Stifel Financial’s Apple AAPL Stock Holding History

Stifel Financial’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
2014 Q4	–	Sell	-18,000	Closed	-$486K	–	2316
2014 Q3	$486K	Buy	+18,000	New	+$442K	﹤0.01%	1542

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stifel Financial's AAPL Position: Q2 2026 in Review

Stifel Financial reduced its Apple (AAPL) stake by 0.34% in Q2 2026, selling an estimated $10.8M and leaving 11,015,826 shares worth $3.19B. The position accounts for 2.65% of the portfolio, ranked #2.

Stifel Financial first reported a position in AAPL in Q1 2014 and has held it in 50 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Stifel Financial held 11,015,826 shares of Apple worth $3.19B as of Q2 2026.
Stifel Financial sold 37,630 Apple shares in Q2 2026, an estimated $10.8M.
Apple made up 2.65% of Stifel Financial's portfolio in Q2 2026, its #2 holding.
Stifel Financial first reported a position in Apple in Q1 2014 and has held it in 50 quarters since.
6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.