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Jeppson Wealth Management’s Apple AAPL Stock Holding History

Jeppson 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
Q1 		$24.4M Sell
96,329
-262
-0.3% -$68.2K 7.66% 1
2025
Q4 		$26.3M Sell
96,591
-718
-0.7% -$193K 8.31% 1
2025
Q3 		$24.8M Sell
97,309
-849
-0.9% -$192K 7.9% 1
2025
Q2 		$20.1M Sell
98,158
-650
-0.7% -$131K 6.97% 1
2025
Q1 		$21.9M Sell
98,808
-480
-0.5% -$111K 8.03% 1
2024
Q4 		$24.9M Sell
99,288
-593
-0.6% -$140K 9.02% 1
2024
Q3 		$23.3M Sell
99,881
-404
-0.4% -$90.2K 8.34% 1
2024
Q2 		$21.1M Sell
100,285
-316
-0.3% -$58.9K 8.06% 1
2024
Q1 		$17.3M Sell
100,601
-744
-0.7% -$135K 6.69% 2
2023
Q4 		$19.5M Sell
101,345
-631
-0.6% -$117K 8.08% 1
2023
Q3 		$17.5M Sell
101,976
-3,274
-3% -$600K 8% 2
2023
Q2 		$20.4M Sell
105,250
-2,455
-2% -$428K 8.88% 2
2023
Q1 		$17.8M Sell
107,705
-3,027
-3% -$447K 7.73% 2
2022
Q4 		$14.4M Buy
110,732
+259
+0.2% +$37K 6.05% 2
2022
Q3 		$15.3M Sell
110,473
-624
-0.6% -$97.9K 6.92% 3
2022
Q2 		$15.2M Buy
111,097
+11,021
+11% +$1.67M 6.53% 3
2022
Q1 		$17.5M Sell
100,076
-154
-0.2% -$25.9K 8.15% 2
2021
Q4 		$17.8M Sell
100,230
-1,658
-2% -$262K 8.59% 2
2021
Q3 		$14.4M Sell
101,888
-136
-0.1% -$20K 7.51% 2
2021
Q2 		$14M Sell
102,024
-1,016
-1% -$132K 7.62% 2
2021
Q1 		$12.6M Sell
103,040
-846
-0.8% -$109K 7.48% 2
2020
Q4 		$13.8M Sell
103,886
-1,209
-1% -$145K 9.17% 2
2020
Q3 		$12.2M Buy
+105,095
New +$11.5M 9.54% 1

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

Jeppson Wealth Management's AAPL Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Apple (AAPL) stake by 0.27% in Q1 2026, selling an estimated $68.2K and leaving 96,329 shares worth $24.4M. The position accounts for 7.66% of the portfolio, ranked #1.

Jeppson Wealth Management first reported a position in AAPL in Q3 2020 and has held it in 23 quarters since. The position peaked at $26.3M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Jeppson Wealth Management held 96,329 shares of Apple worth $24.4M as of Q1 2026.
  • Jeppson Wealth Management sold 262 Apple shares in Q1 2026, an estimated $68.2K.
  • Apple made up 7.66% of Jeppson Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Jeppson Wealth Management first reported a position in Apple in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Apple position peaked at $26.3M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.