JWM
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
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

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

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

Jessup Wealth Management increased its Apple (AAPL) stake by 0.14% in Q2 2026, buying an estimated $34.3K and bringing the position to 88,825 shares worth $25.7M. The position accounts for 7.67% of the portfolio, ranked #3.

Jessup Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.8M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Jessup Wealth Management held 88,825 shares of Apple worth $25.7M as of Q2 2026.
  • Jessup Wealth Management bought 120 Apple shares in Q2 2026, an estimated $34.3K.
  • Apple made up 7.67% of Jessup Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Jessup Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Jessup Wealth Management's Apple position peaked at $25.8M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.