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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Helen Stephens Group's AAPL Position: Q2 2026 in Review

Helen Stephens Group increased its Apple (AAPL) stake by 4% in Q2 2026, buying an estimated $152K and bringing the position to 13,945 shares worth $4.04M. The position accounts for 0.69% of the portfolio, ranked #25.

Helen Stephens Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Helen Stephens Group held 13,945 shares of Apple worth $4.04M as of Q2 2026.
  • Helen Stephens Group bought 532 Apple shares in Q2 2026, an estimated $152K.
  • Apple made up 0.69% of Helen Stephens Group's portfolio in Q2 2026, its #25 holding.
  • Helen Stephens Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.