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Kelly Financial Services’s Apple AAPL Stock Holding History

Kelly Financial Services’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
Q2 		$4.32M Buy
14,919
+28
+0.2% +$8.01K 0.92% 27
2026
Q1 		$3.78M Sell
14,891
-9
-0.1% -$2.34K 0.91% 29
2025
Q4 		$4.05M Sell
14,900
-1,310
-8% -$352K 1.02% 25
2025
Q3 		$4.13M Sell
16,210
-315
-2% -$71.2K 1.07% 24
2025
Q2 		$3.39M Buy
16,525
+276
+2% +$55.7K 1% 25
2025
Q1 		$3.61M Sell
16,249
-57
-0.3% -$13.2K 1.25% 22
2024
Q4 		$4.08M Sell
16,306
-841
-5% -$198K 1.47% 17
2024
Q3 		$4M Buy
17,147
+382
+2% +$85.3K 1.47% 17
2024
Q2 		$3.53M Buy
16,765
+231
+1% +$43.1K 1.26% 19
2024
Q1 		$2.84M Buy
16,534
+22
+0.1% +$4K 1.08% 22
2023
Q4 		$3.18M Sell
16,512
-1,136
-6% -$210K 1.29% 18
2023
Q3 		$3.02M Buy
17,648
+165
+0.9% +$30.3K 1.39% 17
2023
Q2 		$3.39M Buy
17,483
+461
+3% +$80.3K 1.61% 13
2023
Q1 		$2.81M Buy
17,022
+455
+3% +$67.1K 1.42% 15
2022
Q4 		$2.15M Buy
16,567
+4,460
+37% +$637K 1.13% 15
2022
Q3 		$1.67M Buy
12,107
+310
+3% +$48.7K 0.98% 17
2022
Q2 		$1.61M Sell
11,797
-199
-2% -$30.1K 0.85% 19
2022
Q1 		$2.09M Buy
11,996
+133
+1% +$22.4K 0.94% 17
2021
Q4 		$2.11M Sell
11,863
-760
-6% -$120K 0.97% 15
2021
Q3 		$1.79M Sell
12,623
-1,719,283
-99% -$253M 1.01% 11
2021
Q2 		$12.6M Buy
1,731,906
+1,718,696
+13,011% +$223M 0.49% 19
2021
Q1 		$1.61M Sell
13,210
-472
-3% -$60.6K 1% 11
2020
Q4 		$1.82M Buy
13,682
+327
+2% +$39.3K 1.24% 10
2020
Q3 		$1.55M Buy
13,355
+695
+5% +$75.8K 1.11% 10
2020
Q2 		$1.15M Buy
12,660
+1,236
+11% +$95.8K 0.9% 12
2020
Q1 		$726K Buy
11,424
+956
+9% +$70.3K 0.9% 9
2019
Q4 		$769K Sell
10,468
-220
-2% -$14.2K 0.59% 9
2019
Q3 		$598K Buy
10,688
+788
+8% +$41.2K 0.54% 9
2019
Q2 		$490K Sell
9,900
-1,016
-9% -$49.5K 0.45% 10
2019
Q1 		$518K Buy
+10,916
New +$463K 0.58% 10

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Kelly Financial Services's AAPL Position: Q2 2026 in Review

Kelly Financial Services increased its Apple (AAPL) stake by 0.19% in Q2 2026, buying an estimated $8.01K and bringing the position to 14,919 shares worth $4.32M. The position accounts for 0.92% of the portfolio, ranked #27.

Kelly Financial Services first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. The position peaked at $12.6M in Q2 2021. 2,756 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kelly Financial Services held 14,919 shares of Apple worth $4.32M as of Q2 2026.
  • Kelly Financial Services bought 28 Apple shares in Q2 2026, an estimated $8.01K.
  • Apple made up 0.92% of Kelly Financial Services's portfolio in Q2 2026, its #27 holding.
  • Kelly Financial Services first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
  • Kelly Financial Services's Apple position peaked at $12.6M in Q2 2021.
  • 2,756 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.