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KCM Investment Advisors’s Apple AAPL Stock Holding History

KCM Investment Advisors’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 		$213M Sell
839,802
-21,818
-3% -$5.68M 7.07% 1
2025
Q4 		$234M Sell
861,620
-15,265
-2% -$4.1M 7.51% 1
2025
Q3 		$223M Sell
876,885
-4,901
-0.6% -$1.11M 7.19% 1
2025
Q2 		$181M Sell
881,786
-14,206
-2% -$2.87M 6.07% 1
2025
Q1 		$199M Sell
895,992
-23,219
-3% -$5.38M 7.15% 1
2024
Q4 		$230M Sell
919,211
-9,372
-1% -$2.21M 7.94% 1
2024
Q3 		$216M Sell
928,583
-13,064
-1% -$2.92M 7.33% 1
2024
Q2 		$198M Sell
941,647
-7,494
-0.8% -$1.4M 7.12% 1
2024
Q1 		$163M Sell
949,141
-1,370
-0.1% -$249K 6.01% 1
2023
Q4 		$183M Sell
950,511
-21,993
-2% -$4.06M 7.29% 1
2023
Q3 		$167M Sell
972,504
-25,595
-3% -$4.69M 7.18% 1
2023
Q2 		$194M Sell
998,099
-56,877
-5% -$9.91M 7.76% 1
2023
Q1 		$174M Sell
1,054,976
-16,992
-2% -$2.51M 7.05% 1
2022
Q4 		$139M Sell
1,071,968
-10,568
-1% -$1.51M 5.99% 1
2022
Q3 		$150M Sell
1,082,536
-7,640
-0.7% -$1.2M 6.92% 1
2022
Q2 		$149M Sell
1,090,176
-38,713
-3% -$5.86M 6.51% 1
2022
Q1 		$197M Sell
1,128,889
-10,807
-0.9% -$1.82M 7.22% 1
2021
Q4 		$202M Buy
1,139,696
+3,528
+0.3% +$558K 7.04% 1
2021
Q3 		$161M Sell
1,136,168
-16,641
-1% -$2.45M 6.4% 1
2021
Q2 		$158M Buy
1,152,809
+6,317
+0.6% +$818K 6.39% 1
2021
Q1 		$140M Buy
1,146,492
+2,264
+0.2% +$291K 6.21% 1
2020
Q4 		$152M Sell
1,144,228
-1,551
-0.1% -$187K 7.32% 1
2020
Q3 		$133M Sell
1,145,779
-26,453
-2% -$2.89M 7.36% 1
2020
Q2 		$107M Buy
1,172,232
+32,692
+3% +$2.53M 6.01% 1
2020
Q1 		$72.4M Sell
1,139,540
-21,432
-2% -$1.58M 4.88% 2
2019
Q4 		$85.2M Buy
1,160,972
+7,988
+0.7% +$514K 4.63% 2
2019
Q3 		$64.6M Buy
1,152,984
+10,244
+0.9% +$536K 3.75% 2
2019
Q2 		$56.5M Buy
1,142,740
+41,360
+4% +$2.02M 3.39% 2
2019
Q1 		$52.3M Buy
1,101,380
+53,384
+5% +$2.26M 3.38% 2
2018
Q4 		$41.3M Buy
1,047,996
+31,076
+3% +$1.51M 2.73% 2
2018
Q3 		$57.4M Buy
1,016,920
+11,316
+1% +$589K 3.28% 2
2018
Q2 		$46.5M Buy
1,005,604
+3,068
+0.3% +$139K 2.86% 2
2018
Q1 		$42.1M Buy
1,002,536
+1,732
+0.2% +$74.6K 2.55% 3
2017
Q4 		$42.3M Sell
1,000,804
-12,664
-1% -$529K 2.48% 3
2017
Q3 		$39M Sell
1,013,468
-11,688
-1% -$453K 2.39% 2
2017
Q2 		$36.9M Sell
1,025,156
-20,940
-2% -$774K 2.31% 2
2017
Q1 		$37.6M Sell
1,046,096
-1,164
-0.1% -$38.3K 2.4% 2
2016
Q4 		$30.3M Sell
1,047,260
-1,948
-0.2% -$55.2K 2.04% 4
2016
Q3 		$29.7M Buy
1,049,208
+4,240
+0.4% +$112K 2.03% 3
2016
Q2 		$25M Buy
1,044,968
+3,796
+0.4% +$94.3K 1.75% 5
2016
Q1 		$28.4M Buy
1,041,172
+56,536
+6% +$1.41M 2.09% 4
2015
Q4 		$25.9M Buy
984,636
+27,044
+3% +$773K 2.05% 2
2015
Q3 		$26.4M Buy
957,592
+40,748
+4% +$1.2M 2.19% 2
2015
Q2 		$28.7M Buy
916,844
+25,116
+3% +$803K 2.29% 2
2015
Q1 		$27.7M Buy
891,728
+45,432
+5% +$1.37M 2.22% 2
2014
Q4 		$23.4M Buy
846,296
+21,008
+3% +$572K 1.96% 3
2014
Q3 		$20.8M Buy
825,288
+49,580
+6% +$1.22M 1.9% 5
2014
Q2 		$18M Buy
775,708
+51,516
+7% +$1.1M 1.68% 5
2014
Q1 		$13.9M Buy
724,192
+20,160
+3% +$383K 1.43% 9
2013
Q4 		$14.1M Buy
704,032
+36,344
+5% +$687K 1.53% 8
2013
Q3 		$11.4M Buy
667,688
+6,776
+1% +$112K 1.36% 10
2013
Q2 		$9.36M Buy
+660,912
New +$10.2M 1.13% 15

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

KCM Investment Advisors's AAPL Position: Q1 2026 in Review

KCM Investment Advisors reduced its Apple (AAPL) stake by 2.5% in Q1 2026, selling an estimated $5.68M and leaving 839,802 shares worth $213M. The position accounts for 7.07% of the portfolio, ranked #1.

KCM Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $234M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • KCM Investment Advisors held 839,802 shares of Apple worth $213M as of Q1 2026.
  • KCM Investment Advisors sold 21,818 Apple shares in Q1 2026, an estimated $5.68M.
  • Apple made up 7.07% of KCM Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • KCM Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Apple position peaked at $234M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.