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Jupiter Wealth Management’s Apple AAPL Stock Holding History

Jupiter 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
Q1 		$15.7M Buy
52,564
+2,834
+6% +$738K 6.21% 3
2025
Q4 		$13M Buy
49,730
+2,192
+5% +$588K 5.8% 3
2025
Q3 		$12.1M Buy
47,538
+555
+1% +$125K 5.72% 4
2025
Q2 		$11M Sell
46,983
-1,307
-3% -$264K 5.54% 4
2025
Q1 		$10.1M Sell
48,290
-12,139
-20% -$2.81M 6.11% 3
2024
Q4 		$15.1M Buy
60,429
+1,237
+2% +$292K 7.58% 2
2024
Q3 		$13.8M Buy
59,192
+404
+0.7% +$90.2K 7.06% 3
2024
Q2 		$13.1M Sell
58,788
-3,436
-6% -$641K 6.92% 3
2024
Q1 		$11.4M Sell
62,224
-2,490
-4% -$453K 6.02% 3
2023
Q4 		$12.5M Buy
64,714
+1,053
+2% +$194K 7.33% 3
2023
Q3 		$11.9M Buy
63,661
+2,512
+4% +$461K 7.69% 3
2023
Q2 		$11.9M Buy
61,149
+4,774
+8% +$832K 10.19% 1
2023
Q1 		$9.3M Buy
56,375
+3,048
+6% +$450K 8.56% 2
2022
Q4 		$6.93M Buy
53,327
+3,000
+6% +$429K 6.7% 1
2022
Q3 		$6.96M Hold
50,327
– – 6.98% 2
2022
Q2 		$6.88M Sell
50,327
-13,285
-21% -$2.01M 6.27% 3
2022
Q1 		$11.1M Hold
63,612
– – 6.95% 2
2021
Q4 		$11.3M Buy
63,612
+283
+0.4% +$44.7K 5.86% 4
2021
Q3 		$9.37M Buy
63,329
+2,000
+3% +$294K 4.42% 5
2021
Q2 		$8.96M Sell
61,329
-1,461
-2% -$189K 4.29% 5
2021
Q1 		$8.38M Sell
62,790
-150
-0.2% -$19.3K 4.23% 5
2020
Q4 		$8.35M Buy
62,940
+6,597
+12% +$793K 5.12% 2
2020
Q3 		$6.53M Buy
56,343
+21,855
+63% +$2.38M 4.6% 8
2020
Q2 		$3.39M Buy
34,488
+672
+2% +$52.1K 1.7% 25
2020
Q1 		$2.44M Hold
33,816
– – 1.42% 26
2019
Q4 		$2.64M Hold
33,816
– – 1.28% 29
2019
Q3 		$1.89M Buy
33,816
+68
+0.2% +$3.56K 1.01% 31
2019
Q2 		$1.72M Sell
33,748
-8,000
-19% -$390K 0.85% 33
2019
Q1 		$2.13M Buy
+41,748
New +$1.77M 1.02% 33

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

Jupiter Wealth Management's AAPL Position: Q1 2026 in Review

Jupiter Wealth Management increased its Apple (AAPL) stake by 5.7% in Q1 2026, buying an estimated $738K and bringing the position to 52,564 shares worth $15.7M. The position accounts for 6.21% of the portfolio, ranked #3.

Jupiter Wealth Management first reported a position in AAPL in Q1 2019 and has held it in 29 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Jupiter Wealth Management held 52,564 shares of Apple worth $15.7M as of Q1 2026.
  • Jupiter Wealth Management bought 2,834 Apple shares in Q1 2026, an estimated $738K.
  • Apple made up 6.21% of Jupiter Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Jupiter Wealth Management first reported a position in Apple in Q1 2019 and has held it in 29 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.