Shufro Rose & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49.8M | Buy |
196,063
+3,206
| +2% | +$834K | 3.38% | 6 |
|
|
2025
Q4 | $52.4M | Buy |
192,857
+10,617
| +6% | +$2.85M | 3.55% | 6 |
|
|
2025
Q3 | $40.5M | Sell |
182,240
-1,184
| -0.6% | -$267K | 3.31% | 7 |
|
|
2025
Q2 | $40.7M | Sell |
183,424
-5,777
| -3% | -$1.17M | 3.27% | 7 |
|
|
2025
Q1 | $42M | Sell |
189,201
-1,881
| -1% | -$436K | 3.32% | 6 |
|
|
2024
Q4 | $47.9M | Sell |
191,082
-1,073
| -0.6% | -$253K | 3.7% | 3 |
|
|
2024
Q3 | $40.5M | Hold |
192,155
| – | – | 3.28% | 5 |
|
|
2024
Q2 | $40.5M | Sell |
192,155
-773
| -0.4% | -$144K | 3.28% | 5 |
|
|
2024
Q1 | $33.1M | Buy |
192,928
+1,738
| +0.9% | +$316K | 2.73% | 9 |
|
|
2023
Q4 | $32.7M | Sell |
191,190
-635
| -0.3% | -$117K | 3.11% | 6 |
|
|
2023
Q3 | $32.8M | Sell |
191,825
-994
| -0.5% | -$182K | 3.1% | 6 |
|
|
2023
Q2 | $37.4M | Buy |
192,819
+638
| +0.3% | +$111K | 3.42% | 5 |
|
|
2023
Q1 | $31.7M | Sell |
192,181
-21,285
| -10% | -$3.14M | 2.93% | 7 |
|
|
2022
Q4 | $27.7M | Sell |
213,466
-546
| -0.3% | -$78K | 2.34% | 8 |
|
|
2022
Q3 | $29.6M | Sell |
214,012
-5,715
| -3% | -$897K | 2.95% | 6 |
|
|
2022
Q2 | $30M | Buy |
219,727
+241
| +0.1% | +$36.5K | 2.6% | 9 |
|
|
2022
Q1 | $38.3M | Sell |
219,486
-6,405
| -3% | -$1.08M | 2.96% | 6 |
|
|
2021
Q4 | $40.1M | Sell |
225,891
-3,906
| -2% | -$617K | 2.9% | 8 |
|
|
2021
Q3 | $32.5M | Sell |
229,797
-17,267
| -7% | -$2.54M | 2.55% | 11 |
|
|
2021
Q2 | $33.8M | Sell |
247,064
-5,103
| -2% | -$661K | 2.55% | 11 |
|
|
2021
Q1 | $30.8M | Sell |
252,167
-11,412
| -4% | -$1.46M | 2.44% | 11 |
|
|
2020
Q4 | $35M | Buy |
263,579
+11,491
| +5% | +$1.38M | 2.93% | 7 |
|
|
2020
Q3 | $29.2M | Sell |
252,088
-8,948
| -3% | -$976K | 2.81% | 8 |
|
|
2020
Q2 | $23.8M | Buy |
261,036
+9,940
| +4% | +$770K | 2.35% | 13 |
|
|
2020
Q1 | $16M | Sell |
251,096
-12,768
| -5% | -$939K | 1.9% | 17 |
|
|
2019
Q4 | $19.4M | Sell |
263,864
-1,968
| -0.7% | -$127K | 1.75% | 19 |
|
|
2019
Q3 | $14.9M | Sell |
265,832
-2,952
| -1% | -$154K | 1.47% | 24 |
|
|
2019
Q2 | $13.3M | Buy |
268,784
+1,008
| +0.4% | +$49.1K | 1.29% | 27 |
|
|
2019
Q1 | $12.7M | Sell |
267,776
-2,880
| -1% | -$122K | 1.27% | 26 |
|
|
2018
Q4 | $10.7M | Sell |
270,656
-3,836
| -1% | -$186K | 1.18% | 28 |
|
|
2018
Q3 | $15.5M | Sell |
274,492
-8,276
| -3% | -$431K | 1.44% | 17 |
|
|
2018
Q2 | $13.1M | Sell |
282,768
