Johnson Financial Group Inc (Wisconsin)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.9M | Buy |
212,575
+370
| +0.2% | +$96.3K | 1.95% | 6 |
|
|
2025
Q4 | $57.7M | Sell |
212,205
-11,615
| -5% | -$3.12M | 2.16% | 7 |
|
|
2025
Q3 | $57M | Buy |
223,820
+15,062
| +7% | +$3.4M | 2.14% | 7 |
|
|
2025
Q2 | $42.8M | Buy |
208,758
+8,224
| +4% | +$1.66M | 1.93% | 8 |
|
|
2025
Q1 | $44.5M | Sell |
200,534
-3,924
| -2% | -$909K | 2.18% | 7 |
|
|
2024
Q4 | $48.3M | Sell |
204,458
-227
| -0.1% | -$53.5K | 2.28% | 7 |
|
|
2024
Q3 | $47.7M | Sell |
204,685
-3,056
| -1% | -$682K | 2.18% | 8 |
|
|
2024
Q2 | $43.8M | Buy |
207,741
+84,982
| +69% | +$15.8M | 2.12% | 10 |
|
|
2024
Q1 | $21.1M | Sell |
122,759
-10,792
| -8% | -$1.96M | 1.13% | 17 |
|
|
2023
Q4 | $25.7M | Sell |
133,551
-724
| -0.5% | -$134K | 1.41% | 17 |
|
|
2023
Q3 | $23M | Sell |
134,275
-1,798
| -1% | -$330K | 1.6% | 10 |
|
|
2023
Q2 | $26.4M | Sell |
136,073
-27,392
| -17% | -$4.77M | 1.83% | 9 |
|
|
2023
Q1 | $27M | Buy |
163,465
+20,435
| +14% | +$3.02M | 1.92% | 10 |
|
|
2022
Q4 | $18.6M | Sell |
143,030
-2,021
| -1% | -$289K | 1.47% | 14 |
|
|
2022
Q3 | $21.5M | Sell |
145,051
-24,083
| -14% | -$3.78M | 1.99% | 9 |
|
|
2022
Q2 | $23.1M | Sell |
169,134
-5,051
| -3% | -$765K | 1.66% | 12 |
|
|
2022
Q1 | $30.4M | Sell |
174,185
-3,005
| -2% | -$505K | 2.15% | 8 |
|
|
2021
Q4 | $31.5M | Sell |
177,190
-4,010
| -2% | -$634K | 2% | 8 |
|
|
2021
Q3 | $25.6M | Sell |
181,200
-12,279
| -6% | -$1.81M | 1.74% | 7 |
|
|
2021
Q2 | $26.5M | Buy |
193,479
+3,362
| +2% | +$436K | 1.73% | 7 |
|
|
2021
Q1 | $23.2M | Buy |
190,117
+3,660
| +2% | +$470K | 1.56% | 9 |
|
|
2020
Q4 | $24.7M | Buy |
186,457
+2,734
| +1% | +$329K | 2.12% | 7 |
|
|
2020
Q3 | $21.3M | Buy |
183,723
+1,683
| +0.9% | +$184K | 2.17% | 8 |
|
|
2020
Q2 | $16.6M | Buy |
182,040
+8,068
| +5% | +$625K | 1.78% | 9 |
|
|
2020
Q1 | $11.1M | Buy |
173,972
+284
| +0.2% | +$20.9K | 1.32% | 13 |
|
|
2019
Q4 | $12.8M | Sell |
173,688
-203,016
| -54% | -$13.1M | 1.15% | 16 |
|
|
2019
Q3 | $21.1M | Sell |
376,704
-3,060
| -0.8% | -$160K | 1.93% | 11 |
|
|
2019
Q2 | $18.8M | Buy |
379,764
+34,504
| +10% | +$1.68M | 1.67% | 13 |
|
|
2019
Q1 | $16.4M | Sell |
345,260
-2,776
| -0.8% | -$118K | 1.45% | 13 |
|
|
2018
Q4 | $13.7M | Sell |
348,036
-13,556
| -4% | -$657K | 1.41% | 15 |
|
|
2018
Q3 | $20.4M | Sell |
361,592
-3,964
| -1% | -$206K | 2.08% | 10 |
|
|
2018
Q2 | $16.9M | Buy |
365,556
+32,144
