JVL Associates’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 | $14M | Buy |
48,243
+1,142
| +2% | +$327K | 3.96% | 8 |
|
|
2026
Q1 | $12M | Sell |
47,101
-26
| -0.1% | -$6.77K | 4.01% | 9 |
|
|
2025
Q4 | $12.8M | Sell |
47,127
-537
| -1% | -$144K | 4.17% | 7 |
|
|
2025
Q3 | $12.1M | Sell |
47,664
-2,394
| -5% | -$541K | 4.02% | 7 |
|
|
2025
Q2 | $10.3M | Buy |
50,058
+3,014
| +6% | +$609K | 3.69% | 8 |
|
|
2025
Q1 | $10.4M | Sell |
47,044
-1,548
| -3% | -$359K | 4.22% | 8 |
|
|
2024
Q4 | $12.2M | Sell |
48,592
-4,147
| -8% | -$977K | 4.61% | 7 |
|
|
2024
Q3 | $12.3M | Sell |
52,739
-162
| -0.3% | -$36.2K | 4.74% | 7 |
|
|
2024
Q2 | $11.1M | Sell |
52,901
-234
| -0.4% | -$43.6K | 4.47% | 7 |
|
|
2024
Q1 | $9.11M | Sell |
53,135
-320
| -0.6% | -$58.2K | 3.75% | 8 |
|
|
2023
Q4 | $10.3M | Buy |
53,455
+90
| +0.2% | +$16.6K | 4.65% | 7 |
|
|
2023
Q3 | $9.14M | Buy |
53,365
+128
| +0.2% | +$23.5K | 4.7% | 7 |
|
|
2023
Q2 | $10.3M | Sell |
53,237
-683
| -1% | -$119K | 5.02% | 7 |
|
|
2023
Q1 | $8.89M | Buy |
53,920
+1,011
| +2% | +$149K | 4.69% | 8 |
|
|
2022
Q4 | $6.87M | Sell |
52,909
-39,396
| -43% | -$5.63M | 4% | 8 |
|
|
2022
Q3 | $12.8M | Buy |
92,305
+36,568
| +66% | +$5.74M | 7.72% | 6 |
|
|
2022
Q2 | $7.62M | Buy |
55,737
+1,644
| +3% | +$249K | 5.3% | 7 |
|
|
2022
Q1 | $9.45M | Buy |
54,093
+700
| +1% | +$118K | 5.87% | 6 |
|
|
2021
Q4 | $9.48M | Sell |
53,393
-1,561
| -3% | -$247K | 5.93% | 6 |
|
|
2021
Q3 | $7.78M | Sell |
54,954
-168
| -0.3% | -$24.7K | 5.36% | 7 |
|
|
2021
Q2 | $7.55M | Buy |
55,122
+426
| +0.8% | +$55.2K | 5.21% | 8 |
|
|
2021
Q1 | $6.68M | Buy |
54,696
+140
| +0.3% | +$18K | 4.95% | 8 |
|
|
2020
Q4 | $7.24M | Sell |
54,556
-5,221
| -9% | -$628K | 5.77% | 6 |
|
|
2020
Q3 | $6.92M | Sell |
59,777
-1,635
| -3% | -$178K | 6.53% | 5 |
|
|
2020
Q2 | $5.6M | Buy |
61,412
+400
| +0.7% | +$31K | 5.87% | 5 |
|
|
2020
Q1 | $3.88M | Buy |
61,012
+48
| +0.1% | +$3.53K | 4.69% | 8 |
|
|
2019
Q4 | $4.48M | Sell |
60,964
-12,116
| -17% | -$779K | 4.19% | 9 |
|
|
2019
Q3 | $4.09M | Sell |
73,080
-44
| -0.1% | -$2.3K | 3.35% | 10 |
|
|
2019
Q2 | $3.62M | Sell |
73,124
-1,876
| -3% | -$91.4K | 3.05% | 10 |
|
|
2019
Q1 | $3.56M | Hold |
75,000
| – | – | 3.3% | 9 |
|
|
2018
Q4 | $2.96M | Hold |
75,000
| – | – | 3.28% | 10 |
|
|
2018
Q3 | $4.23M | Hold |
75,000
| – | – | 3.99% | 8 |
|
|
2018
Q2 | $3.47M | Buy |
75,000
+244
| +0.3% | +$11.1K | 3.39% | 8 |
|
|
2018
Q1 | $3.14M | Sell |
74,756
-1,388
| -2% | -$59.8K | 3.14% | 9 |
|
|
2017
Q4 | $3.22M | Buy |
+76,144
| New | +$3.18M | 3.25% | 8 |
|
Other funds holding AAPL
JVL Associates's AAPL Position: Q2 2026 in Review
JVL Associates increased its Apple (AAPL) stake by 2.4% in Q2 2026, buying an estimated $327K and bringing the position to 48,243 shares worth $14M. The position accounts for 3.96% of the portfolio, ranked #8.
JVL Associates first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 3,658 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- JVL Associates held 48,243 shares of Apple worth $14M as of Q2 2026.
- JVL Associates bought 1,142 Apple shares in Q2 2026, an estimated $327K.
- Apple made up 3.96% of JVL Associates's portfolio in Q2 2026, its #8 holding.
- JVL Associates first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 3,658 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.