Steward Partners Investment Advisory’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 | $624M | Buy |
2,457,406
+229,134
| +10% | +$59.6M | 3.18% | 2 |
|
|
2025
Q4 | $606M | Buy |
2,228,272
+28,887
| +1% | +$7.75M | 3.32% | 1 |
|
|
2025
Q3 | $560M | Buy |
2,199,385
+109,089
| +5% | +$24.6M | 3.21% | 2 |
|
|
2025
Q2 | $429M | Sell |
2,090,296
-57,147
| -3% | -$11.5M | 3.35% | 1 |
|
|
2025
Q1 | $477M | Sell |
2,147,443
-24,847
| -1% | -$5.76M | 4.22% | 1 |
|
|
2024
Q4 | $544M | Buy |
2,172,290
+29,021
| +1% | +$6.84M | 4.83% | 1 |
|
|
2024
Q3 | $499M | Buy |
2,143,269
+125,229
| +6% | +$28M | 4.61% | 1 |
|
|
2024
Q2 | $425M | Buy |
2,018,040
+27,652
| +1% | +$5.16M | 4.48% | 1 |
|
|
2024
Q1 | $341M | Buy |
1,990,388
+32,644
| +2% | +$5.94M | 3.76% | 1 |
|
|
2023
Q4 | $377M | Buy |
1,957,744
+32,099
| +2% | +$5.93M | 5.1% | 1 |
|
|
2023
Q3 | $330M | Buy |
1,925,645
+63,625
| +3% | +$11.7M | 5.07% | 1 |
|
|
2023
Q2 | $361M | Buy |
1,862,020
+5,214
| +0.3% | +$909K | 5.42% | 1 |
|
|
2023
Q1 | $306M | Buy |
1,856,806
+4,475
| +0.2% | +$660K | 4.9% | 1 |
|
|
2022
Q4 | $241M | Sell |
1,852,331
-22,052
| -1% | -$3.15M | 4.1% | 1 |
|
|
2022
Q3 | $259M | Buy |
1,874,383
+41,982
| +2% | +$6.59M | 4.84% | 1 |
|
|
2022
Q2 | $251M | Buy |
1,832,401
+5,752
| +0.3% | +$871K | 4.59% | 1 |
|
|
2022
Q1 | $319M | Sell |
1,826,649
-35,029
| -2% | -$5.89M | 4.94% | 1 |
|
|
2021
Q4 | $331M | Buy |
1,861,678
+39,743
| +2% | +$6.28M | 5.02% | 1 |
|
|
2021
Q3 | $258M | Buy |
1,821,935
+46,537
| +3% | +$6.85M | 4.43% | 1 |
|
|
2021
Q2 | $243M | Sell |
1,775,398
-370,209
| -17% | -$48M | 4.11% | 1 |
|
|
2021
Q1 | $262M | Buy |
2,145,607
+376,701
| +21% | +$48.4M | 4.61% | 1 |
|
|
2020
Q4 | $235M | Sell |
1,768,906
-17,320
| -1% | -$2.08M | 5.08% | 1 |
|
|
2020
Q3 | $207M | Buy |
1,786,226
+61,778
| +4% | +$6.74M | 5.21% | 1 |
|
|
2020
Q2 | $157M | Buy |
1,724,448
+56,768
| +3% | +$4.4M | 4.48% | 1 |
|
|
2020
Q1 | $106M | Buy |
1,667,680
+29,008
| +2% | +$2.13M | 3.88% | 1 |
|
|
2019
Q4 | $120M | Sell |
1,638,672
-760
| -0% | -$48.9K | 3.55% | 1 |
|
|
2019
Q3 | $91.8M | Buy |
1,639,432
+55,384
| +3% | +$2.9M | 3.09% | 1 |
|
|
2019
Q2 | $78.4M | Sell |
1,584,048
-9,924
| -0.6% | -$484K | 2.88% | 1 |
|
|
2019
Q1 | $75.7M | Buy |
1,593,972
+62,364
| +4% | +$2.65M | 3.21% | 1 |
|
|
2018
Q4 | $60.4M | Buy |
1,531,608
+134,484
| +10% | +$6.52M | 2.94% | 1 |
|
|
2018
Q3 | $78.8M | Buy |
1,397,124
+102,060
| +8% | +$5.31M | 3.76% | 1 |
|
|
2018
Q2 | $59.9M | Buy |
1,295,064
+97,656
| +8% | +$4.43M | 3.58% | 1 |
|
|
2018
Q1 | $50.2M | Buy |
1,197,408
+53,712
| +5% | +$2.31M | 3.44% | 2 |
|
|
2017
Q4 | $48.4M | Buy |
1,143,696
+223,496
| +24% | +$9.34M | 3.7% | 2 |
|
|
2017
Q3 | $35.5M | Buy |
920,200
+59,332
| +7% | +$2.3M | 3.61% | 2 |
|
|
2017
Q2 | $31M | Buy |
860,868
+104,524
| +14% | +$3.86M | 3.48% | 2 |
|
|
2017
Q1 | $27.2M | Buy |
756,344
+517,996
| +217% | +$17.1M | 4.11% | 2 |
|
|
2016
Q4 | $6.9M | Buy |
+238,348
| New | +$6.76M | 3.15% | 2 |
|
Other funds holding AAPL
VCM
VPM
Steward Partners Investment Advisory's AAPL Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Apple (AAPL) stake by 10% in Q1 2026, buying an estimated $59.6M and bringing the position to 2,457,406 shares worth $624M. The position accounts for 3.18% of the portfolio, ranked #2.
Steward Partners Investment Advisory first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Steward Partners Investment Advisory held 2,457,406 shares of Apple worth $624M as of Q1 2026.
- Steward Partners Investment Advisory bought 229,134 Apple shares in Q1 2026, an estimated $59.6M.
- Apple made up 3.18% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2 holding.
- Steward Partners Investment Advisory first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.