| +10% | +$1.46M | 1.86% | 10 |
|
|
2018
Q1 | $14M | Buy |
333,412
+276
| +0.1% | +$11.9K | 1.67% | 11 |
|
|
2017
Q4 | $14.1M | Sell |
333,136
-20,616
| -6% | -$861K | 1.73% | 11 |
|
|
2017
Q3 | $13.6M | Sell |
353,752
-12,072
| -3% | -$468K | 1.79% | 11 |
|
|
2017
Q2 | $13.2M | Sell |
365,824
-117,268
| -24% | -$4.34M | 1.89% | 10 |
|
|
2017
Q1 | $17.4M | Sell |
483,092
-24,920
| -5% | -$821K | 2.18% | 8 |
|
|
2016
Q4 | $14.7M | Buy |
508,012
+30,052
| +6% | +$852K | 2.03% | 7 |
|
|
2016
Q3 | $13.5M | Buy |
477,960
+13,672
| +3% | +$362K | 1.8% | 8 |
|
|
2016
Q2 | $11.1M | Buy |
464,288
+110,768
| +31% | +$2.75M | 1.54% | 9 |
|
|
2016
Q1 | $9.63M | Buy |
353,520
+53,140
| +18% | +$1.32M | 1.93% | 7 |
|
|
2015
Q4 | $7.9M | Buy |
300,380
+4,300
| +1% | +$123K | 1.64% | 10 |
|
|
2015
Q3 | $8.16M | Buy |
296,080
+10,104
| +4% | +$296K | 1.79% | 6 |
|
|
2015
Q2 | $8.97M | Buy |
285,976
+11,344
| +4% | +$363K | 1.86% | 5 |
|
|
2015
Q1 | $8.54M | Buy |
274,632
+3,152
| +1% | +$95.2K | 1.83% | 4 |
|
|
2014
Q4 | $7.49M | Buy |
271,480
+14,728
| +6% | +$401K | 1.74% | 4 |
|
|
2014
Q3 | $6.47M | Sell |
256,752
-2,056
| -0.8% | -$50.5K | 1.69% | 5 |
|
|
2014
Q2 | $6.01M | Buy |
258,808
+3,868
| +2% | +$82.3K | 1.59% | 4 |
|
|
2014
Q1 | $4.89M | Sell |
254,940
-17,612
| -6% | -$335K | 1.43% | 9 |
|
|
2013
Q4 | $5.46M | Buy |
272,552
+504
| +0.2% | +$9.52K | 1.58% | 3 |
|
|
2013
Q3 | $4.63M | Sell |
272,048
-96,600
| -26% | -$1.6M | 1.41% | 7 |
|
|
2013
Q2 | $5.22M | Buy |
+368,648
| New | +$5.67M | 1.45% | 5 |
|
Other funds holding AAPL
VCM
VPM
Johnson Financial Group Inc (Wisconsin)'s AAPL Position: Q1 2026 in Review
Johnson Financial Group Inc (Wisconsin) increased its Apple (AAPL) stake by 0.17% in Q1 2026, buying an estimated $96.3K and bringing the position to 212,575 shares worth $53.9M. The position accounts for 1.95% of the portfolio, ranked #6.
Johnson Financial Group Inc (Wisconsin) first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $57.7M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) held 212,575 shares of Apple worth $53.9M as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) bought 370 Apple shares in Q1 2026, an estimated $96.3K.
- Apple made up 1.95% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #6 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Johnson Financial Group Inc (Wisconsin)'s Apple position peaked at $57.7M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.