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JFG Wealth Management’s Apple AAPL Stock Holding History

JFG 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
2025
Q3 		$1.97M Buy
7,746
+860
+12% +$194K 0.39% 19
2025
Q2 		$1.41M Sell
6,886
-8,164
-54% -$1.65M 0.3% 24
2025
Q1 		$3.34M Sell
15,050
-6,054
-29% -$1.4M 0.76% 12
2024
Q4 		$5.28M Buy
21,104
+8,152
+63% +$1.92M 1.21% 9
2024
Q3 		$3.02M Buy
12,952
+9,296
+254% +$2.08M 0.83% 13
2024
Q2 		$770K Sell
3,656
-578
-14% -$108K 0.22% 21
2024
Q1 		$726K Sell
4,234
-1,781
-30% -$324K 0.19% 24
2023
Q4 		$1.16M Buy
6,015
+3,511
+140% +$648K 0.33% 21
2023
Q3 		$429K Hold
2,504
– – 0.14% 21
2023
Q2 		$486K Buy
2,504
+374
+18% +$65.2K 0.15% 21
2023
Q1 		$351K Sell
2,130
-174
-8% -$25.7K 0.12% 20
2022
Q4 		$299K Hold
2,304
– – 0.1% 24
2022
Q3 		$318K Hold
2,304
– – 0.11% 33
2022
Q2 		$315K Buy
+2,304
New +$349K 0.12% 25
2022
Q1 		– Sell
-4,384
Closed -$778K – 41
2021
Q4 		$778K Sell
4,384
-6,029
-58% -$953K 0.29% 14
2021
Q3 		$1.47M Buy
10,413
+423
+4% +$62.3K 0.7% 12
2021
Q2 		$1.37M Buy
9,990
+4,134
+71% +$536K 0.6% 11
2021
Q1 		$715K Sell
5,856
-112
-2% -$14.4K 0.4% 15
2020
Q4 		$791K Buy
5,968
+192
+3% +$23.1K 0.43% 20
2020
Q3 		$669K Hold
5,776
– – 0.47% 19
2020
Q2 		$527K Sell
5,776
-120
-2% -$9.3K 0.5% 12
2020
Q1 		$375K Buy
5,896
+120
+2% +$8.82K 0.61% 9
2019
Q4 		$424K Sell
5,776
-4,864
-46% -$313K 0.39% 10
2019
Q3 		$596K Hold
10,640
– – 0.54% 9
2019
Q2 		$551K Buy
10,640
+4,620
+77% +$225K 0.45% 9
2019
Q1 		$286K Sell
6,020
-4,484
-43% -$190K 0.24% 11
2018
Q4 		$414K Buy
+10,504
New +$509K 0.37% 20

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JFG Wealth Management's AAPL Position: Q3 2025 in Review

JFG Wealth Management increased its Apple (AAPL) stake by 12% in Q3 2025, buying an estimated $194K and bringing the position to 7,746 shares worth $1.97M. The position accounts for 0.39% of the portfolio, ranked #19.

JFG Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.28M in Q4 2024. 5,595 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • JFG Wealth Management held 7,746 shares of Apple worth $1.97M as of Q3 2025.
  • JFG Wealth Management bought 860 Apple shares in Q3 2025, an estimated $194K.
  • Apple made up 0.39% of JFG Wealth Management's portfolio in Q3 2025, its #19 holding.
  • JFG Wealth Management first reported a position in Apple in Q4 2018 and has held it in 27 quarters since.
  • JFG Wealth Management's Apple position peaked at $5.28M in Q4 2024.
  • 5,595 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.