Johnson & White Wealth Management
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Johnson & White Wealth Management’s Apple AAPL Stock Holding History

Johnson & White Wealth Management’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
Q3 		$6.69M Sell
20,083
-106
-0.5% -$34K 2.43% 12
2026
Q2 		$5.84M Buy
20,189
+751
+4% +$215K 2.19% 13
2026
Q1 		$4.93M Sell
19,438
-1,045
-5% -$272K 2.09% 14
2025
Q4 		$5.57M Sell
20,483
-435
-2% -$117K 2.42% 13
2025
Q3 		$5.33M Sell
20,918
-30
-0.1% -$6.78K 2.44% 13
2025
Q2 		$4.3M Sell
20,948
-101
-0.5% -$20.4K 2.16% 16
2025
Q1 		$4.68M Sell
21,049
-16
-0.1% -$3.71K 2.62% 12
2024
Q4 		$5.14M Sell
21,065
-142
-0.7% -$33.5K 3.11% 10
2024
Q3 		$4.94M Buy
21,207
+154
+0.7% +$34.4K 4.25% 8
2024
Q2 		$4.43M Buy
21,053
+1,170
+6% +$218K 4.24% 9
2024
Q1 		$3.41M Sell
19,883
-10
-0.1% -$1.82K 2.48% 13
2023
Q4 		$3.83M Sell
19,893
-98
-0.5% -$18.1K 3.17% 9
2023
Q3 		$3.42M Buy
+19,991
New +$3.67M 3.1% 10
2023
Q2 		– Sell
-20,340
Closed -$3.35M – 36
2023
Q1 		$3.35M Buy
+20,340
New +$3M 2.99% 11
2022
Q4 		– Sell
-19,734
Closed -$2.73M – 77
2022
Q3 		$2.73M Buy
+19,734
New +$3.1M 3.08% 9

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Johnson & White Wealth Management's AAPL Position: Q3 2026 in Review

Johnson & White Wealth Management reduced its Apple (AAPL) stake by 0.53% in Q3 2026, selling an estimated $34K and leaving 20,083 shares worth $6.69M. The position accounts for 2.43% of the portfolio, ranked #12.

Johnson & White Wealth Management first reported a position in AAPL in Q3 2022 and has held it in 15 quarters since. 4,148 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Johnson & White Wealth Management held 20,083 shares of Apple worth $6.69M as of Q3 2026.
  • Johnson & White Wealth Management sold 106 Apple shares in Q3 2026, an estimated $34K.
  • Apple made up 2.43% of Johnson & White Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Johnson & White Wealth Management first reported a position in Apple in Q3 2022 and has held it in 15 quarters since.
  • 4,148 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.