Johnson Dunn Capital Advisors Inc’s Apple AAPL Stock Holding History

Johnson Dunn Capital Advisors Inc’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 Q3	$4M	Buy	+12,025	New	+$3.86M	2.86%	2

Other funds holding AAPL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's AAPL Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in Apple (AAPL) in Q3 2026: 12,025 shares worth $4M. The stake represents 2.86% of the portfolio and ranks #2 among its holdings.

4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 12,025 shares of Apple worth $4M as of Q3 2026.
Apple was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
Apple made up 2.86% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #2 holding.
4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.