Jessup Wealth Management
AAPL icon

Jessup Wealth Management’s Apple AAPL Stock Holding History

Jessup 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 		$164M Buy
492,952
+404,127
+455% +$130M 34.52% 1
2026
Q2 		$25.7M Buy
88,825
+120
+0.1% +$34.3K 7.67% 3
2026
Q1 		$22.5M Sell
88,705
-6,371
-7% -$1.66M 8.22% 3
2025
Q4 		$25.8M Buy
95,076
+2,488
+3% +$668K 8.55% 2
2025
Q3 		$23.6M Buy
92,588
+46
+0% +$10.4K 8.78% 2
2025
Q2 		$19M Sell
92,542
-3,185
-3% -$643K 7.62% 3
2025
Q1 		$21.3M Buy
95,727
+1,319
+1% +$306K 8.94% 2
2024
Q4 		$23.6M Buy
94,408
+1,006
+1% +$237K 10.08% 2
2024
Q3 		$21.8M Sell
93,402
-8,031
-8% -$1.79M 9.98% 2
2024
Q2 		$21.4M Sell
101,433
-3,531
-3% -$658K 9.11% 2
2024
Q1 		$18M Sell
104,964
-6,926
-6% -$1.26M 7.71% 2
2023
Q4 		$21.5M Sell
111,890
-164
-0.1% -$30.3K 10.76% 1
2023
Q3 		$19.2M Sell
112,054
-2,286
-2% -$419K 11.05% 1
2023
Q2 		$22.2M Sell
114,340
-30,651
-21% -$5.34M 11.87% 2
2023
Q1 		$23.9M Buy
144,991
+13,287
+10% +$1.96M 14.17% 1
2022
Q4 		$17.1M Buy
+131,704
New +$18.8M 10.86% 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

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

Jessup Wealth Management increased its Apple (AAPL) stake by 455% in Q3 2026, buying an estimated $130M and bringing the position to 492,952 shares worth $164M. The position accounts for 34.52% of the portfolio, ranked #1.

Jessup Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Jessup Wealth Management held 492,952 shares of Apple worth $164M as of Q3 2026.
  • Jessup Wealth Management bought 404,127 Apple shares in Q3 2026, an estimated $130M.
  • Apple made up 34.52% of Jessup Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Jessup Wealth Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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