JMN Financial’s Apple AAPL Stock Holding History

JMN Financial’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	$5.35M	Buy	18,502 +696	+4%	+$199K	4.16%	2
2026 Q1	$4.52M	Buy	17,806 +1,151	+7%	+$300K	4.44%	2
2025 Q4	$4.53M	Buy	+16,655	New	+$4.47M	4.51%	1

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JMN Financial's AAPL Position: Q2 2026 in Review

JMN Financial increased its Apple (AAPL) stake by 3.9% in Q2 2026, buying an estimated $199K and bringing the position to 18,502 shares worth $5.35M. The position accounts for 4.16% of the portfolio, ranked #2.

JMN Financial first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

JMN Financial held 18,502 shares of Apple worth $5.35M as of Q2 2026.
JMN Financial bought 696 Apple shares in Q2 2026, an estimated $199K.
Apple made up 4.16% of JMN Financial's portfolio in Q2 2026, its #2 holding.
JMN Financial first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.