Stephens Inc’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 | $208M | Sell |
816,725
-20,853
| -2% | -$5.43M | 2.6% | 2 |
|
|
2025
Q4 | $228M | Buy |
837,578
+14,172
| +2% | +$3.8M | 2.84% | 1 |
|
|
2025
Q3 | $210M | Buy |
823,406
+16,416
| +2% | +$3.71M | 2.67% | 2 |
|
|
2025
Q2 | $166M | Sell |
806,990
-708
| -0.1% | -$143K | 2.28% | 3 |
|
|
2025
Q1 | $179M | Sell |
807,698
-13,929
| -2% | -$3.23M | 2.63% | 2 |
|
|
2024
Q4 | $206M | Buy |
821,627
+10,829
| +1% | +$2.55M | 2.88% | 2 |
|
|
2024
Q3 | $189M | Buy |
810,798
+13,003
| +2% | +$2.9M | 2.68% | 2 |
|
|
2024
Q2 | $168M | Buy |
797,795
+7,911
| +1% | +$1.48M | 2.56% | 2 |
|
|
2024
Q1 | $135M | Buy |
789,884
+31,970
| +4% | +$5.81M | 2.1% | 2 |
|
|
2023
Q4 | $146M | Sell |
757,914
-11,028
| -1% | -$2.04M | 2.52% | 2 |
|
|
2023
Q3 | $132M | Sell |
768,942
-39,911
| -5% | -$7.32M | 2.52% | 2 |
|
|
2023
Q2 | $157M | Buy |
808,853
+1,079
| +0.1% | +$188K | 2.82% | 2 |
|
|
2023
Q1 | $133M | Sell |
807,774
-32,449
| -4% | -$4.79M | 2.56% | 2 |
|
|
2022
Q4 | $109M | Sell |
840,223
-5,013
| -0.6% | -$716K | 2.24% | 3 |
|
|
2022
Q3 | $117M | Buy |
845,236
+9,731
| +1% | +$1.53M | 2.49% | 2 |
|
|
2022
Q2 | $114M | Sell |
835,505
-37,786
| -4% | -$5.72M | 2.3% | 3 |
|
|
2022
Q1 | $152M | Sell |
873,291
-40,287
| -4% | -$6.77M | 2.49% | 3 |
|
|
2021
Q4 | $162M | Sell |
913,578
-8,772
| -1% | -$1.39M | 2.45% | 2 |
|
|
2021
Q3 | $131M | Sell |
922,350
-38,678
| -4% | -$5.69M | 2.02% | 4 |
|
|
2021
Q2 | $132M | Buy |
961,028
+7,034
| +0.7% | +$911K | 1.97% | 4 |
|
|
2021
Q1 | $117M | Buy |
953,994
+39,221
| +4% | +$5.03M | 1.91% | 4 |
|
|
2020
Q4 | $121M | Sell |
914,773
-7,598
| -0.8% | -$914K | 2.18% | 3 |
|
|
2020
Q3 | $107M | Sell |
922,371
-14,461
| -2% | -$1.58M | 2.1% | 5 |
|
|
2020
Q2 | $85.4M | Sell |
936,832
-97,784
| -9% | -$7.58M | 1.84% | 7 |
|
|
2020
Q1 | $65.8M | Sell |
1,034,616
-180,052
| -15% | -$13.2M | 1.75% | 8 |
|
|
2019
Q4 | $76.3M | Buy |
1,214,668
+153,124
| +14% | +$9.85M | 1.6% | 6 |
|
|
2019
Q3 | $59.4M | Buy |
1,061,544
+4,784
| +0.5% | +$250K | 1.31% | 6 |
|
|
2019
Q2 | $52.3M | Buy |
1,056,760
+13,652
| +1% | +$665K | 1.18% | 9 |
|
|
2019
Q1 | $49.5M | Buy |
1,043,108
+32,748
| +3% | +$1.39M | 1.18% | 8 |
|
|
2018
Q4 | $39.8M | Buy |
1,010,360
+19,428
| +2% | +$942K | 1.13% | 8 |
|
|
2018
Q3 | $55.9M | Buy |
990,932
+1,684
| +0.2% | +$87.7K | 1.39% | 7 |
|
|
