Stifel Financial
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stifel Financial's AAPL Position: Q1 2026 in Review

Stifel Financial reduced its Apple (AAPL) stake by 2.2% in Q1 2026, selling an estimated $64.9M and leaving 11,053,456 shares worth $2.81B. The position accounts for 2.58% of the portfolio, ranked #2.

Stifel Financial first reported a position in AAPL in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.07B in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Stifel Financial held 11,053,456 shares of Apple worth $2.81B as of Q1 2026.
  • Stifel Financial sold 249,462 Apple shares in Q1 2026, an estimated $64.9M.
  • Apple made up 2.58% of Stifel Financial's portfolio in Q1 2026, its #2 holding.
  • Stifel Financial first reported a position in Apple in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Apple position peaked at $3.07B in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.