Shufro Rose & Co’s Apple AAPL Stock Holding History

Shufro Rose & Co’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	–	Hold	0	–	-$431K	–	316
2026 Q1	–	Hold	0	–	–	–	196
2025 Q4	–	Hold	0	–	-$222K	–	301
2025 Q3	–	Hold	0	–	–	–	272
2025 Q2	–	Hold	0	–	–	–	270
2025 Q1	–	Hold	0	–	–	–	272
2023 Q4	–	Hold	0	–	-$171K	–	306
2023 Q3	–	Hold	0	–	–	–	278
2023 Q2	–	Hold	0	–	–	–	230
2023 Q1	–	Hold	0	–	–	–	215
2022 Q2	–	Sell	-2,000	Closed	-$349K	–	321
2022 Q1	$349K	Buy	+2,000	New	+$336K	0.03%	221
2021 Q3	–	Sell	-5,000	Closed	-$685K	–	298
2021 Q2	$685K	Buy	5,000 +3,000	+150%	+$389K	0.05%	141
2021 Q1	$244K	Buy	+2,000	New	+$257K	0.02%	242
2020 Q4	–	Sell	-4,000	Closed	-$464K	–	289
2020 Q3	$464K	Sell	4,000 -2,000	-33%	-$218K	0.04%	164
2020 Q2	$547K	Sell	6,000 -9,200	-61%	-$713K	0.05%	142
2020 Q1	$965K	Buy	15,200 +9,200	+153%	+$677K	0.12%	96
2019 Q4	$440K	Hold	6,000	–	–	0.04%	181
2019 Q3	$336K	Hold	6,000	–	–	0.03%	206
2019 Q2	$297K	Buy	+6,000	New	+$292K	0.03%	222
2018 Q4	–	Sell	-6,000	Closed	-$339K	–	300
2018 Q3	$339K	Buy	+6,000	New	+$312K	0.03%	219

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Shufro Rose & Co's AAPL Position: Q2 2026 in Review

Shufro Rose & Co increased its Apple (AAPL) stake by 0.64% in Q2 2026, buying an estimated $359K and bringing the position to 197,318 shares worth $57.1M. The position accounts for 3.28% of the portfolio, ranked #6.

Shufro Rose & Co first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Shufro Rose & Co held 197,318 shares of Apple worth $57.1M as of Q2 2026.
Shufro Rose & Co bought 1,255 Apple shares in Q2 2026, an estimated $359K.
Apple made up 3.28% of Shufro Rose & Co's portfolio in Q2 2026, its #6 holding.
Shufro Rose & Co first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.