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Nabity-Jensen Investment Management’s Apple AAPL Stock Holding History

Nabity-Jensen Investment 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 		$4.46M Buy
17,576
+1,000
+6% +$260K 3.09% 9
2025
Q4 		$4.51M Buy
16,576
+31
+0.2% +$8.32K 3.05% 8
2025
Q3 		$4.21M Sell
16,545
-55
-0.3% -$12.4K 2.92% 8
2025
Q2 		$3.41M Sell
16,600
-13
-0.1% -$2.63K 2.51% 11
2025
Q1 		$3.69M Buy
16,613
+169
+1% +$39.2K 2.93% 10
2024
Q4 		$4.12M Buy
16,444
+654
+4% +$154K 3.11% 9
2024
Q3 		$3.68M Buy
15,790
+602
+4% +$134K 2.82% 11
2024
Q2 		$3.2M Sell
15,188
-1,301
-8% -$243K 2.62% 11
2024
Q1 		$2.83M Buy
16,489
+14
+0.1% +$2.55K 2.33% 12
2023
Q4 		$3.17M Buy
+16,475
New +$3.04M 2.85% 10

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

Nabity-Jensen Investment Management's AAPL Position: Q1 2026 in Review

Nabity-Jensen Investment Management increased its Apple (AAPL) stake by 6% in Q1 2026, buying an estimated $260K and bringing the position to 17,576 shares worth $4.46M. The position accounts for 3.09% of the portfolio, ranked #9.

Nabity-Jensen Investment Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.51M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Nabity-Jensen Investment Management held 17,576 shares of Apple worth $4.46M as of Q1 2026.
  • Nabity-Jensen Investment Management bought 1,000 Apple shares in Q1 2026, an estimated $260K.
  • Apple made up 3.09% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #9 holding.
  • Nabity-Jensen Investment Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Nabity-Jensen Investment Management's Apple position peaked at $4.51M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.