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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
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
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

Jim Saulnier & Associates's AAPL Position: Q1 2026 in Review

Jim Saulnier & Associates increased its Apple (AAPL) stake by 5.5% in Q1 2026, buying an estimated $81.5K and bringing the position to 5,999 shares worth $1.52M. The position accounts for 0.74% of the portfolio, ranked #32.

Jim Saulnier & Associates first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Jim Saulnier & Associates held 5,999 shares of Apple worth $1.52M as of Q1 2026.
  • Jim Saulnier & Associates bought 313 Apple shares in Q1 2026, an estimated $81.5K.
  • Apple made up 0.74% of Jim Saulnier & Associates's portfolio in Q1 2026, its #32 holding.
  • Jim Saulnier & Associates first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • Jim Saulnier & Associates's Apple position peaked at $1.55M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.