JBF Capital’s Apple AAPL Stock Holding History

JBF Capital’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
2025 Q2	–	Sell	-20,000	Closed	-$4.44M	–	66
2025 Q1	$4.44M	Sell	20,000 -6,000	-23%	-$1.39M	0.85%	11
2024 Q4	$6.51M	Hold	26,000	–	–	1.11%	12
2024 Q3	$6.06M	Hold	26,000	–	–	0.9%	18
2024 Q2	$5.48M	Hold	26,000	–	–	0.85%	17
2024 Q1	$4.46M	Sell	26,000 -8,000	-24%	-$1.45M	0.73%	17
2023 Q4	$6.55M	Hold	34,000	–	–	1.28%	11
2023 Q3	$5.82M	Buy	34,000 +4,000	+13%	+$734K	1.29%	10
2023 Q2	$5.82M	Hold	30,000	–	–	1.22%	11
2023 Q1	$4.95M	Buy	+30,000	New	+$4.43M	1.12%	14
2021 Q3	–	Sell	-52,900	Closed	-$7.25M	–	104
2021 Q2	$7.25M	Buy	52,900 +12,900	+32%	+$1.67M	1.68%	11
2021 Q1	$4.89M	Buy	+40,000	New	+$5.13M	1.12%	13
2016 Q4	–	Sell	-168,400	Closed	-$4.76M	–	54
2016 Q3	$4.76M	Buy	168,400 +167,200	+13,933%	+$4.43M	0.6%	10
2016 Q2	$29K	Hold	1,200	–	–	﹤0.01%	100
2016 Q1	$33K	Hold	1,200	–	–	﹤0.01%	111
2015 Q4	$32K	Hold	1,200	–	–	﹤0.01%	106
2015 Q3	$33K	Sell	1,200 -78,800	-99%	-$2.31M	﹤0.01%	111
2015 Q2	$2.51M	Buy	+80,000	New	+$2.56M	0.34%	18
2013 Q4	–	Sell	-28,000	Closed	-$477K	–	100
2013 Q3	$477K	Buy	+28,000	New	+$464K	0.09%	55

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JBF Capital's AAPL Position: Q2 2025 in Review

JBF Capital sold out of Apple (AAPL) in Q2 2025, closing a stake of 20,000 shares — an estimated $4.44M sold.

JBF Capital first reported a position in AAPL in Q3 2013 and held it in 18 quarters. The position peaked at $7.25M in Q2 2021. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

JBF Capital reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
JBF Capital sold 20,000 Apple shares in Q2 2025, an estimated $4.44M.
JBF Capital first reported a position in Apple in Q3 2013 and held it in 18 quarters.
JBF Capital's Apple position peaked at $7.25M in Q2 2021.
5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on JBF Capital's 13F filing for Q2 2025, filed 8 Aug 2025.