JMG Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $2.57M | Sell |
7,711
-990
| -11% | -$318K | 0.06% | 53 |
|
|
2026
Q2 | $2.52M | Buy |
8,701
+3,599
| +71% | +$1.03M | 0.06% | 52 |
|
|
2026
Q1 | $1.29M | Buy |
5,102
+35
| +0.7% | +$9.11K | 0.04% | 71 |
|
|
2025
Q4 | $1.38M | Buy |
5,067
+1
| +0% | +$268 | 0.04% | 67 |
|
|
2025
Q3 | $1.29M | Sell |
5,066
-4
| -0.1% | -$904 | 0.04% | 67 |
|
|
2025
Q2 | $1.04M | Sell |
5,070
-260
| -5% | -$52.5K | 0.03% | 69 |
|
|
2025
Q1 | $1.18M | Buy |
5,330
+129
| +2% | +$29.9K | 0.04% | 63 |
|
|
2024
Q4 | $1.3M | Sell |
5,201
-248
| -5% | -$58.4K | 0.04% | 63 |
|
|
2024
Q3 | $1.27M | Buy |
5,449
+1
| +0% | +$223 | 0.04% | 63 |
|
|
2024
Q2 | $1.15M | Buy |
5,448
+43
| +0.8% | +$8.02K | 0.04% | 63 |
|
|
2024
Q1 | $927K | Sell |
5,405
-245
| -4% | -$44.5K | 0.04% | 70 |
|
|
2023
Q4 | $1.09M | Buy |
5,650
+920
| +19% | +$170K | 0.05% | 65 |
|
|
2023
Q3 | $810K | Hold |
4,730
| – | – | 0.04% | 69 |
|
|
2023
Q2 | $917K | Hold |
4,730
| – | – | 0.04% | 66 |
|
|
2023
Q1 | $780K | Hold |
4,730
| – | – | 0.04% | 69 |
|
|
2022
Q4 | $615K | Hold |
4,730
| – | – | 0.03% | 67 |
|
|
2022
Q3 | $654K | Buy |
4,730
+200
| +4% | +$31.4K | 0.04% | 59 |
|
|
2022
Q2 | $619K | Buy |
4,530
+3,124
| +222% | +$473K | 0.04% | 64 |
|
|
2022
Q1 | $246K | Sell |
1,406
-1,406
| -50% | -$236K | 0.01% | 79 |
|
|
2021
Q4 | $499K | Sell |
2,812
-400
| -12% | -$63.2K | 0.03% | 60 |
|
|
2021
Q3 | $454K | Buy |
3,212
+80
| +3% | +$11.8K | 0.03% | 60 |
|
|
2021
Q2 | $429K | Sell |
3,132
-1,105
| -26% | -$143K | 0.02% | 63 |
|
|
2021
Q1 | $518K | Sell |
4,237
-864
| -17% | -$111K | 0.03% | 54 |
|
|
2020
Q4 | $677K | Sell |
5,101
-1,179
| -19% | -$142K | 0.05% | 52 |
|
|
2020
Q3 | $727K | Buy |
6,280
+288
| +5% | +$31.4K | 0.06% | 50 |
|
|
2020
Q2 | $546K | Sell |
5,992
-2,424
| -29% | -$188K | 0.05% | 52 |
|
|
2020
Q1 | $535K | Buy |
8,416
+3,300
| +65% | +$243K | 0.06% | 50 |
|
|
2019
Q4 | $376K | Buy |
5,116
+64
| +1% | +$4.12K | 0.04% | 60 |
|
|
2019
Q3 | $283K | Hold |
5,052
| – | – | 0.03% | 61 |
|
|
2019
Q2 | $250K | Hold |
5,052
| – | – | 0.03% | 66 |
|
|
2019
Q1 | $240K | Sell |
5,052
-1,656
| -25% | -$70.2K | 0.03% | 66 |
|
|
2018
Q4 | $265K | Sell |
6,708
-360
| -5% | -$17.5K | 0.03% | 61 |
|
|
2018
Q3 | $399K | Buy |
7,068
+1,920
| +37% | +$100K | 0.04% | 53 |
|
|
2018
Q2 | $238K | Buy |
+5,148
| New | +$233K | 0.03% | 60 |
|
Other funds holding AAPL
JMG Financial Group's AAPL Position: Q3 2026 in Review
JMG Financial Group reduced its Apple (AAPL) stake by 11% in Q3 2026, selling an estimated $318K and leaving 7,711 shares worth $2.57M. The position accounts for 0.06% of the portfolio, ranked #53.
JMG Financial Group first reported a position in AAPL in Q2 2018 and has held it in 34 quarters since. 4,938 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.
- JMG Financial Group held 7,711 shares of Apple worth $2.57M as of Q3 2026.
- JMG Financial Group sold 990 Apple shares in Q3 2026, an estimated $318K.
- Apple made up 0.06% of JMG Financial Group's portfolio in Q3 2026, its #53 holding.
- JMG Financial Group first reported a position in Apple in Q2 2018 and has held it in 34 quarters since.
- 4,938 funds tracked by Wall St. Rank held Apple as of Q3 2026.
Based on JMG Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.