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Kaydan Wealth Management’s Apple AAPL Stock Holding History

Kaydan 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 		$3.04M Buy
10,511
+95
+0.9% +$27.2K 0.93% 22
2026
Q1 		$2.64M Buy
10,416
+306
+3% +$79.6K 0.88% 22
2025
Q4 		$2.75M Sell
10,110
-33
-0.3% -$8.86K 0.8% 22
2025
Q3 		$2.58M Sell
10,143
-217
-2% -$49K 0.74% 27
2025
Q2 		$2.13M Buy
10,360
+229
+2% +$46.2K 0.7% 27
2025
Q1 		$2.25M Sell
10,131
-9
-0.1% -$2.08K 0.72% 23
2024
Q4 		$2.54M Sell
10,140
-83
-0.8% -$19.6K 0.84% 19
2024
Q3 		$2.38M Sell
10,223
-235
-2% -$52.5K 0.7% 20
2024
Q2 		$2.2M Sell
10,458
-281
-3% -$52.4K 0.78% 22
2024
Q1 		$1.84M Sell
10,739
-254
-2% -$46.2K 0.63% 24
2023
Q4 		$2.12M Hold
10,993
– – 0.86% 19
2023
Q3 		$1.88M Sell
10,993
-627
-5% -$115K 0.75% 17
2023
Q2 		$2.25M Sell
11,620
-1,825
-14% -$318K 0.94% 14
2023
Q1 		$2.22M Sell
13,445
-314
-2% -$46.3K 0.91% 12
2022
Q4 		$1.79M Sell
13,759
-1,077
-7% -$154K 0.71% 15
2022
Q3 		$2.05M Sell
14,836
-929
-6% -$146K 1.13% 10
2022
Q2 		$2.16M Sell
15,765
-1,046
-6% -$158K 1.2% 10
2022
Q1 		$2.94M Sell
16,811
-1,009
-6% -$170K 1.3% 14
2021
Q4 		$3.16M Buy
+17,820
New +$2.82M 1.2% 15

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

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

Kaydan Wealth Management increased its Apple (AAPL) stake by 0.91% in Q2 2026, buying an estimated $27.2K and bringing the position to 10,511 shares worth $3.04M. The position accounts for 0.93% of the portfolio, ranked #22.

Kaydan Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.16M in Q4 2021. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kaydan Wealth Management held 10,511 shares of Apple worth $3.04M as of Q2 2026.
  • Kaydan Wealth Management bought 95 Apple shares in Q2 2026, an estimated $27.2K.
  • Apple made up 0.93% of Kaydan Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Kaydan Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Kaydan Wealth Management's Apple position peaked at $3.16M in Q4 2021.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.