JLB & Associates’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 | $35.7M | Sell |
123,528
-16,031
| -11% | -$4.59M | 4.78% | 4 |
|
|
2026
Q1 | $35.4M | Sell |
139,559
-5,005
| -3% | -$1.3M | 5.09% | 2 |
|
|
2025
Q4 | $39.3M | Sell |
144,564
-2,245
| -2% | -$603K | 5.3% | 2 |
|
|
2025
Q3 | $37.4M | Sell |
146,809
-561
| -0.4% | -$127K | 4.92% | 3 |
|
|
2025
Q2 | $30.2M | Sell |
147,370
-17,458
| -11% | -$3.53M | 4.22% | 5 |
|
|
2025
Q1 | $36.6M | Sell |
164,828
-3,425
| -2% | -$793K | 5.11% | 1 |
|
|
2024
Q4 | $42.1M | Sell |
168,253
-4,429
| -3% | -$1.04M | 5.72% | 1 |
|
|
2024
Q3 | $40.2M | Sell |
172,682
-4,001
| -2% | -$893K | 5.18% | 1 |
|
|
2024
Q2 | $37.2M | Sell |
176,683
-2,231
| -1% | -$416K | 5.02% | 1 |
|
|
2024
Q1 | $30.7M | Sell |
178,914
-4,138
| -2% | -$752K | 4.08% | 2 |
|
|
2023
Q4 | $35.2M | Sell |
183,052
-3,655
| -2% | -$675K | 5.07% | 1 |
|
|
2023
Q3 | $32M | Sell |
186,707
-12,355
| -6% | -$2.27M | 5.01% | 1 |
|
|
2023
Q2 | $38.6M | Sell |
199,062
-3,987
| -2% | -$695K | 5.5% | 1 |
|
|
2023
Q1 | $33.5M | Buy |
203,049
+2,910
| +1% | +$429K | 5.04% | 1 |
|
|
2022
Q4 | $26M | Sell |
200,139
-6,148
| -3% | -$879K | 4.14% | 1 |
|
|
2022
Q3 | $28.5M | Sell |
206,287
-1,430
| -0.7% | -$224K | 5.06% | 1 |
|
|
2022
Q2 | $28.4M | Sell |
207,717
-5,556
| -3% | -$841K | 4.84% | 1 |
|
|
2022
Q1 | $37.2M | Sell |
213,273
-9,528
| -4% | -$1.6M | 5.57% | 1 |
|
|
2021
Q4 | $39.6M | Sell |
222,801
-9,480
| -4% | -$1.5M | 5.61% | 1 |
|
|
2021
Q3 | $32.9M | Buy |
232,281
+5,376
| +2% | +$791K | 5.22% | 1 |
|
|
2021
Q2 | $31.1M | Sell |
226,905
-5,509
| -2% | -$714K | 4.84% | 1 |
|
|
2021
Q1 | $28.4M | Sell |
232,414
-27,909
| -11% | -$3.58M | 4.67% | 2 |
|
|
2020
Q4 | $34.5M | Sell |
260,323
-7,113
| -3% | -$856K | 5.73% | 1 |
|
|
2020
Q3 | $31M | Sell |
267,436
-39,048
| -13% | -$4.26M | 5.69% | 1 |
|
|
2020
Q2 | $28M | Sell |
306,484
-14,280
| -4% | -$1.11M | 5.58% | 1 |
|
|
2020
Q1 | $20.4M | Buy |
320,764
+4,468
| +1% | +$329K | 4.84% | 2 |
|
|
2019
Q4 | $23.2M | Sell |
316,296
-1,320
| -0.4% | -$84.9K | 4.27% | 3 |
|
|
2019
Q3 | $17.8M | Sell |
317,616
-1,808
| -0.6% | -$94.5K | 3.52% | 4 |
|
|
2019
Q2 | $15.8M | Buy |
319,424
+7,360
| +2% | +$359K | 3.2% | 5 |
|
|
2019
Q1 | $14.8M | Buy |
312,064
+3,528
| +1% | +$150K | 3.13% | 5 |
|
|
2018
Q4 | $12.2M | Sell |
308,536
-2,488
| -0.8% | -$121K | 2.97% | 7 |
|
|
2018
Q3 | $17.6M | Sell |
311,024
