Sheaff Brock Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $115M | Sell |
519,744
-17,046
| -3% | -$3.95M | 10.59% | 1 |
|
|
2024
Q4 | $134M | Sell |
536,790
-7,445
| -1% | -$1.75M | 11.69% | 1 |
|
|
2024
Q3 | $127M | Sell |
544,235
-6,994
| -1% | -$1.56M | 11.1% | 1 |
|
|
2024
Q2 | $116M | Sell |
551,229
-226,286
| -29% | -$42.2M | 10.77% | 1 |
|
|
2024
Q1 | $133M | Sell |
777,515
-13,207
| -2% | -$2.4M | 8.4% | 3 |
|
|
2023
Q4 | $152M | Sell |
790,722
-16,776
| -2% | -$3.1M | 11.78% | 2 |
|
|
2023
Q3 | $138M | Sell |
807,498
-7,829
| -1% | -$1.44M | 12.52% | 1 |
|
|
2023
Q2 | $158M | Sell |
815,327
-3,250
| -0.4% | -$566K | 13.32% | 1 |
|
|
2023
Q1 | $135M | Sell |
818,577
-2,156
| -0.3% | -$318K | 12.41% | 1 |
|
|
2022
Q4 | $107M | Sell |
820,733
-63,257
| -7% | -$9.04M | 10.51% | 2 |
|
|
2022
Q3 | $122M | Sell |
883,990
-55,113
| -6% | -$8.65M | 13.12% | 1 |
|
|
2022
Q2 | $128M | Sell |
939,103
-159,942
| -15% | -$24.2M | 10.72% | 2 |
|
|
2022
Q1 | $192M | Sell |
1,099,045
-32,012
| -3% | -$5.38M | 13.35% | 2 |
|
|
2021
Q4 | $201M | Buy |
1,131,057
+25,987
| +2% | +$4.11M | 13.44% | 2 |
|
|
2021
Q3 | $156M | Sell |
1,105,070
-140,097
| -11% | -$20.6M | 11.49% | 2 |
|
|
2021
Q2 | $171M | Buy |
1,245,167
+19,634
| +2% | +$2.54M | 12.27% | 2 |
|
|
2021
Q1 | $150M | Buy |
1,225,533
+4,880
| +0.4% | +$626K | 11.79% | 2 |
|
|
2020
Q4 | $162M | Buy |
1,220,653
+859
| +0.1% | +$103K | 13.56% | 2 |
|
|
2020
Q3 | $141M | Buy |
1,219,794
+7,822
| +0.6% | +$853K | 13.01% | 2 |
|
|
2020
Q2 | $111M | Buy |
1,211,972
+33,144
| +3% | +$2.57M | 10.94% | 2 |
|
|
2020
Q1 | $74.9M | Sell |
1,178,828
-111,324
| -9% | -$8.19M | 9.91% | 2 |
|
|
2019
Q4 | $94.7M | Buy |
1,290,152
+72,616
| +6% | +$4.67M | 9.2% | 2 |
|
|
2019
Q3 | $68.2M | Sell |
1,217,536
-21,152
| -2% | -$1.11M | 7.37% | 2 |
|
|
2019
Q2 | $61.3M | Sell |
1,238,688
-101,372
| -8% | -$4.94M | 6.59% | 2 |
|
|
2019
Q1 | $63.6M | Buy |
1,340,060
+73,628
| +6% | +$3.12M | 7.74% | 2 |
|
|
2018
Q4 | $49.9M | Sell |
1,266,432
-126,500
| -9% | -$6.13M | 7.85% | 1 |
|
|
2018
Q3 | $78.6M | Sell |
1,392,932
-107,388
| -7% | -$5.59M | 7.43% | 3 |
|
|
2018
Q2 | $69.4M | Sell |
1,500,320
-61,276
| -4% | -$2.78M | 6.78% | 2 |
|
|
2018
Q1 | $65.5M | Sell |
1,561,596
-4,252
| -0.3% | -$183K | 6.78% | 2 |
|
|
2017
Q4 | $66.2M | Buy |
1,565,848
+10,916
| +0.7% | +$456K | 8.59% | 1 |
|
|
2017
Q3 | $59.9M | Sell |
1,554,932
-32,832
| -2% | -$1.27M | 7.87% | 1 |
|
|
2017
Q2 | $57.2M | Sell |
1,587,764
-117,856
| -7% | -$4.36M | 7.53% | 1 |
|
|
2017
Q1 | $61.3M | Sell |
1,705,620
-510,868
| -23% | -$16.8M | 7.97% | 1 |
|
|
2016
Q4 | $64.2M | Sell |
2,216,488
-193,952
| -8% | -$5.5M | 8.12% | 1 |
|
|
2016
Q3 | $68.1M | Sell |
2,410,440
-225,096
| -9% | -$5.96M | 9.09% | 1 |
|
|
2016
Q2 | $63M | Sell |
2,635,536
-151,860
| -5% | -$3.77M | 7.99% | 1 |
|
|
2016
Q1 | $75.9M | Buy |
2,787,396
+2,496
| +0.1% | +$62.2K | 9.33% | 1 |
|
|
2015
Q4 | $73.3M | Buy |
+2,784,900
| New | +$79.6M | 8.3% | 1 |
|
Other funds holding AAPL
Sheaff Brock Investment Advisors's AAPL Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Apple (AAPL) stake by 3.2% in Q1 2025, selling an estimated $3.95M and leaving 519,744 shares worth $115M. The position accounts for 10.59% of the portfolio, ranked #1.
Sheaff Brock Investment Advisors first reported a position in AAPL in Q4 2015 and has held it in 38 quarters since. The position peaked at $201M in Q4 2021. 5,591 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.
- Sheaff Brock Investment Advisors held 519,744 shares of Apple worth $115M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 17,046 Apple shares in Q1 2025, an estimated $3.95M.
- Apple made up 10.59% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #1 holding.
- Sheaff Brock Investment Advisors first reported a position in Apple in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Apple position peaked at $201M in Q4 2021.
- 5,591 funds tracked by Wall St. Rank held Apple as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.