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Johnson Bixby & Associates’s Apple AAPL Stock Holding History

Johnson Bixby & 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 		$12.1M Buy
41,846
+3,141
+8% +$898K 1.35% 20
2026
Q1 		$9.82M Sell
38,705
-96
-0.2% -$25K 1.22% 21
2025
Q4 		$10.5M Sell
38,801
-440
-1% -$118K 1.31% 19
2025
Q3 		$9.99M Sell
39,241
-270
-0.7% -$61K 1.28% 15
2025
Q2 		$8.11M Buy
39,511
+130
+0.3% +$26.3K 1.11% 16
2025
Q1 		$8.75M Sell
39,381
-185
-0.5% -$42.9K 1.31% 16
2024
Q4 		$9.91M Sell
39,566
-619
-2% -$146K 1.51% 16
2024
Q3 		$9.36M Sell
40,185
-1,211
-3% -$270K 1.43% 18
2024
Q2 		$8.72M Sell
41,396
-1,054
-2% -$197K 1.46% 16
2024
Q1 		$7.28M Sell
42,450
-104
-0.2% -$18.9K 1.27% 18
2023
Q4 		$8.19M Sell
42,554
-153
-0.4% -$28.3K 1.55% 15
2023
Q3 		$7.31M Buy
42,707
+1,350
+3% +$248K 1.52% 18
2023
Q2 		$8.02M Sell
41,357
-490
-1% -$85.4K 1.66% 15
2023
Q1 		$6.9M Sell
41,847
-2,337
-5% -$345K 1.52% 16
2022
Q4 		$5.74M Sell
44,184
-108
-0.2% -$15.4K 1.34% 17
2022
Q3 		$6.12M Buy
44,292
+329
+0.7% +$51.6K 1.54% 15
2022
Q2 		$6.01M Sell
43,963
-98
-0.2% -$14.8K 1.47% 17
2022
Q1 		$7.69M Buy
44,061
+105
+0.2% +$17.7K 1.98% 14
2021
Q4 		$7.8M Buy
43,956
+321
+0.7% +$50.7K 2.07% 15
2021
Q3 		$6.17M Hold
43,635
– – 1.79% 15
2021
Q2 		$6.39M Sell
43,635
-181
-0.4% -$23.5K 1.85% 14
2021
Q1 		$5.35M Buy
43,816
+809
+2% +$104K 1.69% 15
2020
Q4 		$5.71M Buy
+43,007
New +$5.17M 1.89% 17

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Johnson Bixby & Associates's AAPL Position: Q2 2026 in Review

Johnson Bixby & Associates increased its Apple (AAPL) stake by 8.1% in Q2 2026, buying an estimated $898K and bringing the position to 41,846 shares worth $12.1M. The position accounts for 1.35% of the portfolio, ranked #20.

Johnson Bixby & Associates first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Johnson Bixby & Associates held 41,846 shares of Apple worth $12.1M as of Q2 2026.
  • Johnson Bixby & Associates bought 3,141 Apple shares in Q2 2026, an estimated $898K.
  • Apple made up 1.35% of Johnson Bixby & Associates's portfolio in Q2 2026, its #20 holding.
  • Johnson Bixby & Associates first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.