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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
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

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

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

Jessup Wealth Management reduced its Apple (AAPL) stake by 6.7% in Q1 2026, selling an estimated $1.66M and leaving 88,705 shares worth $22.5M. The position accounts for 8.22% of the portfolio, ranked #3.

Jessup Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.8M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Jessup Wealth Management held 88,705 shares of Apple worth $22.5M as of Q1 2026.
  • Jessup Wealth Management sold 6,371 Apple shares in Q1 2026, an estimated $1.66M.
  • Apple made up 8.22% of Jessup Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Jessup Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Jessup Wealth Management's Apple position peaked at $25.8M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.