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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Hold	–	-$273K	–	563
2022 Q2	–	Hold	–	–	–	55
2022 Q1	–	Hold	–	–	–	51
2021 Q4	–	Hold	–	–	–	56

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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.