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JPL Wealth Management’s Apple AAPL Stock Holding History

JPL Wealth Management’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 		$14M Sell
48,524
-363
-0.7% -$104K 2.79% 6
2026
Q1 		$12.4M Sell
48,887
-463
-0.9% -$120K 2.85% 3
2025
Q4 		$13.4M Sell
49,350
-1,689
-3% -$453K 3.27% 4
2025
Q3 		$13M Sell
51,039
-1,046
-2% -$236K 3.08% 4
2025
Q2 		$10.7M Buy
52,085
+407
+0.8% +$82.2K 2.88% 5
2025
Q1 		$11.5M Buy
51,678
+204
+0.4% +$47.3K 3.27% 3
2024
Q4 		$12.9M Buy
+51,474
New +$12.1M 3.69% 3
2024
Q2 		$7.85M Buy
37,279
+3,538
+10% +$660K 3.85% 1
2024
Q1 		$5.79M Buy
33,741
+9,021
+36% +$1.64M 3.19% 1
2023
Q4 		$4.76M Buy
+24,720
New +$4.56M 3.43% 1

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

JPL Wealth Management's AAPL Position: Q2 2026 in Review

JPL Wealth Management reduced its Apple (AAPL) stake by 0.74% in Q2 2026, selling an estimated $104K and leaving 48,524 shares worth $14M. The position accounts for 2.79% of the portfolio, ranked #6.

JPL Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • JPL Wealth Management held 48,524 shares of Apple worth $14M as of Q2 2026.
  • JPL Wealth Management sold 363 Apple shares in Q2 2026, an estimated $104K.
  • Apple made up 2.79% of JPL Wealth Management's portfolio in Q2 2026, its #6 holding.
  • JPL Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.