Helen Stephens Group
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Helen Stephens Group’s Apple AAPL Stock Holding History

Helen Stephens Group’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
Q3 		$5.08M Buy
15,239
+1,294
+9% +$416K 0.81% 26
2026
Q2 		$4.04M Buy
13,945
+532
+4% +$152K 0.69% 25
2026
Q1 		$3.4M Buy
13,413
+548
+4% +$143K 0.68% 27
2025
Q4 		$3.5M Buy
12,865
+960
+8% +$258K 0.73% 24
2025
Q3 		$3.03M Buy
11,905
+122
+1% +$27.6K 0.67% 25
2025
Q2 		$2.42M Buy
11,783
+151
+1% +$30.5K 0.6% 26
2025
Q1 		$2.58M Sell
11,632
-11
-0.1% -$2.55K 0.73% 23
2024
Q4 		$2.92M Sell
11,643
-893
-7% -$210K 0.86% 21
2024
Q3 		$2.92M Sell
12,536
-1,877
-13% -$419K 0.89% 21
2024
Q2 		$3.04M Sell
14,413
-766
-5% -$143K 1.05% 20
2024
Q1 		$2.6M Buy
15,179
+136
+0.9% +$24.7K 1.01% 20
2023
Q4 		$2.9M Buy
15,043
+83
+0.6% +$15.3K 1.3% 20
2023
Q3 		$2.56M Sell
14,960
-106
-0.7% -$19.4K 1.32% 19
2023
Q2 		$2.92M Buy
15,066
+90
+0.6% +$15.7K 1.48% 18
2023
Q1 		$2.47M Buy
14,976
+464
+3% +$68.5K 1.28% 21
2022
Q4 		$1.89M Sell
14,512
-619
-4% -$88.5K 1.13% 22
2022
Q3 		$2.09M Buy
15,131
+2,915
+24% +$458K 1.47% 19
2022
Q2 		$1.67M Buy
12,216
+21
+0.2% +$3.18K 1.18% 17
2022
Q1 		$2.13M Sell
12,195
-118
-1% -$19.8K 1.47% 15
2021
Q4 		$2.19M Buy
+12,313
New +$1.95M 1.75% 11

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Helen Stephens Group's AAPL Position: Q3 2026 in Review

Helen Stephens Group increased its Apple (AAPL) stake by 9.3% in Q3 2026, buying an estimated $416K and bringing the position to 15,239 shares worth $5.08M. The position accounts for 0.81% of the portfolio, ranked #26.

Helen Stephens Group first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Helen Stephens Group held 15,239 shares of Apple worth $5.08M as of Q3 2026.
  • Helen Stephens Group bought 1,294 Apple shares in Q3 2026, an estimated $416K.
  • Apple made up 0.81% of Helen Stephens Group's portfolio in Q3 2026, its #26 holding.
  • Helen Stephens Group first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.