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Stephens Consulting’s Apple AAPL Stock Holding History

Stephens Consulting’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
2025
Q4 		$3.31M Sell
12,191
-36
-0.3% -$9.66K 1.07% 14
2025
Q3 		$3.11M Buy
12,227
+1,862
+18% +$421K 1.07% 14
2025
Q2 		$2.13M Sell
10,365
-1,846
-15% -$373K 0.5% 28
2025
Q1 		$2.71M Buy
12,211
+487
+4% +$113K 0.68% 23
2024
Q4 		$2.94M Sell
11,724
-382
-3% -$90K 0.73% 24
2024
Q3 		$2.82M Buy
12,106
+39
+0.3% +$8.71K 0.72% 24
2024
Q2 		$2.54M Sell
12,067
-1,022
-8% -$191K 0.72% 21
2024
Q1 		$2.24M Sell
13,089
-1,545
-11% -$281K 0.69% 21
2023
Q4 		$2.82M Buy
14,634
+4,391
+43% +$811K 0.95% 16
2023
Q3 		$1.75M Sell
10,243
-155
-1% -$28.4K 0.71% 19
2023
Q2 		$2.02M Sell
10,398
-4,749
-31% -$828K 0.8% 16
2023
Q1 		$2.5M Sell
15,147
-94
-0.6% -$13.9K 1.51% 14
2022
Q4 		$1.98M Buy
15,241
+96
+0.6% +$13.7K 1.31% 15
2022
Q3 		$2.09M Sell
15,145
-306
-2% -$48K 1.88% 10
2022
Q2 		$2.11M Buy
15,451
+42
+0.3% +$6.36K 1.72% 8
2022
Q1 		$2.69M Sell
15,409
-569
-4% -$95.7K 2.2% 6
2021
Q4 		$2.84M Buy
+15,978
New +$2.53M 2.35% 6

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stephens Consulting's AAPL Position: Q4 2025 in Review

Stephens Consulting reduced its Apple (AAPL) stake by 0.29% in Q4 2025, selling an estimated $9.66K and leaving 12,191 shares worth $3.31M. The position accounts for 1.07% of the portfolio, ranked #14.

Stephens Consulting first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Stephens Consulting held 12,191 shares of Apple worth $3.31M as of Q4 2025.
  • Stephens Consulting sold 36 Apple shares in Q4 2025, an estimated $9.66K.
  • Apple made up 1.07% of Stephens Consulting's portfolio in Q4 2025, its #14 holding.
  • Stephens Consulting first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.