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Keebeck Wealth Management’s Apple AAPL Stock Holding History

Keebeck 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 		$21.4M Buy
84,275
+7,391
+10% +$1.92M 2.41% 5
2025
Q4 		$20.9M Buy
76,884
+1,253
+2% +$336K 2.41% 6
2025
Q3 		$19.3M Buy
75,631
+2,716
+4% +$614K 2.28% 7
2025
Q2 		$15M Sell
72,915
-2,628
-3% -$531K 1.96% 9
2025
Q1 		$16.8M Sell
75,543
-2,264
-3% -$525K 2.48% 5
2024
Q4 		$19.5M Sell
77,807
-48
-0.1% -$11.3K 2.81% 3
2024
Q3 		$18.1M Sell
77,855
-209
-0.3% -$46.7K 2.63% 5
2024
Q2 		$16.4M Sell
78,064
-2,026
-3% -$378K 2.41% 5
2024
Q1 		$13.7M Sell
80,090
-2,361
-3% -$429K 2.02% 5
2023
Q4 		$15.9M Sell
82,451
-448
-0.5% -$82.7K 2.62% 5
2023
Q3 		$14.2M Buy
82,899
+1,728
+2% +$317K 2.47% 4
2023
Q2 		$15.7M Buy
81,171
+6,207
+8% +$1.08M 2.16% 6
2023
Q1 		$12.4M Buy
74,964
+3,112
+4% +$459K 1.99% 8
2022
Q4 		$9.34M Buy
71,852
+2,301
+3% +$329K 1.64% 15
2022
Q3 		$9.61M Buy
69,551
+3,063
+5% +$481K 1.85% 14
2022
Q2 		$9.09M Buy
66,488
+4,145
+7% +$628K 1.74% 14
2022
Q1 		$10.9M Buy
62,343
+1,831
+3% +$308K 1.8% 13
2021
Q4 		$10.7M Buy
60,512
+2,425
+4% +$383K 1.92% 11
2021
Q3 		$8.22M Sell
58,087
-2,123
-4% -$313K 1.62% 12
2021
Q2 		$8.25M Sell
60,210
-71,196
-54% -$9.22M 1.19% 22
2021
Q1 		$16.1M Buy
131,406
+1,671
+1% +$214K 2.49% 8
2020
Q4 		$17.2M Buy
129,735
+1,651
+1% +$199K 3% 5
2020
Q3 		$14.8M Sell
128,084
-4,088
-3% -$446K 3.06% 7
2020
Q2 		$12.1M Buy
132,172
+2,336
+2% +$181K 3.81% 5
2020
Q1 		$8.25M Buy
129,836
+6,124
+5% +$450K 3.43% 6
2019
Q4 		$9.08M Buy
+123,712
New +$7.96M 2.88% 5

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

Keebeck Wealth Management's AAPL Position: Q1 2026 in Review

Keebeck Wealth Management increased its Apple (AAPL) stake by 9.6% in Q1 2026, buying an estimated $1.92M and bringing the position to 84,275 shares worth $21.4M. The position accounts for 2.41% of the portfolio, ranked #5.

Keebeck Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Keebeck Wealth Management held 84,275 shares of Apple worth $21.4M as of Q1 2026.
  • Keebeck Wealth Management bought 7,391 Apple shares in Q1 2026, an estimated $1.92M.
  • Apple made up 2.41% of Keebeck Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Keebeck Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.