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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Johnson & White Wealth Management's AAPL Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Apple (AAPL) stake by 3.9% in Q2 2026, buying an estimated $215K and bringing the position to 20,189 shares worth $5.84M. The position accounts for 2.19% of the portfolio, ranked #13.

Johnson & White Wealth Management first reported a position in AAPL in Q3 2022 and has held it in 14 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Johnson & White Wealth Management held 20,189 shares of Apple worth $5.84M as of Q2 2026.
  • Johnson & White Wealth Management bought 751 Apple shares in Q2 2026, an estimated $215K.
  • Apple made up 2.19% of Johnson & White Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Johnson & White Wealth Management first reported a position in Apple in Q3 2022 and has held it in 14 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.