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Ross\Johnson & Associates’s Apple AAPL Stock Holding History

Ross\Johnson & 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 		$4.06K Sell
16
-32
-67% -$8.33K 0.07% 52
2025
Q4 		$13K Buy
48
+32
+200% +$8.59K 0.24% 33
2025
Q3 		$4.07K Hold
16
– – 0.08% 53
2025
Q2 		$3.28K Sell
16
-174
-92% -$35.1K 0.07% 52
2025
Q1 		$42.2K Buy
190
+180
+1,800% +$41.7K 0.72% 22
2024
Q4 		$2.5K Buy
+10
New +$2.36K 0.06% 64

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

Ross\Johnson & Associates's AAPL Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its Apple (AAPL) stake by 67% in Q1 2026, selling an estimated $8.33K and leaving 16 shares worth $4.06K. The position accounts for 0.07% of the portfolio, ranked #52.

Ross\Johnson & Associates first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $42.2K in Q1 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Ross\Johnson & Associates held 16 shares of Apple worth $4.06K as of Q1 2026.
  • Ross\Johnson & Associates sold 32 Apple shares in Q1 2026, an estimated $8.33K.
  • Apple made up 0.07% of Ross\Johnson & Associates's portfolio in Q1 2026, its #52 holding.
  • Ross\Johnson & Associates first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's Apple position peaked at $42.2K in Q1 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.