-51,164
| -14% | -$2.66M | 3.76% | 3 |
|
|
2018
Q2 | $16.8M | Sell |
362,188
-5,824
| -2% | -$264K | 3.57% | 4 |
|
|
2018
Q1 | $15.4M | Sell |
368,012
-2,444
| -0.7% | -$105K | 3.32% | 5 |
|
|
2017
Q4 | $15.7M | Buy |
370,456
+35,980
| +11% | +$1.5M | 3.41% | 2 |
|
|
2017
Q3 | $12.9M | Sell |
334,476
-5,792
| -2% | -$225K | 3.15% | 5 |
|
|
2017
Q2 | $12.3M | Buy |
+340,268
| New | +$12.6M | 3.11% | 4 |
|
|
2016
Q4 | $11.1M | Buy |
382,416
+2,016
| +0.5% | +$57.2K | 2.99% | 4 |
|
|
2016
Q3 | $10.8M | Buy |
380,400
+23,440
| +7% | +$620K | 2.96% | 4 |
|
|
2016
Q2 | $8.53M | Sell |
356,960
-5,424
| -1% | -$135K | 2.42% | 16 |
|
|
2016
Q1 | $13M | Buy |
362,384
+23,164
| +7% | +$577K | 3.33% | 4 |
|
|
2015
Q4 | $8.93M | Buy |
339,220
+8,052
| +2% | +$230K | 2.76% | 8 |
|
|
2015
Q3 | $9.13M | Buy |
331,168
+1,104
| +0.3% | +$32.4K | 2.94% | 6 |
|
|
2015
Q2 | $10.3M | Buy |
330,064
+864
| +0.3% | +$27.6K | 3.21% | 4 |
|
|
2015
Q1 | $10.2M | Buy |
329,200
+9,272
| +3% | +$280K | 3.2% | 5 |
|
|
2014
Q4 | $8.83M | Sell |
319,928
-280
| -0.1% | -$7.62K | 2.93% | 6 |
|
|
2014
Q3 | $8.06M | Buy |
320,208
+1,340
| +0.4% | +$32.9K | 2.89% | 6 |
|
|
2014
Q2 | $7.41M | Buy |
318,868
+14,088
| +5% | +$300K | 2.69% | 11 |
|
|
2014
Q1 | $5.84M | Buy |
304,780
+15,176
| +5% | +$289K | 2.18% | 17 |
|
|
2013
Q4 | $5.8M | Sell |
289,604
-588
| -0.2% | -$11.1K | 2.21% | 17 |
|
|
2013
Q3 | $4.94M | Buy |
290,192
+12,544
| +5% | +$208K | 2.08% | 21 |
|
|
2013
Q2 | $3.93M | Buy |
+277,648
| New | +$4.27M | 1.79% | 28 |
|
Other funds holding AAPL
JLB & Associates's AAPL Position: Q2 2026 in Review
JLB & Associates reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $4.59M and leaving 123,528 shares worth $35.7M. The position accounts for 4.78% of the portfolio, ranked #4.
JLB & Associates first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.1M in Q4 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- JLB & Associates held 123,528 shares of Apple worth $35.7M as of Q2 2026.
- JLB & Associates sold 16,031 Apple shares in Q2 2026, an estimated $4.59M.
- Apple made up 4.78% of JLB & Associates's portfolio in Q2 2026, its #4 holding.
- JLB & Associates first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- JLB & Associates's Apple position peaked at $42.1M in Q4 2024.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on JLB & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.