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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jordan Park Group's AAPL Position: Q2 2026 in Review

Jordan Park Group held its Apple (AAPL) position steady in Q2 2026 at 7,000 shares worth $2.03M. The position accounts for 0.1% of the portfolio, ranked #42.

Jordan Park Group first reported a position in AAPL in Q4 2017 and has held it in 14 quarters since. The position peaked at $5.74M in Q2 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Jordan Park Group held 7,000 shares of Apple worth $2.03M as of Q2 2026.
Jordan Park Group left its Apple share count unchanged in Q2 2026.
Apple made up 0.1% of Jordan Park Group's portfolio in Q2 2026, its #42 holding.
Jordan Park Group first reported a position in Apple in Q4 2017 and has held it in 14 quarters since.
Jordan Park Group's Apple position peaked at $5.74M in Q2 2021.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.