JDH Wealth Management’s Apple AAPL Stock Holding History

JDH 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 Q3	$2.61M	Buy	7,830 +1,250	+19%	+$401K	1.58%	17
2026 Q2	$1.9M	Buy	6,580 +359	+6%	+$103K	1.16%	18
2026 Q1	$1.58M	Buy	6,221 +104	+2%	+$27.1K	1.06%	19
2025 Q4	$1.66M	Buy	6,117 +60	+1%	+$16.1K	1.14%	18
2025 Q3	$1.54M	Sell	6,057 -3,059	-34%	-$691K	1.09%	21
2025 Q2	$1.87M	Sell	9,116 -1,769	-16%	-$357K	1.43%	17
2025 Q1	$2.42M	Buy	10,885 +407	+4%	+$94.3K	2.07%	15
2024 Q4	$2.62M	Buy	+10,478	New	+$2.47M	2.3%	13

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JDH Wealth Management's AAPL Position: Q3 2026 in Review

JDH Wealth Management increased its Apple (AAPL) stake by 19% in Q3 2026, buying an estimated $401K and bringing the position to 7,830 shares worth $2.61M. The position accounts for 1.58% of the portfolio, ranked #17.

JDH Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.62M in Q4 2024. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

JDH Wealth Management held 7,830 shares of Apple worth $2.61M as of Q3 2026.
JDH Wealth Management bought 1,250 Apple shares in Q3 2026, an estimated $401K.
Apple made up 1.58% of JDH Wealth Management's portfolio in Q3 2026, its #17 holding.
JDH Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
JDH Wealth Management's Apple position peaked at $2.62M in Q4 2024.
2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.