JFG
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JDM Financial Group’s Apple AAPL Stock Holding History

JDM Financial Group’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
Q1 		$4.9M Sell
19,310
-8
-0% -$2.08K 1.89% 12
2025
Q4 		$5.25M Sell
19,318
-571
-3% -$153K 2.04% 12
2025
Q3 		$5.06M Buy
19,889
+53
+0.3% +$12K 2.12% 12
2025
Q2 		$4.07M Buy
19,836
+19
+0.1% +$3.84K 1.92% 12
2025
Q1 		$4.4M Sell
19,817
-496
-2% -$115K 2.23% 11
2024
Q4 		$5.09M Sell
20,313
-590
-3% -$139K 2.64% 11
2024
Q3 		$4.87M Buy
20,903
+365
+2% +$81.5K 2.65% 11
2024
Q2 		$4.33M Buy
20,538
+24
+0.1% +$4.48K 2.92% 11
2024
Q1 		$3.52M Sell
20,514
-765
-4% -$139K 2.56% 12
2023
Q4 		$4.1M Sell
21,279
-801
-4% -$148K 3.4% 10
2023
Q3 		$3.78M Sell
22,080
-3
-0% -$550 3.48% 9
2023
Q2 		$4.28M Sell
22,083
-43
-0.2% -$7.49K 3.72% 7
2023
Q1 		$3.65M Sell
22,126
-681
-3% -$100K 3.36% 10
2022
Q4 		$2.96M Buy
+22,807
New +$3.26M 2.84% 13

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JDM Financial Group's AAPL Position: Q1 2026 in Review

JDM Financial Group reduced its Apple (AAPL) stake by 0.04% in Q1 2026, selling an estimated $2.08K and leaving 19,310 shares worth $4.9M. The position accounts for 1.89% of the portfolio, ranked #12.

JDM Financial Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.25M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • JDM Financial Group held 19,310 shares of Apple worth $4.9M as of Q1 2026.
  • JDM Financial Group sold 8 Apple shares in Q1 2026, an estimated $2.08K.
  • Apple made up 1.89% of JDM Financial Group's portfolio in Q1 2026, its #12 holding.
  • JDM Financial Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • JDM Financial Group's Apple position peaked at $5.25M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.