated $21.9M and bringing the position to 4,792,927 shares worth $1.22B. The position accounts for 3.01% of the portfolio, ranked #1.

Janney Montgomery Scott first reported a position in AAPL in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.28B in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Janney Montgomery Scott held 4,792,927 shares of Apple worth $1.22B as of Q1 2026.
  • Janney Montgomery Scott bought 84,025 Apple shares in Q1 2026, an estimated $21.9M.
  • Apple made up 3.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1 holding.
  • Janney Montgomery Scott first reported a position in Apple in Q2 2013 and has held it in 43 quarters since.
  • Janney Montgomery Scott's Apple position peaked at $1.28B in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.