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Kennedy Investment Group’s Apple AAPL Stock Holding History

Kennedy Investment Group’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 		$20.1M Sell
69,387
-2,153
-3% -$616K 6.81% 2
2026
Q1 		$18.2M Sell
71,540
-404
-0.6% -$105K 7.11% 2
2025
Q4 		$19.6M Buy
71,944
+1,435
+2% +$385K 7.38% 2
2025
Q3 		$18M Sell
70,509
-1,191
-2% -$269K 7.14% 2
2025
Q2 		$14.7M Sell
71,700
-1,340
-2% -$271K 6.25% 3
2025
Q1 		$16.2M Buy
73,040
+395
+0.5% +$91.5K 7.53% 2
2024
Q4 		$18.2M Sell
72,645
-463
-0.6% -$109K 8.23% 1
2024
Q3 		$17M Sell
73,108
-999
-1% -$223K 7.84% 2
2024
Q2 		$15.6M Sell
74,107
-387
-0.5% -$72.2K 7.9% 2
2024
Q1 		$12.8M Buy
74,494
+7,995
+12% +$1.45M 6.82% 2
2023
Q4 		$12.8M Buy
66,499
+935
+1% +$173K 7.15% 2
2023
Q3 		$11.2M Buy
65,564
+2,165
+3% +$397K 6.75% 2
2023
Q2 		$12.3M Buy
63,399
+2,080
+3% +$362K 7.2% 2
2023
Q1 		$10.1M Sell
61,319
-353
-0.6% -$52.1K 6.18% 2
2022
Q4 		$8.01M Buy
+61,672
New +$8.81M 5.1% 2

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kennedy Investment Group's AAPL Position: Q2 2026 in Review

Kennedy Investment Group reduced its Apple (AAPL) stake by 3% in Q2 2026, selling an estimated $616K and leaving 69,387 shares worth $20.1M. The position accounts for 6.81% of the portfolio, ranked #2.

Kennedy Investment Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kennedy Investment Group held 69,387 shares of Apple worth $20.1M as of Q2 2026.
  • Kennedy Investment Group sold 2,153 Apple shares in Q2 2026, an estimated $616K.
  • Apple made up 6.81% of Kennedy Investment Group's portfolio in Q2 2026, its #2 holding.
  • Kennedy Investment Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.