Sheaff Brock Investment Advisors’s Apple AAPL Stock Holding History

Sheaff Brock Investment Advisors’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
2024 Q1	–	Hold	0	–	-$289K	–	510
2023 Q4	–	Hold	0	–	–	–	350
2023 Q3	–	Hold	0	–	–	–	356
2023 Q2	–	Sell	-2,300	Closed	-$401K	–	397
2023 Q1	$379K	Sell	2,300 -1,700	-43%	-$251K	0.03%	309
2022 Q4	$520K	Buy	+4,000	New	+$572K	0.05%	245
2022 Q3	–	Hold	0	–	–	–	220
2022 Q2	–	Sell	-4,400	Closed	-$666K	–	129
2022 Q1	$769K	Sell	4,400 -200	-4%	-$33.6K	0.05%	218
2021 Q4	$818K	Buy	+4,600	New	+$727K	0.05%	205
2020 Q4	–	Sell	-11,200	Closed	-$1.3M	–	483
2020 Q3	$1.3M	Buy	+11,200	New	+$1.22M	0.12%	113
2020 Q2	–	Sell	-6,000	Closed	-$381K	–	457
2020 Q1	$381K	Buy	+6,000	New	+$441K	0.05%	224
2019 Q4	–	Sell	-30,000	Closed	-$1.68M	–	477
2019 Q3	$1.68M	Buy	+30,000	New	+$1.57M	0.18%	82
2018 Q4	–	Sell	-4,400	Closed	-$248K	–	476
2018 Q3	$248K	Buy	+4,400	New	+$229K	0.02%	396

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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. 5,592 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.
5,592 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.