JSF Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21M | Sell |
82,889
-1,463
| -2% | -$381K | 4.12% | 6 |
|
|
2025
Q4 | $22.9M | Sell |
84,352
-264
| -0.3% | -$70.9K | 4.75% | 5 |
|
|
2025
Q3 | $21.5M | Sell |
84,616
-1,590
| -2% | -$359K | 4.78% | 5 |
|
|
2025
Q2 | $17.7M | Buy |
86,206
+633
| +0.7% | +$128K | 4.2% | 7 |
|
|
2025
Q1 | $19M | Sell |
85,573
-537
| -0.6% | -$124K | 5.01% | 6 |
|
|
2024
Q4 | $21.6M | Buy |
86,110
+12,915
| +18% | +$3.04M | 5.77% | 3 |
|
|
2024
Q3 | $17.1M | Sell |
73,195
-734
| -1% | -$164K | 4.97% | 5 |
|
|
2024
Q2 | $15.6M | Sell |
73,929
-1,035
| -1% | -$193K | 4.77% | 6 |
|
|
2024
Q1 | $12.9M | Buy |
74,964
+160
| +0.2% | +$29.1K | 4.02% | 6 |
|
|
2023
Q4 | $14.4M | Sell |
74,804
-2,369
| -3% | -$437K | 4.99% | 5 |
|
|
2023
Q3 | $13.2M | Buy |
77,173
+4,629
| +6% | +$849K | 5.12% | 5 |
|
|
2023
Q2 | $14.1M | Sell |
72,544
-1,034
| -1% | -$180K | 4.98% | 4 |
|
|
2023
Q1 | $12.1M | Sell |
73,578
-444
| -0.6% | -$65.5K | 4.53% | 5 |
|
|
2022
Q4 | $9.62M | Buy |
74,022
+883
| +1% | +$126K | 3.59% | 7 |
|
|
2022
Q3 | $10.1M | Buy |
73,139
+1,961
| +3% | +$308K | 3.84% | 7 |
|
|
2022
Q2 | $9.73M | Buy |
71,178
+341
| +0.5% | +$51.6K | 4.41% | 4 |
|
|
2022
Q1 | $12.4M | Buy |
70,837
+1,602
| +2% | +$269K | 5.26% | 3 |
|
|
2021
Q4 | $12.3M | Sell |
69,235
-21,272
| -24% | -$3.36M | 5.98% | 5 |
|
|
2021
Q3 | $12.8M | Buy |
90,507
+22,888
| +34% | +$3.37M | 6.34% | 4 |
|
|
2021
Q2 | $9.26M | Buy |
67,619
+1,149
| +2% | +$149K | 5.46% | 4 |
|
|
2021
Q1 | $8.12M | Sell |
66,470
-11,982
| -15% | -$1.54M | 5.1% | 4 |
|
|
2020
Q4 | $10.4M | Sell |
78,452
-679
| -0.9% | -$81.7K | 7.27% | 4 |
|
|
2020
Q3 | $9.16M | Sell |
79,131
-773
| -1% | -$84.3K | 7.2% | 4 |
|
|
2020
Q2 | $7.29M | Sell |
79,904
-416
| -0.5% | -$32.2K | 6.31% | 4 |
|
|
2020
Q1 | $5.11M | Buy |
80,320
+7,576
| +10% | +$557K | 5.18% | 4 |
|
|
2019
Q4 | $5.34M | Hold |
72,744
| – | – | 5.28% | 5 |
|
|
2019
Q3 | $4.07M | Buy |
72,744
+2,368
| +3% | +$124K | 4.43% | 5 |
|
|
2019
Q2 | $3.48M | Buy |
70,376
+11,856
| +20% | +$578K | 3.78% | 6 |
|
|
2019
Q1 | $2.78M | Buy |
58,520
+1,820
| +3% | +$77.2K | 3.07% | 7 |
|
|
2018
Q4 | $2.24M | Buy |
+56,700
| New | +$2.75M | 2.29% | 11 |
|
Other funds holding AAPL
VCM
VPM
JSF Financial's AAPL Position: Q1 2026 in Review
JSF Financial reduced its Apple (AAPL) stake by 1.7% in Q1 2026, selling an estimated $381K and leaving 82,889 shares worth $21M. The position accounts for 4.12% of the portfolio, ranked #6.
JSF Financial first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $22.9M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- JSF Financial held 82,889 shares of Apple worth $21M as of Q1 2026.
- JSF Financial sold 1,463 Apple shares in Q1 2026, an estimated $381K.
- Apple made up 4.12% of JSF Financial's portfolio in Q1 2026, its #6 holding.
- JSF Financial first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- JSF Financial's Apple position peaked at $22.9M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.