Kelly Financial Services’s Apple AAPL Stock Holding History
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
-22
| -0.2% | -$3.24K | 1.01% | 11 |
|
|
2021
Q2 | $1.73M | Sell |
12,645
-565
| -4% | -$73.2K | 0.98% | 11 |
|
|
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
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. 6,135 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.
- 6,135 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.