Jordan Park Group’s Apple AAPL Stock Holding History

Jordan Park Group’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	$2.33M	Hold	7,000	–	–	0.12%	43
2026 Q2	$2.03M	Hold	7,000	–	–	0.1%	42
2026 Q1	$1.78M	Hold	7,000	–	–	0.09%	43
2025 Q4	$1.9M	Hold	7,000	–	–	0.11%	36
2025 Q3	$1.78M	Hold	7,000	–	–	0.1%	36
2025 Q2	$1.44M	Hold	7,000	–	–	0.09%	39
2025 Q1	$1.55M	Sell	7,000 -2	-0%	-$463	0.11%	37
2024 Q4	$1.75M	Buy	7,002 +2	+0%	+$471	0.13%	37
2024 Q3	$1.63M	Buy	+7,000	New	+$1.56M	0.11%	40
2021 Q3	–	Sell	-41,883	Closed	-$5.74M	–	42
2021 Q2	$5.74M	Buy	41,883 +29,663	+243%	+$3.84M	0.31%	21
2021 Q1	$1.49M	Buy	12,220 +9,463	+343%	+$1.21M	0.09%	32
2020 Q4	$366K	Buy	+2,757	New	+$332K	0.02%	29
2019 Q3	–	Sell	-12,580	Closed	-$622K	–	34
2019 Q2	$622K	Buy	+12,580	New	+$613K	0.06%	29
2018 Q4	–	Sell	-4,440	Closed	-$251K	–	28
2018 Q3	$251K	Buy	+4,440	New	+$231K	0.04%	21
2018 Q1	–	Sell	-31,380	Closed	-$1.33M	–	19
2017 Q4	$1.33M	Buy	+31,380	New	+$1.31M	0.31%	13

Other funds holding AAPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Jordan Park Group's AAPL Position: Q3 2026 in Review

Jordan Park Group held its Apple (AAPL) position steady in Q3 2026 at 7,000 shares worth $2.33M. The position accounts for 0.12% of the portfolio, ranked #43.

Jordan Park Group first reported a position in AAPL in Q4 2017 and has held it in 15 quarters since. The position peaked at $5.74M in Q2 2021. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Jordan Park Group held 7,000 shares of Apple worth $2.33M as of Q3 2026.
Jordan Park Group left its Apple share count unchanged in Q3 2026.
Apple made up 0.12% of Jordan Park Group's portfolio in Q3 2026, its #43 holding.
Jordan Park Group first reported a position in Apple in Q4 2017 and has held it in 15 quarters since.
Jordan Park Group's Apple position peaked at $5.74M in Q2 2021.
4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Jordan Park Group's 13F filing for Q3 2026, filed 6 Nov 2026.