Jeppson Wealth Management
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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
Q3 		$31.5M Sell
94,578
-391
-0.4% -$126K 8.99% 1
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Jeppson Wealth Management's AAPL Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Apple (AAPL) stake by 0.41% in Q3 2026, selling an estimated $126K and leaving 94,578 shares worth $31.5M. The position accounts for 8.99% of the portfolio, ranked #1.

Jeppson Wealth Management first reported a position in AAPL in Q3 2020 and has held it in 25 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Jeppson Wealth Management held 94,578 shares of Apple worth $31.5M as of Q3 2026.
  • Jeppson Wealth Management sold 391 Apple shares in Q3 2026, an estimated $126K.
  • Apple made up 8.99% of Jeppson Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Jeppson Wealth Management first reported a position in Apple in Q3 2020 and has held it in 25 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.