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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kennedy Investment Group's AAPL Position: Q1 2026 in Review

Kennedy Investment Group reduced its Apple (AAPL) stake by 0.56% in Q1 2026, selling an estimated $105K and leaving 71,540 shares worth $18.2M. The position accounts for 7.11% of the portfolio, ranked #2.

Kennedy Investment Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.6M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Kennedy Investment Group held 71,540 shares of Apple worth $18.2M as of Q1 2026.
Kennedy Investment Group sold 404 Apple shares in Q1 2026, an estimated $105K.
Apple made up 7.11% of Kennedy Investment Group's portfolio in Q1 2026, its #2 holding.
Kennedy Investment Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Kennedy Investment Group's Apple position peaked at $19.6M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.