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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
Q2 		$211M Buy
729,468
+514,878
+240% +$147M 1.39% 8
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jefferies Financial Group's AAPL Position: Q2 2026 in Review

Jefferies Financial Group increased its Apple (AAPL) stake by 240% in Q2 2026, buying an estimated $147M and bringing the position to 729,468 shares worth $211M. The position accounts for 1.39% of the portfolio, ranked #8.

Jefferies Financial Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $448M in Q3 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Jefferies Financial Group held 729,468 shares of Apple worth $211M as of Q2 2026.
  • Jefferies Financial Group bought 514,878 Apple shares in Q2 2026, an estimated $147M.
  • Apple made up 1.39% of Jefferies Financial Group's portfolio in Q2 2026, its #8 holding.
  • Jefferies Financial Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Apple position peaked at $448M in Q3 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.