O'Keefe Stevens Advisory’s Apple AAPL Stock Holding History

O'Keefe Stevens Advisory’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	$1.45M	Buy	5,020 +1	+0%	+$286	0.3%	38
2026 Q1	$1.27M	Sell	5,019 -19	-0.4%	-$4.95K	0.31%	38
2025 Q4	$1.37M	Hold	5,038	–	–	0.36%	31
2025 Q3	$1.28M	Sell	5,038 -156	-3%	-$35.2K	0.35%	31
2025 Q2	$1.07M	Hold	5,194	–	–	0.3%	37
2025 Q1	$1.15M	Hold	5,194	–	–	0.38%	28
2024 Q4	$1.3M	Buy	5,194 +1,026	+25%	+$242K	0.4%	28
2024 Q3	$971K	Buy	4,168 +1,380	+49%	+$308K	0.29%	30
2024 Q2	$587K	Hold	2,788	–	–	0.2%	34
2024 Q1	$478K	Buy	2,788 +50	+2%	+$9.09K	0.16%	35
2023 Q4	$527K	Buy	2,738 +764	+39%	+$141K	0.21%	31
2023 Q3	$338K	Buy	1,974 +1	+0.1%	+$183	0.15%	33
2023 Q2	$383K	Sell	1,973 -6	-0.3%	-$1.05K	0.16%	33
2023 Q1	$326K	Buy	1,979 +210	+12%	+$31K	0.16%	33
2022 Q4	$230K	Sell	1,769 -63	-3%	-$9K	0.14%	35
2022 Q3	$253K	Buy	1,832 +64	+4%	+$10K	0.17%	33
2022 Q2	$242K	Buy	1,768 +248	+16%	+$37.6K	0.15%	34
2022 Q1	$265K	Hold	1,520	–	–	0.13%	34
2021 Q4	$270K	Hold	1,520	–	–	0.13%	38
2021 Q3	$215K	Hold	1,520	–	–	0.12%	40
2021 Q2	$208K	Buy	+1,520	New	+$197K	0.11%	40
2021 Q1	–	Sell	-1,520	Closed	-$202K	–	39
2020 Q4	$202K	Buy	+1,520	New	+$183K	0.14%	38

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

O'Keefe Stevens Advisory's AAPL Position: Q2 2026 in Review

O'Keefe Stevens Advisory increased its Apple (AAPL) stake by 0.02% in Q2 2026, buying an estimated $286 and bringing the position to 5,020 shares worth $1.45M. The position accounts for 0.3% of the portfolio, ranked #38.

O'Keefe Stevens Advisory first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

O'Keefe Stevens Advisory held 5,020 shares of Apple worth $1.45M as of Q2 2026.
O'Keefe Stevens Advisory bought 1 Apple share in Q2 2026, an estimated $286.
Apple made up 0.3% of O'Keefe Stevens Advisory's portfolio in Q2 2026, its #38 holding.
O'Keefe Stevens Advisory first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.