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Jentner Corp’s Apple AAPL Stock Holding History

Jentner Corp’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 		$1.11M Sell
5,390
-66
-1% -$13.3K 0.3% 21
2025
Q1 		$1.21M Buy
5,456
+2
+0% +$463 0.36% 18
2024
Q4 		$1.37M Buy
5,454
+1
+0% +$236 0.4% 16
2024
Q3 		$1.27M Buy
5,453
+299
+6% +$66.8K 0.39% 18
2024
Q2 		$1.09M Buy
5,154
+22
+0.4% +$4.1K 0.36% 17
2024
Q1 		$880K Buy
5,132
+11
+0.2% +$2K 0.31% 25
2023
Q4 		$986K Buy
5,121
+2
+0% +$369 0.38% 19
2023
Q3 		$876K Buy
5,119
+2
+0% +$367 0.54% 17
2023
Q2 		$993K Buy
5,117
+202
+4% +$35.2K 0.62% 17
2023
Q1 		$810K Sell
4,915
-176
-3% -$26K 0.55% 20
2022
Q4 		$661K Sell
5,091
-78
-2% -$11.1K 0.49% 24
2022
Q3 		$714K Buy
5,169
+2
+0% +$314 0.57% 16
2022
Q2 		$706K Buy
5,167
+2
+0% +$303 0.54% 19
2022
Q1 		$902K Sell
5,165
-177
-3% -$29.8K 0.65% 9
2021
Q4 		$949K Sell
5,342
-78
-1% -$12.3K 0.62% 12
2021
Q3 		$767K Sell
5,420
-88
-2% -$13K 0.52% 15
2021
Q2 		$754K Buy
5,508
+162
+3% +$21K 0.53% 14
2021
Q1 		$653K Sell
5,346
-271
-5% -$34.8K 0.51% 15
2020
Q4 		$745K Sell
5,617
-282
-5% -$33.9K 0.73% 10
2020
Q3 		$683K Buy
5,899
+3
+0.1% +$327 0.74% 9
2020
Q2 		$538K Buy
5,896
+4
+0.1% +$310 0.61% 12
2020
Q1 		$375K Sell
5,892
-500
-8% -$36.8K 0.49% 16
2019
Q4 		$469K Sell
6,392
-1,992
-24% -$128K 0.49% 19
2019
Q3 		$470K Buy
8,384
+2,000
+31% +$105K 0.38% 17
2019
Q2 		$316K Buy
6,384
+4
+0.1% +$195 0.26% 25
2019
Q1 		$303K Sell
6,380
-344
-5% -$14.6K 0.25% 24
2018
Q4 		$265K Buy
6,724
+408
+6% +$19.8K 0.24% 24
2018
Q3 		$356K Buy
6,316
+1,824
+41% +$95K 0.3% 22
2018
Q2 		$208K Buy
+4,492
New +$204K 0.17% 27

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jentner Corp's AAPL Position: Q2 2025 in Review

Jentner Corp reduced its Apple (AAPL) stake by 1.2% in Q2 2025, selling an estimated $13.3K and leaving 5,390 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #21.

Jentner Corp first reported a position in AAPL in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.37M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Jentner Corp held 5,390 shares of Apple worth $1.11M as of Q2 2025.
  • Jentner Corp sold 66 Apple shares in Q2 2025, an estimated $13.3K.
  • Apple made up 0.3% of Jentner Corp's portfolio in Q2 2025, its #21 holding.
  • Jentner Corp first reported a position in Apple in Q2 2018 and has held it in 29 quarters since.
  • Jentner Corp's Apple position peaked at $1.37M in Q4 2024.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.