In a notable portfolio adjustment, Jensen Investment Management significantly cut its holdings in Apple, Inc. (AAPL) during the second quarter of 2026. According to its quarterly 13F filing with the SEC, which reflects positions held as of June 30, 2026, the firm reduced its stake by 46.05%, from 1.60 million shares down to approximately 860,970.
This transaction, with an estimated value of $212.67 million, lowered Apple's weight in Jensen's portfolio from 7.98% to 6.04%. Investors are reminded that 13F filings are delayed disclosures, revealing portfolio changes that occurred in the preceding quarter and not necessarily reflecting the firm's current investment stance.