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JPL Wealth Management’s APi Group APG Stock Holding History

JPL Wealth Management’s Portfolio APG Stock Details APG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.61K Buy
+89
New +$3.77K ﹤0.01% 779
2025
Q4 		– Sell
-89
Closed -$3.06K – 172
2025
Q3 		$3.06K Buy
+89
New +$3.11K ﹤0.01% 765

Other funds holding APG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JPL Wealth Management's APG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in APi Group (APG) in Q1 2026: 89 shares worth $3.61K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in APG as recently as Q3 2025.

JPL Wealth Management first reported a position in APG in Q3 2025 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold APG as of Q1 2026.

  • JPL Wealth Management held 89 shares of APi Group worth $3.61K as of Q1 2026.
  • APi Group was a new JPL Wealth Management position in Q1 2026.
  • APi Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #779 holding.
  • JPL Wealth Management first reported a position in APi Group in Q3 2025 and has held it in 2 quarters since.
  • 573 funds tracked by Wall St. Rank held APi Group as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.