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Kathmere Capital Management’s Apple AAPL Stock Holding History

Kathmere Capital 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 		$41.5M Buy
143,565
+4,074
+3% +$1.17M 2.2% 8
2026
Q1 		$35.4M Buy
139,491
+14,099
+11% +$3.67M 2.18% 8
2025
Q4 		$34.1M Buy
125,392
+7,021
+6% +$1.88M 2.3% 8
2025
Q3 		$30.1M Buy
118,371
+5,793
+5% +$1.31M 2.14% 12
2025
Q2 		$23.1M Buy
112,578
+955
+0.9% +$193K 1.78% 14
2025
Q1 		$24.8M Buy
111,623
+28,720
+35% +$6.65M 2.1% 12
2024
Q4 		$20.8M Buy
82,903
+5,693
+7% +$1.34M 1.86% 15
2024
Q3 		$18M Buy
77,210
+6,632
+9% +$1.48M 1.69% 15
2024
Q2 		$14.9M Buy
70,578
+13,354
+23% +$2.49M 1.57% 21
2024
Q1 		$9.81M Buy
57,224
+2,522
+5% +$459K 1.12% 26
2023
Q4 		$10.5M Buy
54,702
+738
+1% +$136K 1.37% 25
2023
Q3 		$9.24M Sell
53,964
-1,242
-2% -$228K 1.37% 19
2023
Q2 		$10.7M Buy
55,206
+4,416
+9% +$769K 1.66% 18
2023
Q1 		$8.38M Buy
50,790
+1,648
+3% +$243K 1.37% 20
2022
Q4 		$6.39M Buy
49,142
+1,936
+4% +$277K 1.13% 24
2022
Q3 		$6.52M Sell
47,206
-1,358
-3% -$213K 1.3% 21
2022
Q2 		$6.64M Sell
48,564
-7
-0% -$1.06K 1.22% 27
2022
Q1 		$8.48M Buy
48,571
+3,024
+7% +$509K 1.44% 24
2021
Q4 		$8.09M Sell
45,547
-3,198
-7% -$505K 1.4% 29
2021
Q3 		$6.9M Buy
48,745
+3,394
+7% +$500K 1.25% 29
2021
Q2 		$6.21M Buy
45,351
+148
+0.3% +$19.2K 1.2% 29
2021
Q1 		$5.52M Buy
45,203
+2,866
+7% +$368K 1.09% 30
2020
Q4 		$5.62M Sell
42,337
-351
-0.8% -$42.2K 1.21% 26
2020
Q3 		$4.94M Sell
42,688
-1,768
-4% -$193K 1.23% 20
2020
Q2 		$4.05M Buy
44,456
+6,420
+17% +$497K 1.18% 20
2020
Q1 		$2.42M Buy
38,036
+15,396
+68% +$1.13M 0.88% 29
2019
Q4 		$1.66M Buy
+22,640
New +$1.46M 0.59% 34

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

Kathmere Capital Management's AAPL Position: Q2 2026 in Review

Kathmere Capital Management increased its Apple (AAPL) stake by 2.9% in Q2 2026, buying an estimated $1.17M and bringing the position to 143,565 shares worth $41.5M. The position accounts for 2.2% of the portfolio, ranked #8.

Kathmere Capital Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kathmere Capital Management held 143,565 shares of Apple worth $41.5M as of Q2 2026.
  • Kathmere Capital Management bought 4,074 Apple shares in Q2 2026, an estimated $1.17M.
  • Apple made up 2.2% of Kathmere Capital Management's portfolio in Q2 2026, its #8 holding.
  • Kathmere Capital Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.