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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
Q2 		$27.5M Sell
94,969
-1,360
-1% -$389K 8.1% 1
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 $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

Jeppson Wealth Management's AAPL Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $389K and leaving 94,969 shares worth $27.5M. The position accounts for 8.1% of the portfolio, ranked #1.

Jeppson Wealth Management first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Jeppson Wealth Management held 94,969 shares of Apple worth $27.5M as of Q2 2026.
  • Jeppson Wealth Management sold 1,360 Apple shares in Q2 2026, an estimated $389K.
  • Apple made up 8.1% of Jeppson Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Jeppson Wealth Management first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.