SEC 13F Intelligence

Jones Financial Companies Lllp / AAPL

Jones Financial Companies Lllp’s Apple Inc Position

Does Jones Financial Companies Lllp own Apple Inc (AAPL)? Yes — 8.42M shares worth $2.1B (+1.01% of its 13F portfolio) as of Q1 2026, up from 2.87M shares the prior filed quarter.

Position Value
$2.1B
Q1 2026
Shares
8.42M
% of Portfolio
+1.01%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $18MQ2 ’19: $19MQ3 ’19: $21MQ4 ’19: $28MQ4 ’19Q1 ’20: $23MQ2 ’20: $31MQ3 ’20: $38MQ4 ’20: $44MQ4 ’20Q1 ’21: $43MQ2 ’21: $46MQ3 ’21: $46MQ4 ’21: $58MQ4 ’21Q1 ’22: $57MQ2 ’22: $45MQ3 ’22: $45MQ4 ’22: $43MQ4 ’22Q1 ’23: $54MQ2 ’23: $63MQ3 ’23: $56MQ4 ’23: $65MQ4 ’23Q1 ’24: $73MQ2 ’24: $162MQ3 ’24: $252MQ4 ’24: $367MQ4 ’24Q1 ’25: $421MQ2 ’25: $461MQ3 ’25: $669MQ4 ’25: $781MQ4 ’25Q1 ’26: $2.1Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.42M$2.1B+1.01%
Q4 20252.87M$781M+0.48%
Q3 20252.62M$669M+0.46%
Q2 20252.29M$461M+0.35%
Q1 20251.93M$421M+0.38%
Q4 20241.46M$367M+0.35%
Q3 20241.10M$252M+0.26%
Q2 2024768.7K$162M+0.19%
Q1 2024425.1K$73M+0.10%
Q4 2023335.3K$65M+0.10%
Q3 2023325.0K$56M+0.09%
Q2 2023325.6K$63M+0.10%
Q1 2023329.0K$54M+0.09%
Q4 2022334.3K$43M+0.08%
Q3 2022328.8K$45M+0.08%
Q2 2022332.3K$45M+0.08%
Q1 2022324.8K$57M+0.08%
Q4 2021327.6K$58M+0.08%
Q3 2021327.9K$46M+0.07%
Q2 2021336.2K$46M+0.07%
Q1 2021348.7K$43M+0.07%
Q4 2020332.7K$44M+0.08%
Q3 2020329.9K$38M+0.08%
Q2 202084.7K$31M+0.07%
Q1 202090.8K$23M+0.06%
Q4 201994.4K$28M+0.06%
Q3 201994.7K$21M+0.05%
Q2 201997.1K$19M+0.04%
Q1 201996.8K$18M+0.04%
Q4 201895.4K$15M+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jones Financial Companies Lllp’s full portfolio or all institutional holders of AAPL.