Jupiter Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.3M | Buy |
52,882
+318
| +0.6% | +$91K | 6.12% | 2 |
|
|
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
Jupiter Wealth Management's AAPL Position: Q2 2026 in Review
Jupiter Wealth Management increased its Apple (AAPL) stake by 0.6% in Q2 2026, buying an estimated $91K and bringing the position to 52,882 shares worth $15.3M. The position accounts for 6.12% of the portfolio, ranked #2.
Jupiter Wealth Management first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. The position peaked at $15.7M in Q1 2026. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Jupiter Wealth Management held 52,882 shares of Apple worth $15.3M as of Q2 2026.
- Jupiter Wealth Management bought 318 Apple shares in Q2 2026, an estimated $91K.
- Apple made up 6.12% of Jupiter Wealth Management's portfolio in Q2 2026, its #2 holding.
- Jupiter Wealth Management first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
- Jupiter Wealth Management's Apple position peaked at $15.7M in Q1 2026.
- 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.