RAYMOND JAMES FINANCIAL INC AAPL — APPLE INC

Ownership history in RAYMOND JAMES FINANCIAL INC  ·  24 quarters on record

AI Ownership Summary

RAYMOND JAMES FINANCIAL INC reported APPLE INC (AAPL) in 24 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 2.82% in 2026 Q3. The latest visible filing shows AAPL at 2.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RAYMOND JAMES FINANCIAL INC's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AAPL was reported at 2.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.82% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AAPL stock page RAYMOND JAMES FINANCIAL INC fund profile RAYMOND JAMES FINANCIAL INC full holdings
How RAYMOND JAMES FINANCIAL INC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 24 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 31,819,036 +31,775,436 +72879.4% 2.82% $10.60B 2026-11-12 $354.88
2026 Q3 ADDED — — — 43,600 +43,100 +8620.0% 0.00% $11.3M 2026-11-12 $354.88
2026 Q3 REDUCED — — — 500 -30,920,218 -100.0% 0.00% $141K 2026-11-12 $354.88
2026 Q2 ADDED — — — 30,920,718 +30,879,118 +74228.6% 2.43% $8.95B 2026-08-14 $305.70
2026 Q2 ADDED — — — 41,600 +41,100 +8220.0% 0.00% $10.1M 2026-08-14 $305.70
2026 Q2 REDUCED 100.0% +17.1% ❌ 500 -30,137,739 -100.0% 0.00% $90K 2026-08-14 $305.70
2026 Q1 ADDED — — — 30,138,239 +30,106,439 +94674.3% 2.36% $7.65B 2026-05-14 $297.73
2026 Q1 ADDED — — — 31,800 +28,800 +960.0% 0.00% $7.2M 2026-05-14 $297.73
2026 Q1 REDUCED 100.0% +11.1% ❌ 3,000 -30,051,951 -100.0% 0.00% $680K 2026-05-14 $297.73
2025 Q4 ADDED — — — 30,054,951 +30,029,351 +117302.2% 2.54% $8.17B 2026-02-18 $263.68
2025 Q4 ADDED — — — 25,600 +24,600 +2460.0% 0.00% $5.9M 2026-02-18 $263.68
2025 Q4 REDUCED 100.0% -6.6% ✅ 1,000 -29,750,127 -100.0% 0.00% $180K 2026-02-18 $263.68
2025 Q3 ADDED — — — 29,751,127 +29,740,827 +288745.9% 2.44% $7.58B 2025-11-14 $271.46
2025 Q3 ADDED — — — 10,300 +9,300 +930.0% 0.00% $1.9M 2025-11-14 $271.46
2025 Q3 REDUCED 100.0% +7.6% ❌ 1,000 -29,214,988 -100.0% 0.00% $180K 2025-11-14 $271.46
2025 Q2 ADDED — — — 29,215,988 +29,204,588 +256180.6% 2.06% $5.99B 2025-08-14 $231.75
2025 Q2 ADDED — — — 11,400 +10,400 +1040.0% 0.00% $2.2M 2025-08-14 $231.75
2025 Q2 REDUCED 100.0% +24.1% ❌ 1,000 -29,413,200 -100.0% 0.00% $170K 2025-08-14 $231.75
2025 Q1 ADDED — — — 29,414,200 +29,397,400 +174984.5% 2.46% $6.53B 2025-05-13 $211.74
2025 Q1 ADDED — — — 16,800 +15,800 +1580.0% 0.00% $3.3M 2025-05-13 $211.74
2025 Q1 REDUCED 100.0% -7.5% ✅ 1,000 -29,761,374 -100.0% 0.00% $170K 2025-05-13 $211.74
2024 Q4 ADDED — — — 29,762,374 +29,755,774 +450845.1% 2.77% $7.45B 2025-02-06 $231.36
2024 Q4 ADDED — — — 6,600 +4,600 +230.0% 0.00% $1.3M 2025-02-06 $231.36
2024 Q4 INITIATED — — — 2,000 — — 0.00% $340K 2025-02-06 $231.36

🏢 Other funds also holding AAPL

As of 2026 Q3 — sorted by position size

GLP Holdings LLLP 96.19% Prospect Hill Management, LLC 3Y 61.31% INDEPENDENT INVESTORS INC 3Y 7Y 58.28% Hoffman, Alan N Investment Management 3Y 54.14% OAKLAND FINANCIAL CORP 51.8% Circle Wealth Management, LLC 3Y 7Y 44.57% Jessup Wealth Management, Inc 3Y 34.52% FIDUCIARY FAMILY OFFICE, LLC 33.65% Mullaney, Keating & Wright, Inc. 33.17% Performance Wealth Partners, LLC 3Y 31.0%

FAQ About RAYMOND JAMES FINANCIAL INC and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has RAYMOND JAMES FINANCIAL INC reported owning AAPL?

RAYMOND JAMES FINANCIAL INC reported AAPL across 24 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported AAPL position in RAYMOND JAMES FINANCIAL INC's portfolio?

The largest reported portfolio weight for AAPL was 2.82% in 2026 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q3, when RAYMOND JAMES FINANCIAL INC reported 31,819,036 shares, equal to 2.82% of portfolio, with an estimated market value of $10.60B.

What does the chart on this AAPL ownership page compare?

The chart compares RAYMOND JAMES FINANCIAL INC's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RAYMOND JAMES FINANCIAL INC time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, RAYMOND JAMES FINANCIAL INC correctly timed 12 out of 23 reported position changes (52%). The annualised alpha on AAPL relative to SPY over the holding period was +11.1%.

← Back to RAYMOND JAMES FINANCIAL INC Holdings