Jim Saulnier & Associates’s Apple AAPL Stock Holding History

Jim Saulnier & Associates’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	$1.67M	Sell	5,767 -232	-4%	-$66.4K	0.67%	31
2026 Q1	$1.52M	Buy	5,999 +313	+6%	+$81.5K	0.74%	32
2025 Q4	$1.55M	Buy	5,686 +801	+16%	+$215K	0.8%	29
2025 Q3	$1.24M	Buy	4,885 +2	+0%	+$452	0.69%	34
2025 Q2	$1M	Buy	4,883 +1	+0%	+$202	0.68%	38
2025 Q1	$1.08M	Buy	4,882 +3,146	+181%	+$729K	0.84%	33
2024 Q4	$435K	Buy	1,736 +20	+1%	+$4.71K	0.38%	52
2024 Q3	$400K	Buy	+1,716	New	+$383K	0.39%	49

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jim Saulnier & Associates's AAPL Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its Apple (AAPL) stake by 3.9% in Q2 2026, selling an estimated $66.4K and leaving 5,767 shares worth $1.67M. The position accounts for 0.67% of the portfolio, ranked #31.

Jim Saulnier & Associates first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Jim Saulnier & Associates held 5,767 shares of Apple worth $1.67M as of Q2 2026.
Jim Saulnier & Associates sold 232 Apple shares in Q2 2026, an estimated $66.4K.
Apple made up 0.67% of Jim Saulnier & Associates's portfolio in Q2 2026, its #31 holding.
Jim Saulnier & Associates first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.