JNBA Financial Advisors’s Apple AAPL Stock Holding History

JNBA Financial Advisors’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	$7.46M	Sell	29,394 -606	-2%	-$158K	0.62%	31
2025 Q4	$8.16M	Sell	30,000 -413	-1%	-$111K	0.71%	27
2025 Q3	$7.74M	Sell	30,413 -269	-0.9%	-$60.8K	0.7%	29
2025 Q2	$6.3M	Buy	30,682 +283	+0.9%	+$57.2K	0.61%	31
2025 Q1	$6.75M	Sell	30,399 -296	-1%	-$68.6K	0.7%	28
2024 Q4	$7.69M	Sell	30,695 -1,525	-5%	-$359K	0.78%	27
2024 Q3	$7.51M	Sell	32,220 -745	-2%	-$166K	0.76%	27
2024 Q2	$6.94M	Sell	32,965 -1,055	-3%	-$197K	0.73%	31
2024 Q1	$5.83M	Sell	34,020 -2,351	-6%	-$427K	0.61%	35
2023 Q4	$7M	Sell	36,371 -762	-2%	-$141K	0.8%	35
2023 Q3	$6.36M	Buy	37,133 +78	+0.2%	+$14.3K	0.79%	32
2023 Q2	$7.19M	Buy	37,055 +1,091	+3%	+$190K	0.86%	32
2023 Q1	$5.93M	Buy	35,964 +837	+2%	+$124K	0.77%	33
2022 Q4	$4.56M	Sell	35,127 -3,306	-9%	-$472K	0.63%	40
2022 Q3	$5.31M	Sell	38,433 -745	-2%	-$117K	0.82%	35
2022 Q2	$5.36M	Sell	39,178 -289	-0.7%	-$43.8K	0.81%	35
2022 Q1	$6.89M	Sell	39,467 -2,535	-6%	-$426K	0.91%	32
2021 Q4	$7.46M	Sell	42,002 -526	-1%	-$83.1K	0.91%	32
2021 Q3	$6.02M	Sell	42,528 -1,061	-2%	-$156K	0.81%	35
2021 Q2	$5.97M	Buy	43,589 +885	+2%	+$115K	0.81%	37
2021 Q1	$5.22M	Buy	42,704 +1,425	+3%	+$183K	0.76%	35
2020 Q4	$5.48M	Buy	41,279 +315	+0.8%	+$37.9K	0.9%	33
2020 Q3	$4.74M	Buy	40,964 +6,268	+18%	+$684K	0.96%	29
2020 Q2	$3.16M	Sell	34,696 -1,728	-5%	-$134K	0.68%	36
2020 Q1	$2.32M	Sell	36,424 -1,516	-4%	-$111K	0.56%	41
2019 Q4	$2.79M	Buy	37,940 +3,256	+9%	+$209K	0.53%	40
2019 Q3	$1.94M	Sell	34,684 -9,032	-21%	-$472K	0.4%	44
2019 Q2	$2.16M	Buy	43,716 +4,624	+12%	+$225K	0.44%	41
2019 Q1	$1.86M	Buy	39,092 +8,384	+27%	+$356K	0.4%	39
2018 Q4	$1.21M	Sell	30,708 -99,704	-76%	-$4.83M	0.27%	46
2018 Q3	$7.36M	Buy	130,412 +94,764	+266%	+$4.93M	3.3%	2
2018 Q2	$1.65M	Buy	35,648 +4	+0%	+$181	0.35%	38
2018 Q1	$1.5M	Buy	35,644 +2,968	+9%	+$128K	0.32%	39
2017 Q4	$1.38M	Sell	32,676 -556	-2%	-$23.2K	0.29%	42
2017 Q3	$1.28M	Buy	33,232 +560	+2%	+$21.7K	0.29%	40
2017 Q2	$1.18M	Sell	32,672 -200	-0.6%	-$7.39K	0.27%	41
2017 Q1	$1.18M	Buy	32,872 +172	+0.5%	+$5.66K	0.28%	41
2016 Q4	$947K	Sell	32,700 -125,200	-79%	-$3.55M	0.23%	47
2016 Q3	$4.46M	Buy	157,900 +128,516	+437%	+$3.4M	0.65%	19
2016 Q2	$702K	Sell	29,384 -1,760	-6%	-$43.7K	0.2%	52
2016 Q1	$849K	Buy	31,144 +360	+1%	+$8.97K	0.31%	40
2015 Q4	$810K	Sell	30,784 -620	-2%	-$17.7K	0.31%	41
2015 Q3	$866K	Sell	31,404 -2,600	-8%	-$76.2K	0.37%	34
2015 Q2	$1.07M	Sell	34,004 -700	-2%	-$22.4K	0.4%	30
2015 Q1	$1.08M	Sell	34,704 -3,320	-9%	-$100K	0.42%	30
2014 Q4	$1.05M	Sell	38,024 -540	-1%	-$14.7K	0.42%	31
2014 Q3	$971K	Sell	38,564 -384	-1%	-$9.42K	0.44%	32
2014 Q2	$905K	Sell	38,948 -3,528	-8%	-$75.1K	0.44%	36
2014 Q1	$814K	Sell	42,476 -4,396	-9%	-$83.6K	0.43%	35
2013 Q4	$939K	Sell	46,872 -2,100	-4%	-$39.7K	0.51%	30
2013 Q3	$834K	Sell	48,972 -1,120	-2%	-$18.6K	0.52%	33
2013 Q2	$709K	Buy	+50,092	New	+$771K	0.49%	35

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JNBA Financial Advisors's AAPL Position: Q1 2026 in Review

JNBA Financial Advisors reduced its Apple (AAPL) stake by 2% in Q1 2026, selling an estimated $158K and leaving 29,394 shares worth $7.46M. The position accounts for 0.62% of the portfolio, ranked #31.

JNBA Financial Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.16M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

JNBA Financial Advisors held 29,394 shares of Apple worth $7.46M as of Q1 2026.
JNBA Financial Advisors sold 606 Apple shares in Q1 2026, an estimated $158K.
Apple made up 0.62% of JNBA Financial Advisors's portfolio in Q1 2026, its #31 holding.
JNBA Financial Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
JNBA Financial Advisors's Apple position peaked at $8.16M in Q4 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.