KLI
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Kelman-Lazarov Inc’s Apple AAPL Stock Holding History

Kelman-Lazarov Inc’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 		$3.31M Sell
13,053
-39
-0.3% -$10.2K 0.47% 33
2025
Q4 		$3.56M Buy
13,092
+1,103
+9% +$296K 0.51% 31
2025
Q3 		$3.05M Buy
11,989
+621
+5% +$140K 0.45% 33
2025
Q2 		$2.33M Sell
11,368
-215
-2% -$43.4K 0.38% 32
2025
Q1 		$2.57M Buy
11,583
+267
+2% +$61.9K 0.47% 30
2024
Q4 		$2.83M Buy
11,316
+23
+0.2% +$5.42K 0.51% 30
2024
Q3 		$2.63M Sell
11,293
-7
-0.1% -$1.56K 0.45% 31
2024
Q2 		$2.38M Sell
11,300
-4,073
-26% -$760K 0.44% 32
2024
Q1 		$2.64M Sell
15,373
-489
-3% -$88.9K 0.52% 30
2023
Q4 		$3.05M Buy
15,862
+144
+0.9% +$26.6K 0.66% 28
2023
Q3 		$2.69M Sell
15,718
-117
-0.7% -$21.5K 0.64% 26
2023
Q2 		$3.07M Buy
15,835
+319
+2% +$55.6K 0.74% 22
2023
Q1 		$2.56M Sell
15,516
-1,509
-9% -$223K 0.66% 24
2022
Q4 		$2.21M Sell
17,025
-280
-2% -$40K 0.62% 25
2022
Q3 		$2.39M Buy
17,305
+1,972
+13% +$310K 0.81% 18
2022
Q2 		$2.1M Sell
15,333
-1,400
-8% -$212K 0.71% 18
2022
Q1 		$2.92M Sell
16,733
-31
-0.2% -$5.21K 0.97% 14
2021
Q4 		$2.98M Buy
16,764
+640
+4% +$101K 0.96% 14
2021
Q3 		$2.28M Hold
16,124
– – 0.8% 16
2021
Q2 		$2.21M Sell
16,124
-1,690
-9% -$219K 0.77% 17
2021
Q1 		$2.18M Hold
17,814
– – 0.78% 20
2020
Q4 		$2.36M Sell
17,814
-509
-3% -$61.2K 0.91% 17
2020
Q3 		$2.12M Sell
18,323
-137
-0.7% -$14.9K 0.96% 16
2020
Q2 		$1.68M Sell
18,460
-2,620
-12% -$203K 0.78% 19
2020
Q1 		$1.34M Sell
21,080
-6,040
-22% -$444K 0.72% 22
2019
Q4 		$1.99M Sell
27,120
-592
-2% -$38.1K 0.9% 24
2019
Q3 		$1.55M Sell
27,712
-508
-2% -$26.6K 0.76% 24
2019
Q2 		$1.4M Sell
28,220
-1,644
-6% -$80.1K 0.72% 27
2019
Q1 		$1.42M Sell
29,864
-4,972
-14% -$211K 0.75% 26
2018
Q4 		$1.37M Sell
34,836
-1,404
-4% -$68.1K 0.85% 27
2018
Q3 		$2.04M Sell
36,240
-4,260
-11% -$222K 1.2% 24
2018
Q2 		$1.87M Sell
40,500
-2,084
-5% -$94.5K 1.01% 30
2018
Q1 		$1.79M Sell
42,584
-4,356
-9% -$188K 0.96% 30
2017
Q4 		$1.99M Sell
46,940
-128
-0.3% -$5.35K 1.01% 31
2017
Q3 		$1.81M Sell
47,068
-172
-0.4% -$6.67K 0.96% 31
2017
Q2 		$1.7M Buy
47,240
+1,892
+4% +$69.9K 0.93% 32
2017
Q1 		$1.63M Sell
45,348
-4,336
-9% -$143K 1.05% 31
2016
Q4 		$1.44M Buy
49,684
+3,128
+7% +$88.7K 0.81% 35
2016
Q3 		$1.32M Buy
46,556
+2,324
+5% +$61.5K 0.75% 43
2016
Q2 		$1.06M Buy
44,232
+6,232
+16% +$155K 0.61% 51
2016
Q1 		$1.04M Buy
+38,000
New +$947K 0.61% 52

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

Kelman-Lazarov Inc's AAPL Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its Apple (AAPL) stake by 0.3% in Q1 2026, selling an estimated $10.2K and leaving 13,053 shares worth $3.31M. The position accounts for 0.47% of the portfolio, ranked #33.

Kelman-Lazarov Inc first reported a position in AAPL in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.56M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Kelman-Lazarov Inc held 13,053 shares of Apple worth $3.31M as of Q1 2026.
  • Kelman-Lazarov Inc sold 39 Apple shares in Q1 2026, an estimated $10.2K.
  • Apple made up 0.47% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #33 holding.
  • Kelman-Lazarov Inc first reported a position in Apple in Q1 2016 and has held it in 41 quarters since.
  • Kelman-Lazarov Inc's Apple position peaked at $3.56M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.