JFG
AAPL icon

Jefferies Financial Group’s Apple AAPL Stock Holding History

Jefferies Financial 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
Q1 		$54.5M Sell
214,590
-184,892
-46% -$48.1M 0.37% 37
2025
Q4 		$109M Buy
399,482
+221,037
+124% +$59.3M 0.55% 28
2025
Q3 		$45.4M Buy
178,445
+45,574
+34% +$10.3M 0.21% 67
2025
Q2 		$27.3M Sell
132,871
-532,930
-80% -$108M 0.23% 89
2025
Q1 		$148M Buy
665,801
+53,855
+9% +$12.5M 1.31% 7
2024
Q4 		$153M Sell
611,946
-1,311,686
-68% -$309M 0.92% 18
2024
Q3 		$448M Buy
1,923,632
+1,575,568
+453% +$352M 3.21% 6
2024
Q2 		$73.3M Buy
348,064
+94,925
+37% +$17.7M 0.78% 17
2024
Q1 		$43.4M Buy
253,139
+95,790
+61% +$17.4M 0.4% 34
2023
Q4 		$30.3M Sell
157,349
-227,248
-59% -$42M 0.2% 74
2023
Q3 		$65.8M Buy
384,597
+227,421
+145% +$41.7M 0.59% 23
2023
Q2 		$30.5M Sell
157,176
-71,602
-31% -$12.5M 0.27% 61
2023
Q1 		$37.7M Sell
228,778
-1,771,873
-89% -$261M 0.31% 55
2022
Q4 		$260M Buy
+2,000,651
New +$286M 1.8% 10

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jefferies Financial Group's AAPL Position: Q1 2026 in Review

Jefferies Financial Group reduced its Apple (AAPL) stake by 46% in Q1 2026, selling an estimated $48.1M and leaving 214,590 shares worth $54.5M. The position accounts for 0.37% of the portfolio, ranked #37.

Jefferies Financial Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $448M in Q3 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Jefferies Financial Group held 214,590 shares of Apple worth $54.5M as of Q1 2026.
  • Jefferies Financial Group sold 184,892 Apple shares in Q1 2026, an estimated $48.1M.
  • Apple made up 0.37% of Jefferies Financial Group's portfolio in Q1 2026, its #37 holding.
  • Jefferies Financial Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Apple position peaked at $448M in Q3 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.