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Kassira Wealth Management’s Apple AAPL Stock Holding History

Kassira Wealth 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 		$201K Buy
+694
New +$199K 0.16% 63
2026
Q1 		– Sell
-1,038
Closed -$282K – 60
2025
Q4 		$282K Hold
1,038
– – 0.27% 44
2025
Q3 		$264K Buy
+1,038
New +$234K 0.25% 47

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

Kassira Wealth Management's AAPL Position: Q2 2026 in Review

Kassira Wealth Management opened a new position in Apple (AAPL) in Q2 2026: 694 shares worth $201K. The stake represents 0.16% of the portfolio and ranks #63 among its holdings. This is a return to the name: Kassira Wealth Management previously reported a position in AAPL as recently as Q4 2025.

Kassira Wealth Management first reported a position in AAPL in Q3 2025 and has held it in 3 quarters since. The position peaked at $282K in Q4 2025. 6,104 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kassira Wealth Management held 694 shares of Apple worth $201K as of Q2 2026.
  • Apple was a new Kassira Wealth Management position in Q2 2026.
  • Apple made up 0.16% of Kassira Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Kassira Wealth Management first reported a position in Apple in Q3 2025 and has held it in 3 quarters since.
  • Kassira Wealth Management's Apple position peaked at $282K in Q4 2025.
  • 6,104 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.