-10,032
| -3% | -$455K | 1.25% | 24 |
|
|
2018
Q1 | $12.3M | Sell |
292,800
-10,184
| -3% | -$438K | 1.21% | 26 |
|
|
2017
Q4 | $12.8M | Sell |
302,984
-1,404
| -0.5% | -$58.7K | 1.26% | 25 |
|
|
2017
Q3 | $11.7M | Sell |
304,388
-8
| -0% | -$310 | 1.18% | 25 |
|
|
2017
Q2 | $11M | Sell |
304,396
-2,200
| -0.7% | -$81.3K | 1.17% | 26 |
|
|
2017
Q1 | $11M | Buy |
306,596
+22,248
| +8% | +$733K | 1.19% | 26 |
|
|
2016
Q4 | $8.23M | Buy |
284,348
+492
| +0.2% | +$13.9K | 0.92% | 31 |
|
|
2016
Q3 | $8.67M | Sell |
283,856
-23,380
| -8% | -$619K | 0.97% | 35 |
|
|
2016
Q2 | $7.34M | Sell |
307,236
-6,616
| -2% | -$164K | 0.81% | 41 |
|
|
2016
Q1 | $8.55M | Buy |
313,852
+28,784
| +10% | +$717K | 0.96% | 34 |
|
|
2015
Q4 | $7.5M | Sell |
285,068
-1,516
| -0.5% | -$43.3K | 0.86% | 37 |
|
|
2015
Q3 | $7.9M | Buy |
286,584
+664
| +0.2% | +$19.5K | 0.95% | 36 |
|
|
2015
Q2 | $8.96M | Sell |
285,920
-908
| -0.3% | -$29K | 0.95% | 39 |
|
|
2015
Q1 | $8.92M | Sell |
286,828
-1,988
| -0.7% | -$60K | 0.92% | 39 |
|
|
2014
Q4 | $7.97M | Sell |
288,816
-32
| -0% | -$871 | 0.81% | 46 |
|
|
2014
Q3 | $7.28M | Sell |
288,848
-51,276
| -15% | -$1.26M | 0.75% | 48 |
|
|
2014
Q2 | $7.9M | Buy |
340,124
+2,976
| +0.9% | +$63.3K | 0.81% | 47 |
|
|
2014
Q1 | $6.46M | Sell |
337,148
-3,444
| -1% | -$65.5K | 0.68% | 53 |
|
|
2013
Q4 | $6.82M | Buy |
340,592
+364
| +0.1% | +$6.88K | 0.72% | 46 |
|
|
2013
Q3 | $5.79M | Buy |
340,228
+1,820
| +0.5% | +$30.2K | 0.66% | 49 |
|
|
2013
Q2 | $4.79M | Buy |
+338,408
| New | +$5.21M | 0.57% | 52 |
|
Other funds holding AAPL
VCM
VPM
Shufro Rose & Co's AAPL Position: Q1 2026 in Review
Shufro Rose & Co increased its Apple (AAPL) stake by 1.7% in Q1 2026, buying an estimated $834K and bringing the position to 196,063 shares worth $49.8M. The position accounts for 3.38% of the portfolio, ranked #6.
Shufro Rose & Co first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $52.4M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Shufro Rose & Co held 196,063 shares of Apple worth $49.8M as of Q1 2026.
- Shufro Rose & Co bought 3,206 Apple shares in Q1 2026, an estimated $834K.
- Apple made up 3.38% of Shufro Rose & Co's portfolio in Q1 2026, its #6 holding.
- Shufro Rose & Co first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Shufro Rose & Co's Apple position peaked at $52.4M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.