Apexium Financial’s Starbucks SBUX Stock Holding History

Apexium Financial’s Portfolio SBUX Stock Details SBUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,385	Closed	-$219K	–	293
2025 Q2	$219K	Sell	2,385 -1,660	-41%	-$144K	0.01%	262
2025 Q1	$397K	Hold	4,045	–	–	0.02%	196
2024 Q4	$369K	Sell	4,045 -19	-0.5%	-$1.84K	0.02%	191
2024 Q3	$396K	Buy	4,064 +202	+5%	+$17.3K	0.03%	161
2024 Q2	$301K	Sell	3,862 -102	-3%	-$8.31K	0.02%	180
2024 Q1	$362K	Buy	3,964 +267	+7%	+$24.8K	0.03%	164
2023 Q4	$355K	Buy	3,697 +465	+14%	+$45.3K	0.03%	202
2023 Q3	$295K	Sell	3,232 -80	-2%	-$7.85K	0.03%	173
2023 Q2	$328K	Buy	3,312 +81	+3%	+$8.41K	0.03%	172
2023 Q1	$336K	Buy	3,231 +11	+0.3%	+$1.15K	0.03%	163
2022 Q4	$319K	Buy	3,220 +1	+0%	+$94	0.03%	163
2022 Q3	$271K	Buy	+3,219	New	+$273K	0.03%	162

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apexium Financial's SBUX Position: Q3 2025 in Review

Apexium Financial sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 2,385 shares — an estimated $219K sold.

Apexium Financial first reported a position in SBUX in Q3 2022 and held it in 12 quarters. The position peaked at $397K in Q1 2025. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

Apexium Financial reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
Apexium Financial sold 2,385 Starbucks shares in Q3 2025, an estimated $219K.
Apexium Financial first reported a position in Starbucks in Q3 2022 and held it in 12 quarters.
Apexium Financial's Starbucks position peaked at $397K in Q1 2025.
2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.