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Kaye Capital Management’s Apple AAPL Stock Holding History

Kaye 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
2025
Q2 		$3.53M Sell
17,223
-706
-4% -$143K 1.36% 21
2025
Q1 		$3.98M Sell
17,929
-794
-4% -$184K 1.63% 17
2024
Q4 		$4.69M Sell
18,723
-190
-1% -$44.8K 2.13% 12
2024
Q3 		$4.41M Sell
18,913
-52
-0.3% -$11.6K 1.77% 14
2024
Q2 		$3.99M Sell
18,965
-171
-0.9% -$31.9K 1.68% 14
2024
Q1 		$3.28M Sell
19,136
-963
-5% -$175K 1.43% 15
2023
Q4 		$3.92M Sell
20,099
-1,089
-5% -$201K 1.76% 14
2023
Q3 		$3.63M Buy
21,188
+24
+0.1% +$4.4K 1.66% 15
2023
Q2 		$4.11M Sell
21,164
-74
-0.3% -$12.9K 2% 14
2023
Q1 		$3.5M Sell
21,238
-14,825
-41% -$2.19M 1.78% 14
2022
Q4 		$4.69M Buy
+36,063
New +$5.15M 2.45% 12

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kaye Capital Management's AAPL Position: Q2 2025 in Review

Kaye Capital Management reduced its Apple (AAPL) stake by 3.9% in Q2 2025, selling an estimated $143K and leaving 17,223 shares worth $3.53M. The position accounts for 1.36% of the portfolio, ranked #21.

Kaye Capital Management first reported a position in AAPL in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.69M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Kaye Capital Management held 17,223 shares of Apple worth $3.53M as of Q2 2025.
  • Kaye Capital Management sold 706 Apple shares in Q2 2025, an estimated $143K.
  • Apple made up 1.36% of Kaye Capital Management's portfolio in Q2 2025, its #21 holding.
  • Kaye Capital Management first reported a position in Apple in Q4 2022 and has held it in 11 quarters since.
  • Kaye Capital Management's Apple position peaked at $4.69M in Q4 2024.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Kaye Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.