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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
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 $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

Kagan Cocozza Asset Management's AAPL Position: Q1 2026 in Review

Kagan Cocozza Asset Management held its Apple (AAPL) position steady in Q1 2026 at 5,957 shares worth $1.51M. The position accounts for 1.06% of the portfolio, ranked #16.

Kagan Cocozza Asset Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Kagan Cocozza Asset Management held 5,957 shares of Apple worth $1.51M as of Q1 2026.
  • Kagan Cocozza Asset Management left its Apple share count unchanged in Q1 2026.
  • Apple made up 1.06% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #16 holding.
  • Kagan Cocozza Asset Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Kagan Cocozza Asset Management's Apple position peaked at $1.62M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.