JKA
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Jones Kertz & Associates’s Apple AAPL Stock Holding History

Jones Kertz & 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 		$14.4M Sell
49,595
-5,799
-10% -$1.66M 6.62% 3
2026
Q1 		$14.1M Sell
55,394
-490
-0.9% -$128K 7.46% 2
2025
Q4 		$15.2M Buy
+55,884
New +$15M 7.81% 2

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Jones Kertz & Associates's AAPL Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Apple (AAPL) stake by 10% in Q2 2026, selling an estimated $1.66M and leaving 49,595 shares worth $14.4M. The position accounts for 6.62% of the portfolio, ranked #3.

Jones Kertz & Associates first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.2M in Q4 2025. 3,884 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Jones Kertz & Associates held 49,595 shares of Apple worth $14.4M as of Q2 2026.
  • Jones Kertz & Associates sold 5,799 Apple shares in Q2 2026, an estimated $1.66M.
  • Apple made up 6.62% of Jones Kertz & Associates's portfolio in Q2 2026, its #3 holding.
  • Jones Kertz & Associates first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Apple position peaked at $15.2M in Q4 2025.
  • 3,884 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.