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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
2020
Q3 		– Sell
-6,000
Closed -$547K – 463
2020
Q2 		$547K Buy
+6,000
New +$465K 0.05% 213

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
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. 5,591 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.