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Willis Johnson & Associates’s Apple AAPL Stock Holding History

Willis 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 		$13.7M Buy
53,833
+198
+0.4% +$51.5K 0.8% 23
2025
Q4 		$14.6M Sell
53,635
-242
-0.4% -$65K 0.9% 21
2025
Q3 		$13.7M Buy
53,877
+1,020
+2% +$230K 0.85% 24
2025
Q2 		$10.8M Sell
52,857
-510
-1% -$103K 0.74% 25
2025
Q1 		$11.9M Buy
53,367
+2,321
+5% +$538K 0.9% 24
2024
Q4 		$12.8M Buy
51,046
+1,034
+2% +$244K 0.98% 22
2024
Q3 		$11.7M Buy
50,012
+18,807
+60% +$4.2M 0.89% 25
2024
Q2 		$6.57M Buy
31,205
+585
+2% +$109K 0.54% 32
2024
Q1 		$5.25M Sell
30,620
-921
-3% -$167K 0.46% 33
2023
Q4 		$6.07M Buy
31,541
+9
+0% +$1.66K 0.55% 33
2023
Q3 		$5.4M Buy
31,532
+347
+1% +$63.6K 0.55% 30
2023
Q2 		$6.05M Buy
31,185
+2,749
+10% +$479K 0.64% 28
2023
Q1 		$4.69M Buy
28,436
+312
+1% +$46K 0.56% 30
2022
Q4 		$3.65M Buy
28,124
+3,472
+14% +$496K 0.48% 33
2022
Q3 		$3.41M Buy
24,652
+3,727
+18% +$585K 0.5% 31
2022
Q2 		$2.86M Buy
20,925
+1,711
+9% +$259K 0.4% 36
2022
Q1 		$3.35M Buy
19,214
+2,110
+12% +$355K 0.44% 33
2021
Q4 		$3.04M Sell
17,104
-552
-3% -$87.2K 0.39% 34
2021
Q3 		$2.5M Sell
17,656
-4,850
-22% -$714K 0.35% 35
2021
Q2 		$3.08M Buy
22,506
+2,100
+10% +$272K 0.44% 31
2021
Q1 		$2.49M Buy
20,406
+3,430
+20% +$440K 0.38% 31
2020
Q4 		$2.25M Buy
+16,976
New +$2.04M 0.38% 31

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

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

Willis Johnson & Associates increased its Apple (AAPL) stake by 0.37% in Q1 2026, buying an estimated $51.5K and bringing the position to 53,833 shares worth $13.7M. The position accounts for 0.8% of the portfolio, ranked #23.

Willis Johnson & Associates first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.6M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Willis Johnson & Associates held 53,833 shares of Apple worth $13.7M as of Q1 2026.
  • Willis Johnson & Associates bought 198 Apple shares in Q1 2026, an estimated $51.5K.
  • Apple made up 0.8% of Willis Johnson & Associates's portfolio in Q1 2026, its #23 holding.
  • Willis Johnson & Associates first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's Apple position peaked at $14.6M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.