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KDK Private Wealth Management’s Apple AAPL Stock Holding History

KDK Private 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
Q1 		$2.06M Sell
8,124
-2,086
-20% -$543K 1.89% 10
2025
Q4 		$2.78M Buy
10,210
+2,123
+26% +$570K 2.42% 8
2025
Q3 		$2.06M Sell
8,087
-754
-9% -$170K 2.09% 9
2025
Q2 		$1.81M Buy
8,841
+634
+8% +$128K 1.94% 10
2025
Q1 		$1.82M Sell
8,207
-404
-5% -$93.6K 2.08% 10
2024
Q4 		$2.16M Buy
+8,611
New +$2.03M 2.24% 8

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

KDK Private Wealth Management's AAPL Position: Q1 2026 in Review

KDK Private Wealth Management reduced its Apple (AAPL) stake by 20% in Q1 2026, selling an estimated $543K and leaving 8,124 shares worth $2.06M. The position accounts for 1.89% of the portfolio, ranked #10.

KDK Private Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.78M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • KDK Private Wealth Management held 8,124 shares of Apple worth $2.06M as of Q1 2026.
  • KDK Private Wealth Management sold 2,086 Apple shares in Q1 2026, an estimated $543K.
  • Apple made up 1.89% of KDK Private Wealth Management's portfolio in Q1 2026, its #10 holding.
  • KDK Private Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • KDK Private Wealth Management's Apple position peaked at $2.78M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.