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
Q2 		$5.57M Sell
19,263
-47
-0.2% -$13.4K 1.9% 15
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

JDM Financial Group's AAPL Position: Q2 2026 in Review

JDM Financial Group reduced its Apple (AAPL) stake by 0.24% in Q2 2026, selling an estimated $13.4K and leaving 19,263 shares worth $5.57M. The position accounts for 1.9% of the portfolio, ranked #15.

JDM Financial Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • JDM Financial Group held 19,263 shares of Apple worth $5.57M as of Q2 2026.
  • JDM Financial Group sold 47 Apple shares in Q2 2026, an estimated $13.4K.
  • Apple made up 1.9% of JDM Financial Group's portfolio in Q2 2026, its #15 holding.
  • JDM Financial Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.