Johnson Financial Group, Inc.

SEC CIK: 0001477024
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Johnson Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 208,838
Value: $60.4M
% of portfolio: 2.0%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Johnson Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	208,838	$60.4M	2.0%	−3,737−1.8%	Reduced	Holders
Q1 2026	212,575	$53.9M	2.0%	+370+0.2%	Added	Holders
Q4 2025	212,205	$57.7M	2.2%	−11,615−5.2%	Reduced	Holders
Q3 2025	223,820	$57.0M	2.1%	+15,062+7.2%	Added	Holders
Q2 2025	208,758	$42.8M	1.9%	+8,224+4.1%	Added	Holders
Q1 2025	200,534	$44.5M	2.2%	−3,924−1.9%	Reduced	Holders
Q4 2024	204,458	$48.3M	2.3%	−227−0.1%	Reduced	Holders
Q3 2024	204,685	$47.7M	2.2%	−3,056−1.5%	Reduced	Holders
Q2 2024	207,741	$43.8M	2.1%	+84,982+69.2%	Added	Holders
Q1 2024	122,759	$21.1M	1.1%	−10,792−8.1%	Reduced	Holders
Q4 2023	133,551	$25.7M	1.4%	−724−0.5%	Reduced	Holders
Q3 2023	134,275	$23.0M	1.6%	−1,798−1.3%	Reduced	Holders
Q2 2023	136,073	$26.4M	1.8%	−27,392−16.8%	Reduced	Holders
Q1 2023	163,465	$27.0M	1.9%	+20,435+14.3%	Added	Holders
Q4 2022	143,030	$18.6M	1.5%	−2,021−1.4%	Reduced	Holders
Q3 2022	145,051	$21.5M	2.0%	−24,083−14.2%	Reduced	Holders
Q2 2022	169,134	$23.1M	1.7%	−5,051−2.9%	Reduced	Holders
Q1 2022	174,185	$30.4M	2.1%	−3,005−1.7%	Reduced	Holders
Q4 2021	177,190	$31.5M	2.0%	−4,010−2.2%	Reduced	Holders
Q3 2021	181,200	$25.6M	1.7%	−12,279−6.3%	Reduced	Holders
Q2 2021	193,479	$26.5M	1.7%	+3,362+1.8%	Added	Holders
Q1 2021	190,117	$23.2M	1.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.