Jefferies Group's AAPL Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 399,482 shares of Apple Inc. (AAPL) worth $108.6 M, representing 0.55% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in AAPL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 1.58 M shares. Largest reduction occurred in Q1 2023, reducing 1.77 M shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Apple (AAPL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Apple (AAPL) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +2 M | New Buy | 2 M | $129.93 |
| Q1 2023 | -1.77 M | Reduce 88.56% | 228,778 | $164.90 |
| Q2 2023 | -71,602 | Reduce 31.30% | 157,176 | $193.97 |
| Q3 2023 | +227,421 | Add 144.69% | 384,597 | $171.21 |
| Q4 2023 | -227,248 | Reduce 59.09% | 157,349 | $192.53 |
| Q1 2024 | +95,790 | Add 60.88% | 253,139 | $171.48 |
| Q2 2024 | +94,925 | Add 37.50% | 348,064 | $210.62 |
| Q3 2024 | +1.58 M | Add 452.67% | 1.92 M | $233.00 |
| Q4 2024 | -1.31 M | Reduce 68.19% | 611,946 | $250.42 |
| Q1 2025 | +53,855 | Add 8.80% | 665,801 | $222.13 |
| Q2 2025 | -532,930 | Reduce 80.04% | 132,871 | $205.17 |
| Q3 2025 | +45,574 | Add 34.30% | 178,445 | $254.63 |
| Q4 2025 | +221,037 | Add 123.87% | 399,482 | $271.86 |
Jefferies Group's Apple Investment FAQs
Jefferies Group first purchased Apple Inc. (AAPL) in Q4 2022, acquiring 2,000,651 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Apple Inc. (AAPL) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Apple Inc. (AAPL) was in Q4 2022, adding 2,000,651 shares worth $259.94 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 399,482 shares of Apple Inc. (AAPL), valued at approximately $108.6 M.
As of the Q4 2025 filing, Apple Inc. (AAPL) represents approximately 0.55% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Apple Inc. (AAPL) was 2,000,651 shares, as reported at the end of Q4 2022.