JFS Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.3M | Sell |
97,671
-1,554
| -2% | -$445K | 1.41% | 17 |
|
|
2026
Q1 | $25.2M | Sell |
99,225
-781
| -0.8% | -$203K | 1.41% | 17 |
|
|
2025
Q4 | $27.2M | Sell |
100,006
-14,820
| -13% | -$3.98M | 1.53% | 16 |
|
|
2025
Q3 | $29.2M | Sell |
114,826
-397
| -0.3% | -$89.7K | 1.71% | 15 |
|
|
2025
Q2 | $23.6M | Sell |
115,223
-6,598
| -5% | -$1.33M | 1.5% | 17 |
|
|
2025
Q1 | $27.1M | Sell |
121,821
-15,393
| -11% | -$3.57M | 1.83% | 14 |
|
|
2024
Q4 | $34.4M | Sell |
137,214
-2,835
| -2% | -$668K | 2.35% | 13 |
|
|
2024
Q3 | $32.6M | Buy |
140,049
+12,637
| +10% | +$2.82M | 2.18% | 13 |
|
|
2024
Q2 | $26.8M | Sell |
127,412
-2,063
| -2% | -$385K | 2.12% | 14 |
|
|
2024
Q1 | $22.2M | Sell |
129,475
-3,686
| -3% | -$670K | 1.76% | 15 |
|
|
2023
Q4 | $25.6M | Sell |
133,161
-9,899
| -7% | -$1.83M | 2.18% | 13 |
|
|
2023
Q3 | $24.5M | Buy |
143,060
+9,882
| +7% | +$1.81M | 2.31% | 12 |
|
|
2023
Q2 | $25.8M | Sell |
133,178
-1,936
| -1% | -$337K | 2.32% | 12 |
|
|
2023
Q1 | $22.3M | Sell |
135,114
-2,168
| -2% | -$320K | 2.1% | 12 |
|
|
2022
Q4 | $17.8M | Sell |
137,282
-8,997
| -6% | -$1.29M | 1.75% | 12 |
|
|
2022
Q3 | $20.2M | Buy |
146,279
+5,811
| +4% | +$912K | 2.22% | 11 |
|
|
2022
Q2 | $19.2M | Sell |
140,468
-1,112
| -0.8% | -$168K | 2.03% | 12 |
|
|
2022
Q1 | $24.7M | Buy |
141,580
+1,750
| +1% | +$294K | 2.33% | 10 |
|
|
2021
Q4 | $24.8M | Buy |
139,830
+7,089
| +5% | +$1.12M | 2.34% | 9 |
|
|
2021
Q3 | $18.8M | Buy |
132,741
+76,989
| +138% | +$11.3M | 1.93% | 10 |
|
|
2021
Q2 | $7.64M | Sell |
55,752
-13,454
| -19% | -$1.74M | 1.14% | 22 |
|
|
2021
Q1 | $8.45M | Sell |
69,206
-4,460
| -6% | -$572K | 1.72% | 13 |
|
|
2020
Q4 | $9.78M | Buy |
73,666
+270
| +0.4% | +$32.5K | 2.05% | 11 |
|
|
2020
Q3 | $8.5M | Sell |
73,396
-1,796
| -2% | -$196K | 2.02% | 14 |
|
|
2020
Q2 | $6.86M | Buy |
75,192
+560
| +0.8% | +$43.4K | 1.78% | 13 |
|
|
2020
Q1 | $4.75M | Sell |
74,632
-9,352
| -11% | -$688K | 1.42% | 17 |
|
|
2019
Q4 | $6.17M | Sell |
83,984
-1,748
| -2% | -$112K | 1.52% | 15 |
|
|
2019
Q3 | $4.8M | Sell |
85,732
-3,652
| -4% | -$191K | 1.22% | 22 |
|
|
2019
Q2 | $4.42M | Sell |
89,384
-2,704
| -3% | -$132K | 1.12% | 22 |
|
|
2019
Q1 | $4.37M | Sell |
92,088
-24
| -0% | -$1.02K | 1.14% | 22 |
|
|
2018
Q4 | $3.63M | Sell |
92,112
-2,324
| -2% | -$113K | 0.97% | 27 |
|
|
2018
Q3 | $5.33M | Sell |
94,436
-11,052
| -10% | -$576K | 1.37% | 17 |
|
|
2018
Q2 | $4.88M | Sell |
105,488
-5,096
| -5% | -$231K | 1.29% | 20 |
|
|
2018
Q1 | $4.64M | Sell |
110,584
-13,364
| -11% | -$575K | 1.22% | 20 |
|
|
2017
Q4 | $5.24M | Sell |
123,948
-10,984
| -8% | -$459K | 1.28% | 20 |
|
|
2017
Q3 | $5.2M | Buy |
134,932
+14,176
| +12% | +$550K | 1.34% | 19 |
|
|
2017
Q2 | $4.35M | Sell |
120,756
-2,328
| -2% | -$86.1K | 1.19% | 21 |
|
|
2017
Q1 | $3.56M | Hold |
123,084
| – | – | 0.97% | 31 |
|
|
2016
Q4 | $3.56M | Sell |
123,084
-9,652
| -7% | -$274K | 0.97% | 31 |
|
|
2016
Q3 | $3.75M | Sell |
132,736
-21,436
| -14% | -$567K | 1.07% | 25 |
|
|
2016
Q2 | $3.69M | Buy |
154,172
+8,180
| +6% | +$203K | 1.02% | 25 |
|
|
2016
Q1 | $3.98M | Sell |
145,992
-264
| -0.2% | -$6.58K | 1.17% | 21 |
|
|
2015
Q4 | $3.85M | Sell |
146,256
-2,380
| -2% | -$68K | 1.11% | 23 |
|
|
2015
Q3 | $4.1M | Buy |
+148,636
| New | +$4.36M | 1.8% | 13 |
|
|
2014
Q2 | – | Sell |
-105,196
| Closed | -$2.02M | – | 470 |
|
|
2014
Q1 | $2.02M | Buy |
105,196
+8,708
| +9% | +$166K | 1.12% | 22 |
|
|
2013
Q4 | $1.93M | Sell |
96,488
-15,288
| -14% | -$289K | 0.84% | 27 |
|
|
2013
Q3 | $1.9M | Sell |
111,776
-20,440
| -15% | -$339K | 0.89% | 26 |
|
|
2013
Q2 | $1.87M | Buy |
+132,216
| New | +$2.03M | 0.94% | 26 |
|
Other funds holding AAPL
JFS Wealth Advisors's AAPL Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $445K and leaving 97,671 shares worth $28.3M. The position accounts for 1.41% of the portfolio, ranked #17.
JFS Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 48 quarters since. The position peaked at $34.4M in Q4 2024. 2,813 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- JFS Wealth Advisors held 97,671 shares of Apple worth $28.3M as of Q2 2026.
- JFS Wealth Advisors sold 1,554 Apple shares in Q2 2026, an estimated $445K.
- Apple made up 1.41% of JFS Wealth Advisors's portfolio in Q2 2026, its #17 holding.
- JFS Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 48 quarters since.
- JFS Wealth Advisors's Apple position peaked at $34.4M in Q4 2024.
- 2,813 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.