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	$8.86M	Sell	34,900 -145,100	-81%	-$37.8M	0.06%	224
2025 Q4	$48.9M	Buy	180,000 +56,500	+46%	+$15.2M	0.25%	71
2025 Q3	$31.4M	Sell	123,500 -182,400	-60%	-$41.2M	0.15%	102
2025 Q2	$62.8M	Sell	305,900 -549,700	-64%	-$111M	0.53%	21
2025 Q1	$190M	Buy	855,600 +170,200	+25%	+$39.4M	1.68%	5
2024 Q4	$172M	Sell	685,400 -1,360,200	-66%	-$321M	1.03%	15
2024 Q3	$477M	Buy	2,045,600 +1,815,600	+789%	+$405M	3.41%	5
2024 Q2	$48.4M	Buy	+230,000	New	+$42.9M	0.51%	26
2024 Q1	–	Sell	-167,800	Closed	-$32.3M	–	1555
2023 Q4	$32.3M	Sell	167,800 -357,500	-68%	-$66M	0.21%	70
2023 Q3	$89.9M	Sell	525,300 -214,200	-29%	-$39.3M	0.81%	15
2023 Q2	$143M	Buy	739,500 +378,200	+105%	+$65.9M	1.28%	12
2023 Q1	$59.6M	Sell	361,300 -2,567,300	-88%	-$379M	0.48%	36
2022 Q4	$381M	Buy	+2,928,600	New	+$419M	2.64%	8

Other funds holding AAPL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.