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Kennedy Capital Management’s Apple AAPL Stock Holding History

Kennedy Capital 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
2025
Q4 		– Sell
-28,217
Closed -$7.18M – 532
2025
Q3 		$7.18M Sell
28,217
-119,092
-81% -$26.9M 0.16% 228
2025
Q2 		$30.2M Sell
147,309
-26,176
-15% -$5.29M 0.72% 11
2025
Q1 		$38.5M Sell
173,485
-18,449
-10% -$4.27M 0.92% 2
2024
Q4 		$48.1M Sell
191,934
-6,659
-3% -$1.57M 1.07% 2
2024
Q3 		$46.3M Buy
198,593
+43,301
+28% +$9.67M 1.02% 4
2024
Q2 		$32.7M Sell
155,292
-13,829
-8% -$2.58M 0.7% 9
2024
Q1 		$29M Buy
169,121
+129,890
+331% +$23.6M 0.6% 12
2023
Q4 		$7.55M Buy
39,231
+484
+1% +$89.4K 0.17% 221
2023
Q3 		$6.63M Buy
38,747
+3,636
+10% +$667K 0.16% 229
2023
Q2 		$6.81M Buy
+35,111
New +$6.12M 0.16% 236

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kennedy Capital Management's AAPL Position: Q4 2025 in Review

Kennedy Capital Management sold out of Apple (AAPL) in Q4 2025, closing a stake of 28,217 shares — an estimated $7.18M sold.

Kennedy Capital Management first reported a position in AAPL in Q2 2023 and held it in 10 quarters. The position peaked at $48.1M in Q4 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Kennedy Capital Management reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 28,217 Apple shares in Q4 2025, an estimated $7.18M.
  • Kennedy Capital Management first reported a position in Apple in Q2 2023 and held it in 10 quarters.
  • Kennedy Capital Management's Apple position peaked at $48.1M in Q4 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Kennedy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.