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Kagan Cocozza Asset Management’s Apple AAPL Stock Holding History

Kagan Cocozza Asset Management’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
2026
Q2 		$1.71M Sell
5,911
-46
-0.8% -$13.2K 1.07% 16
2026
Q1 		$1.51M Hold
5,957
– – 1.06% 16
2025
Q4 		$1.62M Buy
5,957
+24
+0.4% +$6.44K 1.15% 16
2025
Q3 		$1.51M Buy
5,933
+4,324
+269% +$977K 1.14% 18
2025
Q2 		$330K Buy
1,609
+75
+5% +$15.1K 0.25% 48
2025
Q1 		$341K Sell
1,534
-6
-0.4% -$1.39K 0.28% 52
2024
Q4 		$386K Buy
+1,540
New +$363K 0.32% 48

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kagan Cocozza Asset Management's AAPL Position: Q2 2026 in Review

Kagan Cocozza Asset Management reduced its Apple (AAPL) stake by 0.77% in Q2 2026, selling an estimated $13.2K and leaving 5,911 shares worth $1.71M. The position accounts for 1.07% of the portfolio, ranked #16.

Kagan Cocozza Asset Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kagan Cocozza Asset Management held 5,911 shares of Apple worth $1.71M as of Q2 2026.
  • Kagan Cocozza Asset Management sold 46 Apple shares in Q2 2026, an estimated $13.2K.
  • Apple made up 1.07% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #16 holding.
  • Kagan Cocozza Asset Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.