JBR Co Financial Management’s Apple AAPL Stock Holding History

JBR Co Financial 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	$8.97M	Sell	31,005 -1,650	-5%	-$472K	3.27%	6
2026 Q1	$8.88M	Hold	32,655	–	–	3.72%	6
2025 Q4	$8.88M	Sell	32,655 -749	-2%	-$201K	3.72%	6
2025 Q3	$8.51M	Sell	33,404 -185	-0.6%	-$41.8K	3.6%	6
2025 Q2	$6.89M	Buy	33,589 +2,439	+8%	+$493K	3.4%	6
2025 Q1	$6.92M	Buy	31,150 +710	+2%	+$164K	4.05%	4
2024 Q4	$7.62M	Sell	30,440 -4	-0%	-$943	4.65%	3
2024 Q3	$7.09M	Sell	30,444 -115	-0.4%	-$25.7K	4.64%	3
2024 Q2	$6.44M	Hold	30,559	–	–	4.52%	3
2024 Q1	$5.24M	Buy	30,559 +967	+3%	+$176K	4.18%	3
2023 Q4	$5.7M	Buy	+29,592	New	+$5.46M	5.35%	3

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

JBR Co Financial Management's AAPL Position: Q2 2026 in Review

JBR Co Financial Management reduced its Apple (AAPL) stake by 5.1% in Q2 2026, selling an estimated $472K and leaving 31,005 shares worth $8.97M. The position accounts for 3.27% of the portfolio, ranked #6.

JBR Co Financial Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

JBR Co Financial Management held 31,005 shares of Apple worth $8.97M as of Q2 2026.
JBR Co Financial Management sold 1,650 Apple shares in Q2 2026, an estimated $472K.
Apple made up 3.27% of JBR Co Financial Management's portfolio in Q2 2026, its #6 holding.
JBR Co Financial Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.