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JTC Employer Solutions Trustee’s Apple AAPL Stock Holding History

JTC Employer Solutions Trustee’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
Q1 		$19M Sell
74,978
-121
-0.2% -$31.5K 1.59% 9
2025
Q4 		$20.4M Sell
75,099
-2,087
-3% -$560K 1.39% 9
2025
Q3 		$19.6M Sell
77,186
-10,930
-12% -$2.47M 1.69% 6
2025
Q2 		$18.1M Buy
88,116
+1,394
+2% +$282K 1.72% 5
2025
Q1 		$19.3M Sell
86,722
-4,773
-5% -$1.11M 1.58% 10
2024
Q4 		$23.1M Sell
91,495
-4,190
-4% -$987K 1.64% 8
2024
Q3 		$22.3M Sell
95,685
-1,120
-1% -$250K 1.46% 8
2024
Q2 		$20.4M Sell
96,805
-5,166
-5% -$963K 1.36% 8
2024
Q1 		$17.7M Sell
101,971
-20
-0% -$3.64K 1.12% 8
2023
Q4 		$19.7M Sell
101,991
-422
-0.4% -$77.9K 1.78% 9
2023
Q3 		$17.5M Buy
102,413
+22
+0% +$4.03K 1.63% 9
2023
Q2 		$19.8M Sell
102,391
-890
-0.9% -$155K 1.89% 8
2023
Q1 		$17M Sell
103,281
-1,611
-2% -$238K 1.81% 6
2022
Q4 		$13.6M Hold
104,892
– – 1.17% 13
2022
Q3 		$14.5M Buy
104,892
+4,089
+4% +$642K 2.41% 11
2022
Q2 		$13.8M Sell
100,803
-1,046
-1% -$158K 1.8% 8
2022
Q1 		$17.8M Hold
101,849
– – 1.97% 10
2021
Q4 		$18.1M Buy
101,849
+683
+0.7% +$108K 2.23% 10
2021
Q3 		$14.3M Buy
101,166
+3,351
+3% +$493K 1.92% 13
2021
Q2 		$13.4M Buy
+97,815
New +$12.7M 1.98% 9

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JTC Employer Solutions Trustee's AAPL Position: Q1 2026 in Review

JTC Employer Solutions Trustee reduced its Apple (AAPL) stake by 0.16% in Q1 2026, selling an estimated $31.5K and leaving 74,978 shares worth $19M. The position accounts for 1.59% of the portfolio, ranked #9.

JTC Employer Solutions Trustee first reported a position in AAPL in Q2 2021 and has held it in 20 quarters since. The position peaked at $23.1M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • JTC Employer Solutions Trustee held 74,978 shares of Apple worth $19M as of Q1 2026.
  • JTC Employer Solutions Trustee sold 121 Apple shares in Q1 2026, an estimated $31.5K.
  • Apple made up 1.59% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #9 holding.
  • JTC Employer Solutions Trustee first reported a position in Apple in Q2 2021 and has held it in 20 quarters since.
  • JTC Employer Solutions Trustee's Apple position peaked at $23.1M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.