MJP Associates’s Apple AAPL Stock Holding History

MJP Associates’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	–	Sell	-23,800	Closed	-$1.16K	–	232
2025 Q4	$1.16K	Sell	23,800 -9,200	-28%	-$2.47M	﹤0.01%	246
2025 Q3	$41.3K	Sell	33,000 -4,500	-12%	-$1.02M	0.01%	251
2025 Q2	$156K	Sell	37,500 -12,500	-25%	-$2.52M	0.02%	229
2025 Q1	$112K	Buy	+50,000	New	+$11.6M	0.02%	220
2024 Q4	–	Sell	-20,000	Closed	-$89.5K	–	230
2024 Q3	$89.5K	Sell	20,000 -13,500	-40%	-$3.01M	0.02%	209
2024 Q2	$33.3K	Buy	33,500 +20,000	+148%	+$3.73M	0.01%	231
2024 Q1	$41K	Buy	+13,500	New	+$2.45M	0.01%	225
2023 Q4	–	Sell	-40,000	Closed	-$6.82K	–	179
2023 Q3	$6.82K	Buy	+40,000	New	+$7.34M	﹤0.01%	167
2023 Q2	–	Sell	-40,000	Closed	-$6.58K	–	160
2023 Q1	$6.58K	Buy	40,000 +15,000	+60%	+$2.21M	﹤0.01%	136
2022 Q4	$3.26M	Buy	+25,000	New	+$3.57M	0.95%	16
2022 Q2	–	Sell	-27,500	Closed	-$4.8M	–	136
2022 Q1	$4.8M	Hold	27,500	–	–	1.21%	19
2021 Q4	$4.96M	Buy	+27,500	New	+$4.35M	1.47%	17
2021 Q3	–	Sell	-45,000	Closed	-$6.16M	–	143
2021 Q2	$6.16M	Buy	+45,000	New	+$5.83M	2.06%	12
2021 Q1	–	Sell	-82,500	Closed	-$10.9M	–	129
2020 Q4	$10.9M	Buy	+82,500	New	+$9.92M	4.61%	6

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MJP Associates's AAPL Position: Q1 2026 in Review

MJP Associates reduced its Apple (AAPL) stake by 5.3% in Q1 2026, selling an estimated $2.04M and leaving 139,514 shares worth $35.4M. The position accounts for 4.3% of the portfolio, ranked #7.

MJP Associates first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $40.1M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

MJP Associates held 139,514 shares of Apple worth $35.4M as of Q1 2026.
MJP Associates sold 7,848 Apple shares in Q1 2026, an estimated $2.04M.
Apple made up 4.3% of MJP Associates's portfolio in Q1 2026, its #7 holding.
MJP Associates first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
MJP Associates's Apple position peaked at $40.1M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.