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AAPLAAPL
30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in APPLE INC

Steward Partners Investment Advisory, LLC holds 2.3M shares of AAPL (APPLE INC), worth $657.8M as of 2026-Q2. The position was decreased (-7.5% shares). AAPL represents 3.4% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$657.8M

Current Shares

2.3M

Total Value Change

+$582.1M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.3M
-7.5%
$657.8M3.4%$289.11
0
2026-Q1
Increased
2.5M
+10.3%
$623.7M3.2%$253.34
64
2025-Q4
Increased
2.2M
+1.3%
$605.8M3.3%$271.12
58
2025-Q3
Increased
2.2M
+5.2%
$560M3.2%$253.69
61
2025-Q2
Decreased
2.1M
-2.7%
$428.9M3.4%$204.18
0
2025-Q1
Decreased
2.1M
-1.1%
$477M4.2%$220.77
0
2024-Q4
Increased
2.2M
+1.4%
$544M4.8%$248.62
58
2024-Q3
Increased
2.1M
+6.2%
$499.4M4.6%$231.07
61
2024-Q2
Increased
2M
+1.4%
$425M4.5%$208.63
58
2024-Q1
Increased
2M
+1.7%
$341.3M3.8%$169.63
58
2023-Q4
Increased
2M
+1.7%
$376.9M5.1%$190.21
61
2023-Q3
Increased
1.9M
+3.4%
$329.7M5.1%$168.93
62
2023-Q2
Increased
1.9M
+0.3%
$361.2M5.4%$191.12
60
2023-Q1
Increased
1.9M
+0.2%
$306.2M4.9%$162.26
57
2022-Q4
Decreased
1.9M
-1.2%
$240.7M4.1%$127.65
0
2022-Q3
Increased
1.9M
+2.3%
$259M4.8%$135.55
58
2022-Q2
Increased
1.8M
+0.3%
$250.5M4.6%$133.91
56
2022-Q1
Decreased
1.8M
-1.9%
$319M4.9%$170.78
0
2021-Q4
Increased
1.9M
+2.2%
$330.6M5.0%$173.45
61
2021-Q3
Increased
1.8M
+2.6%
$257.8M4.4%$138.02
58
2021-Q2
Decreased
1.8M
-58.6%
$243.2M4.1%$133.39
0
2021-Q1
Increased
4.3M
+142.6%
$262.3B4.6%$118.76
94
2020-Q4
Decreased
1.8M
-1.0%
$234.7M5.1%$128.82
0
2020-Q3
Increased
1.8M
+314.3%
$206.9M5.2%$112.24
96
2020-Q2
Increased
431,112
+3.4%
$157.3M4.5%$88.23
58
2020-Q1
Increased
416,920
+1.8%
$106M3.9%$61.33
56
2019-Q4
Decreased
409,668
-0.1%
$120.3M3.6%$70.66
0
2019-Q3
Increased
409,858
+3.5%
$91.8M3.1%$53.73
57
2019-Q2
Decreased
396,012
-0.6%
$78.4M2.9%$47.30
0
2019-Q1
New
398,493
-
$75.7M3.2%$45.22
82

Other major holders of AAPL: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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