Journey Advisory Group
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Journey Advisory Group’s Apple AAPL Stock Holding History

Journey Advisory 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 		$48.8M Buy
146,426
+113
+0.1% +$36.3K 3.63% 3
2026
Q2 		$42.3M Buy
146,313
+1,250
+0.9% +$358K 3.24% 3
2026
Q1 		$36.8M Sell
145,063
-2,582
-2% -$672K 3.14% 4
2025
Q4 		$40.1M Sell
147,645
-5,446
-4% -$1.46M 3.38% 5
2025
Q3 		$39M Sell
153,091
-2,556
-2% -$577K 2.89% 4
2025
Q2 		$31.9M Sell
155,647
-4,023
-3% -$812K 2.48% 6
2025
Q1 		$35.5M Sell
159,670
-5,339
-3% -$1.24M 2.9% 4
2024
Q4 		$34.8M Hold
165,009
– – 4.16% 3
2024
Q3 		$34.8M Buy
165,009
+757
+0.5% +$169K 4.16% 3
2024
Q2 		$34.6M Sell
164,252
-6,201
-4% -$1.16M 4.13% 3
2024
Q1 		$29.2M Sell
170,453
-250
-0.1% -$45.5K 3.6% 4
2023
Q4 		$32.9M Sell
170,703
-976
-0.6% -$180K 4.47% 2
2023
Q3 		$29.4M Sell
171,679
-1,506
-0.9% -$276K 4.39% 2
2023
Q2 		$33.6M Sell
173,185
-6,692
-4% -$1.17M 5% 1
2023
Q1 		$29.7M Sell
179,877
-1,588
-0.9% -$234K 4.65% 1
2022
Q4 		$23.6M Buy
181,465
+6,227
+4% +$890K 5.87% 2
2022
Q3 		$24.2M Sell
175,238
-3,645
-2% -$572K 6.18% 1
2022
Q2 		$28.9M Buy
178,883
+16,464
+10% +$2.49M 6.64% 1
2022
Q1 		$28.4M Buy
162,419
+1,264
+0.8% +$213K 7.18% 1
2021
Q4 		$28.6M Sell
161,155
-1,341
-0.8% -$212K 7.91% 1
2021
Q3 		$23M Sell
162,496
-181
-0.1% -$26.6K 7.45% 1
2021
Q2 		$22.3M Buy
162,677
+4,863
+3% +$630K 7.08% 1
2021
Q1 		$19.3M Buy
157,814
+1,358
+0.9% +$174K 6.74% 1
2020
Q4 		$20.8M Buy
+156,456
New +$18.8M 7.77% 1

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Journey Advisory Group's AAPL Position: Q3 2026 in Review

Journey Advisory Group increased its Apple (AAPL) stake by 0.08% in Q3 2026, buying an estimated $36.3K and bringing the position to 146,426 shares worth $48.8M. The position accounts for 3.63% of the portfolio, ranked #3.

Journey Advisory Group first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 4,148 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Journey Advisory Group held 146,426 shares of Apple worth $48.8M as of Q3 2026.
  • Journey Advisory Group bought 113 Apple shares in Q3 2026, an estimated $36.3K.
  • Apple made up 3.63% of Journey Advisory Group's portfolio in Q3 2026, its #3 holding.
  • Journey Advisory Group first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 4,148 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Journey Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.