KA
AAPL icon

Kercheville Advisors’s Apple AAPL Stock Holding History

Kercheville Advisors’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 		$17.8M Sell
70,137
-410
-0.6% -$107K 5.69% 4
2025
Q4 		$17.5M Sell
70,547
-489
-0.7% -$131K 4.59% 5
2025
Q3 		$18.1M Sell
71,036
-620
-0.9% -$140K 5.47% 4
2025
Q2 		$14.7M Sell
71,656
-804
-1% -$162K 5.07% 2
2025
Q1 		$16.1M Sell
72,460
-3,066
-4% -$710K 6.56% 2
2024
Q4 		$18.9M Buy
75,526
+2,391
+3% +$564K 7.34% 2
2024
Q3 		$17M Sell
73,135
-84
-0.1% -$18.8K 7.19% 2
2024
Q2 		$15.4M Buy
73,219
+1,040
+1% +$194K 6.69% 2
2024
Q1 		$12.4M Sell
72,179
-25
-0% -$4.55K 5.85% 2
2023
Q4 		$13.9M Sell
72,204
-1,089
-1% -$201K 7.81% 2
2023
Q3 		$12.5M Sell
73,293
-15,903
-18% -$2.92M 7.96% 1
2023
Q2 		$17.3M Sell
89,196
-1,906
-2% -$332K 10.48% 1
2023
Q1 		$15M Sell
91,102
-5,717
-6% -$844K 10.3% 1
2022
Q4 		$12.6M Buy
+96,819
New +$13.8M 8.68% 1
2022
Q3 		– Sell
-106,736
Closed -$14.6M – 82
2022
Q2 		$14.6M Sell
106,736
-15,291
-13% -$2.32M 9.57% 1
2022
Q1 		$21.3M Sell
122,027
-5,494
-4% -$924K 10.09% 1
2021
Q4 		$22.6M Sell
127,521
-222
-0.2% -$35.1K 9.88% 2
2021
Q3 		$18.1M Sell
127,743
-398
-0.3% -$58.6K 8.57% 2
2021
Q2 		$17.6M Buy
128,141
+37
+0% +$4.79K 8.13% 2
2021
Q1 		$15.6M Sell
128,104
-462
-0.4% -$59.3K 7.84% 2
2020
Q4 		$17.1M Buy
+128,566
New +$15.5M 9.29% 2

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

Kercheville Advisors's AAPL Position: Q1 2026 in Review

Kercheville Advisors reduced its Apple (AAPL) stake by 0.58% in Q1 2026, selling an estimated $107K and leaving 70,137 shares worth $17.8M. The position accounts for 5.69% of the portfolio, ranked #4.

Kercheville Advisors first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $22.6M in Q4 2021. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Kercheville Advisors held 70,137 shares of Apple worth $17.8M as of Q1 2026.
  • Kercheville Advisors sold 410 Apple shares in Q1 2026, an estimated $107K.
  • Apple made up 5.69% of Kercheville Advisors's portfolio in Q1 2026, its #4 holding.
  • Kercheville Advisors first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • Kercheville Advisors's Apple position peaked at $22.6M in Q4 2021.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.