Stifel Financial’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.34B | Sell |
11,419,668
-104,237
| -0.9% | -$21.4M | 2.28% | 3 |
|
2025
Q1 | $2.56B | Sell |
11,523,905
-354,731
| -3% | -$78.8M | 2.72% | 2 |
|
2024
Q4 | $2.97B | Buy |
11,878,636
+96,906
| +0.8% | +$24.3M | 3.1% | 2 |
|
2024
Q3 | $2.75B | Buy |
11,781,730
+109,676
| +0.9% | +$25.6M | 2.88% | 2 |
|
2024
Q2 | $2.46B | Buy |
11,672,054
+364,829
| +3% | +$76.8M | 2.77% | 2 |
|
2024
Q1 | $1.94B | Sell |
11,307,225
-221
| -0% | -$37.9K | 2.21% | 2 |
|
2023
Q4 | $2.18B | Sell |
11,307,446
-95,747
| -0.8% | -$18.4M | 2.74% | 2 |
|
2023
Q3 | $1.95B | Sell |
11,403,193
-159,536
| -1% | -$27.3M | 2.74% | 2 |
|
2023
Q2 | $2.24B | Sell |
11,562,729
-742,123
| -6% | -$144M | 3.07% | 2 |
|
2023
Q1 | $2.03B | Sell |
12,304,852
-874,472
| -7% | -$144M | 2.91% | 2 |
|
2022
Q4 | $1.71B | Sell |
13,179,324
-144,057
| -1% | -$18.7M | 2.57% | 2 |
|
2022
Q3 | $1.84B | Sell |
13,323,381
-121,720
| -0.9% | -$16.8M | 3.02% | 1 |
|
2022
Q2 | $1.84B | Sell |
13,445,101
-182,690
| -1% | -$25M | 2.88% | 2 |
|
2022
Q1 | $2.38B | Sell |
13,627,791
-189,655
| -1% | -$33.1M | 3.25% | 1 |
|
2021
Q4 | $2.45B | Buy |
13,817,446
+385
| +0% | +$68.4K | 3.24% | 2 |
|
2021
Q3 | $1.96B | Sell |
13,817,061
-139,938
| -1% | -$19.8M | 2.87% | 2 |
|
2021
Q2 | $1.91B | Buy |
13,956,999
+217,624
| +2% | +$29.8M | 2.86% | 2 |
|
2021
Q1 | $1.68B | Sell |
13,739,375
-220,014
| -2% | -$26.9M | 2.77% | 1 |
|
2020
Q4 | $1.85B | Buy |
13,959,389
+90,560
| +0.7% | +$12M | 3.3% | 1 |
|
2020
Q3 | $1.61B | Buy |
13,868,829
+10,354,432
| +295% | +$1.2B | 3.3% | 1 |
|
2020
Q2 | $1.28B | Buy |
3,514,397
+52,153
| +2% | +$19M | 2.95% | 2 |
|
2020
Q1 | $882M | Sell |
3,462,244
-432,288
| -11% | -$110M | 2.43% | 2 |
|
2019
Q4 | $1.14B | Buy |
3,894,532
+283,040
| +8% | +$83.1M | 2.38% | 2 |
|
2019
Q3 | $808M | Sell |
3,611,492
-25,794
| -0.7% | -$5.77M | 2.06% | 3 |
|
2019
Q2 | $721M | Sell |
3,637,286
-24,866
| -0.7% | -$4.93M | 1.86% | 3 |
|
2019
Q1 | $696M | Buy |
3,662,152
+71,468
| +2% | +$13.6M | 1.97% | 1 |
|
2018
Q4 | $567M | Sell |
3,590,684
-151,494
| -4% | -$23.9M | 1.83% | 2 |
|
2018
Q3 | $845M | Sell |
3,742,178
-24,100
| -0.6% | -$5.44M | 2.42% | 2 |
|
2018
Q2 | $697M | Sell |
3,766,278
-9,424
| -0.2% | -$1.75M | 2.14% | 2 |
|
2018
Q1 | $634M | Sell |
3,775,702
-58,668
| -2% | -$9.85M | 2% | 2 |
|
2017
Q4 | $649M | Sell |
3,834,370
-49,384
| -1% | -$8.36M | 2.06% | 2 |
|
2017
Q3 | $598M | Sell |
3,883,754
-46,306
| -1% | -$7.14M | 2.08% | 1 |
|
2017
Q2 | $566M | Sell |
3,930,060
-85,686
| -2% | -$12.3M | 2.09% | 1 |
|
2017
Q1 | $577M | Sell |
4,015,746
-78,682
| -2% | -$11.3M | 2.23% | 1 |
|
2016
Q4 | $474M | Sell |
4,094,428
-53,144
| -1% | -$6.16M | 2.01% | 1 |
|
2016
Q3 | $469M | Sell |
4,147,572
-179,452
| -4% | -$20.3M | 2.11% | 1 |
|
2016
Q2 | $414M | Buy |
4,327,024
+218,844
| +5% | +$20.9M | 1.91% | 2 |
|
2016
Q1 | $448M | Buy |
4,108,180
+21,896
| +0.5% | +$2.39M | 2.39% | 1 |
|
2015
Q4 | $430M | Buy |
4,086,284
+29,741
| +0.7% | +$3.13M | 2.24% | 1 |
|
2015
Q3 | $447M | Buy |
4,056,543
+170,240
| +4% | +$18.8M | 2.51% | 1 |
|
2015
Q2 | $487M | Buy |
3,886,303
+416,532
| +12% | +$52.2M | 2.52% | 1 |
|
2015
Q1 | $432M | Buy |
3,469,771
+60,440
| +2% | +$7.52M | 2.36% | 1 |
|
2014
Q4 | $376M | Buy |
3,409,331
+1,257,731
| +58% | +$139M | 2.09% | 1 |
|
2014
Q3 | $217M | Buy |
2,151,600
+117,415
| +6% | +$11.8M | 1.9% | 2 |
|
2014
Q2 | $189M | Buy |
2,034,185
+1,744,098
| +601% | +$162M | 1.7% | 2 |
|
2014
Q1 | $156M | Buy |
+290,087
| New | +$156M | 1.49% | 2 |
|