2018
Q2 | $45.8M | Sell |
989,248
-29,448
| -3% | -$1.34M | 1.38% | 7 |
|
|
2018
Q1 | $42.7M | Buy |
1,018,696
+38,268
| +4% | +$1.65M | 1.59% | 6 |
|
|
2017
Q4 | $41.5M | Sell |
980,428
-1,772
| -0.2% | -$74K | 1.55% | 6 |
|
|
2017
Q3 | $37.8M | Buy |
982,200
+23,612
| +2% | +$916K | 1.37% | 8 |
|
|
2017
Q2 | $34.5M | Buy |
958,588
+31,388
| +3% | +$1.16M | 1.18% | 8 |
|
|
2017
Q1 | $33.3M | Buy |
927,200
+97,984
| +12% | +$3.23M | 1.21% | 8 |
|
|
2016
Q4 | $24M | Sell |
829,216
-1,272
| -0.2% | -$36.1K | 0.98% | 13 |
|
|
2016
Q3 | $23.5M | Buy |
830,488
+112,280
| +16% | +$2.97M | 1.03% | 11 |
|
|
2016
Q2 | $17.2M | Buy |
718,208
+76,200
| +12% | +$1.89M | 0.77% | 18 |
|
|
2016
Q1 | $17.5M | Buy |
642,008
+55,140
| +9% | +$1.37M | 0.86% | 17 |
|
|
2015
Q4 | $15.4M | Sell |
586,868
-35,204
| -6% | -$1.01M | 0.77% | 21 |
|
|
2015
Q3 | $17.2M | Buy |
622,072
+40,676
| +7% | +$1.19M | 0.89% | 10 |
|
|
2015
Q2 | $18.2M | Buy |
581,396
+17,048
| +3% | +$545K | 0.83% | 12 |
|
|
2015
Q1 | $17.6M | Buy |
564,348
+4,804
| +0.9% | +$145K | 0.8% | 13 |
|
|
2014
Q4 | $15.4M | Buy |
559,544
+3,016
| +0.5% | +$82.1K | 0.73% | 15 |
|
|
2014
Q3 | $14M | Sell |
556,528
-22,020
| -4% | -$540K | 0.69% | 19 |
|
|
2014
Q2 | $13.4M | Buy |
578,548
+17,372
| +3% | +$370K | 0.68% | 18 |
|
|
2014
Q1 | $10.8M | Buy |
561,176
+92,372
| +20% | +$1.76M | 0.59% | 20 |
|
|
2013
Q4 | $9.39M | Buy |
468,804
+36,792
| +9% | +$695K | 0.47% | 29 |
|
|
2013
Q3 | $7.36M | Buy |
432,012
+4,424
| +1% | +$73.4K | 0.4% | 34 |
|
|
2013
Q2 | $6.05M | Buy |
+427,588
| New | +$6.58M | 0.34% | 44 |
|
Other funds holding AAPL
VCM
VPM
Stephens Inc's AAPL Position: Q1 2026 in Review
Stephens Inc reduced its Apple (AAPL) stake by 2.5% in Q1 2026, selling an estimated $5.43M and leaving 816,725 shares worth $208M. The position accounts for 2.6% of the portfolio, ranked #2.
Stephens Inc first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $228M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Stephens Inc held 816,725 shares of Apple worth $208M as of Q1 2026.
- Stephens Inc sold 20,853 Apple shares in Q1 2026, an estimated $5.43M.
- Apple made up 2.6% of Stephens Inc's portfolio in Q1 2026, its #2 holding.
- Stephens Inc first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Stephens Inc's Apple position peaked at $228M in Q4 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.