Kelleher Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.1M | Buy |
68,074
+493
| +0.7% | +$128K | 4.08% | 3 |
|
|
2025
Q4 | $18.4M | Buy |
67,581
+7,772
| +13% | +$2.09M | 4.21% | 5 |
|
|
2025
Q3 | $15.2M | Sell |
59,809
-1,883
| -3% | -$425K | 3.8% | 4 |
|
|
2025
Q2 | $12.7M | Buy |
61,692
+880
| +1% | +$178K | 4.39% | 4 |
|
|
2025
Q1 | $13.5M | Buy |
60,812
+778
| +1% | +$180K | 5.38% | 4 |
|
|
2024
Q4 | $15M | Sell |
60,034
-1,452
| -2% | -$342K | 5.68% | 4 |
|
|
2024
Q3 | $14.3M | Sell |
61,486
-1,462
| -2% | -$326K | 5.46% | 4 |
|
|
2024
Q2 | $13.3M | Sell |
62,948
-40
| -0.1% | -$7.46K | 5.44% | 4 |
|
|
2024
Q1 | $10.8M | Sell |
62,988
-2,405
| -4% | -$437K | 4.48% | 5 |
|
|
2023
Q4 | $12.6M | Sell |
65,393
-437
| -0.7% | -$80.7K | 5.91% | 5 |
|
|
2023
Q3 | $11.3M | Sell |
65,830
-8,794
| -12% | -$1.61M | 5.78% | 5 |
|
|
2023
Q2 | $14.5M | Buy |
74,624
+3,643
| +5% | +$635K | 8.34% | 3 |
|
|
2023
Q1 | $11.7M | Sell |
70,981
-1,638
| -2% | -$242K | 7.73% | 4 |
|
|
2022
Q4 | $9.44M | Sell |
72,619
-16,126
| -18% | -$2.3M | 7.09% | 4 |
|
|
2022
Q3 | $12.3M | Sell |
88,745
-5,231
| -6% | -$821K | 8.79% | 3 |
|
|
2022
Q2 | $12.8M | Buy |
93,976
+5,889
| +7% | +$892K | 5.78% | 6 |
|
|
2022
Q1 | $15.4M | Sell |
88,087
-1,788
| -2% | -$301K | 8.5% | 3 |
|
|
2021
Q4 | $15.3M | Sell |
89,875
-21,491
| -19% | -$3.4M | 8.15% | 4 |
|
|
2021
Q3 | $16M | Buy |
111,366
+15,998
| +17% | +$2.36M | 7.07% | 4 |
|
|
2021
Q2 | $13.1M | Sell |
95,368
-5,716
| -6% | -$741K | 7.35% | 4 |
|
|
2021
Q1 | $12.3M | Buy |
101,084
+3,866
| +4% | +$496K | 7.93% | 3 |
|
|
2020
Q4 | $12.9M | Buy |
97,218
+153
| +0.2% | +$18.4K | 9.7% | 2 |
|
|
2020
Q3 | $11.2M | Sell |
97,065
-5,763
| -6% | -$629K | 9.32% | 2 |
|
|
2020
Q2 | $9.38M | Sell |
102,828
-2,356
| -2% | -$183K | 9% | 3 |
|
|
2020
Q1 | $6.69M | Buy |
105,184
+104
| +0.1% | +$7.65K | 8% | 3 |
|
|
2019
Q4 | $7.71M | Buy |
105,080
+12,372
| +13% | +$796K | 7.77% | 3 |
|
|
2019
Q3 | $5.19M | Buy |
92,708
+1,552
| +2% | +$81.1K | 6.33% | 3 |
|
|
2019
Q2 | $4.51M | Buy |
+91,156
| New | +$4.44M | 5.56% | 4 |
|
|
2018
Q4 | $1.15M | Buy |
93,572
+1,704
| +2% | +$82.6K | 1.85% | 11 |
|
|
2018
Q3 | $5.18M | Buy |
91,868
+1,188
| +1% | +$61.9K | 6.73% | 3 |
|
|
2018
Q2 | $4.2M | Hold |
90,680
| – | – | 6% | 3 |
|
|
2018
Q1 | $3.8M | Sell |
90,680
-108
| -0.1% | -$4.65K | 5.18% | 4 |
|
|
2017
Q4 | $3.84M | Buy |
90,788
+31,088
| +52% | +$1.3M | 6.07% | 3 |
|
|
2017
Q3 | $2.3M | Buy |
59,700
+4
| +0% | +$155 | 4.84% | 3 |
|
|
2017
Q2 | $2.15M | Buy |
59,696
+1,392
| +2% | +$51.5K | 4.15% | 5 |
|
|
2017
Q1 | $2.09M | Sell |
58,304
-15,076
| -21% | -$496K | 4.47% | 3 |
|
|
2016
Q4 | $2.12M | Buy |
73,380
+200
| +0.3% | +$5.67K | 1.18% | 29 |
|
|
2016
Q3 | $2.07M | Hold |
73,180
| – | – | 1.17% | 31 |
|
|
2016
Q2 | $1.75M | Sell |
73,180
-15,476
| -17% | -$385K | 1.06% | 34 |
|
|
2016
Q1 | $2.42M | Buy |
88,656
+67,704
| +323% | +$1.69M | 1.33% | 21 |
|
|
2015
Q4 | $551K | Buy |
20,952
+360
| +2% | +$10.3K | 0.37% | 64 |
|
|
2015
Q3 | $567K | Sell |
20,592
-800
| -4% | -$23.5K | 0.38% | 62 |
|
|
2015
Q2 | $670K | Hold |
21,392
| – | – | 0.38% | 60 |
|
|
2015
Q1 | $665K | Hold |
21,392
| – | – | 0.37% | 58 |
|
|
2014
Q4 | $590K | Hold |
21,392
| – | – | 0.32% | 60 |
|
|
2014
Q3 | $578K | Hold |
21,392
| – | – | 0.31% | 64 |
|
|
2014
Q2 | $497K | Buy |
21,392
+840
| +4% | +$17.9K | 0.26% | 67 |
|
|
2014
Q1 | $393K | Buy |
20,552
+1,820
| +10% | +$34.6K | 0.21% | 72 |
|
|
2013
Q4 | $375K | Buy |
18,732
+4,200
| +29% | +$79.3K | 0.19% | 75 |
|
|
2013
Q3 | $247K | Buy |
+14,532
| New | +$241K | 0.14% | 86 |
|
Other funds holding AAPL
VCM
VPM
Kelleher Financial Advisors's AAPL Position: Q1 2026 in Review
Kelleher Financial Advisors increased its Apple (AAPL) stake by 0.73% in Q1 2026, buying an estimated $128K and bringing the position to 68,074 shares worth $16.1M. The position accounts for 4.08% of the portfolio, ranked #3.
Kelleher Financial Advisors first reported a position in AAPL in Q3 2013 and has held it in 50 quarters since. The position peaked at $18.4M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Kelleher Financial Advisors held 68,074 shares of Apple worth $16.1M as of Q1 2026.
- Kelleher Financial Advisors bought 493 Apple shares in Q1 2026, an estimated $128K.
- Apple made up 4.08% of Kelleher Financial Advisors's portfolio in Q1 2026, its #3 holding.
- Kelleher Financial Advisors first reported a position in Apple in Q3 2013 and has held it in 50 quarters since.
- Kelleher Financial Advisors's Apple position peaked at $18.4M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.