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Jordan Park Trust’s Apple AAPL Stock Holding History

Jordan Park Trust’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 		$532K Sell
1,839
-116
-6% -$33.2K 0.37% 7
2026
Q1 		$496K Buy
1,955
+9
+0.5% +$2.34K 0.38% 7
2025
Q4 		$529K Sell
1,946
-324
-14% -$87K 0.36% 7
2025
Q3 		$578K Sell
2,270
-32
-1% -$7.23K 0.56% 7
2025
Q2 		$472K Sell
2,302
-15
-0.6% -$3.03K 0.44% 9
2025
Q1 		$515K Sell
2,317
-17
-0.7% -$3.94K 0.49% 5
2024
Q4 		$584K Buy
+2,334
New +$550K 0.49% 5

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Jordan Park Trust reduced its Apple (AAPL) stake by 5.9% in Q2 2026, selling an estimated $33.2K and leaving 1,839 shares worth $532K. The position accounts for 0.37% of the portfolio, ranked #7.

Jordan Park Trust first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $584K in Q4 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Jordan Park Trust held 1,839 shares of Apple worth $532K as of Q2 2026.
  • Jordan Park Trust sold 116 Apple shares in Q2 2026, an estimated $33.2K.
  • Apple made up 0.37% of Jordan Park Trust's portfolio in Q2 2026, its #7 holding.
  • Jordan Park Trust first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Jordan Park Trust's Apple position peaked at $584K in Q4 2024.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Jordan Park Trust's 13F filing for Q2 2026, filed 27 Jul 2026.