Joel Adams & Associates’s Apple AAPL Stock Holding History

Joel Adams & 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 Q2	$1.55M	Hold	5,349	–	–	0.99%	21
2026 Q1	$1.36M	Hold	5,349	–	–	1.01%	21
2025 Q4	$1.45M	Hold	5,349	–	–	1.09%	18
2025 Q3	$1.36M	Hold	5,349	–	–	1.1%	18
2025 Q2	$1.1M	Hold	5,349	–	–	0.97%	19
2025 Q1	$1.19M	Sell	5,349 -214	-4%	-$49.6K	1.07%	19
2024 Q4	$1.39M	Buy	+5,563	New	+$1.31M	1.27%	16

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Joel Adams & Associates's AAPL Position: Q2 2026 in Review

Joel Adams & Associates held its Apple (AAPL) position steady in Q2 2026 at 5,349 shares worth $1.55M. The position accounts for 0.99% of the portfolio, ranked #21.

Joel Adams & Associates first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Joel Adams & Associates held 5,349 shares of Apple worth $1.55M as of Q2 2026.
Joel Adams & Associates left its Apple share count unchanged in Q2 2026.
Apple made up 0.99% of Joel Adams & Associates's portfolio in Q2 2026, its #21 holding.
Joel Adams & Associates first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.