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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

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. 6,073 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.
6,073 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.