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Kesler Norman & Wride’s Apple AAPL Stock Holding History

Kesler Norman & Wride’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 		$20.2M Buy
69,663
+1,160
+2% +$332K 3.19% 1
2026
Q1 		$17.4M Sell
68,503
-2,058
-3% -$536K 2.99% 2
2025
Q4 		$19.2M Sell
70,561
-480
-0.7% -$129K 3.29% 1
2025
Q3 		$17.8M Sell
71,041
-1,629
-2% -$368K 3.49% 2
2025
Q2 		$14.9M Buy
72,670
+1,071
+1% +$216K 2.65% 4
2025
Q1 		$15.9M Buy
71,599
+558
+0.8% +$129K 3.03% 3
2024
Q4 		$17.8M Sell
71,041
-1,844
-3% -$435K 3.84% 1
2024
Q3 		$17M Sell
72,885
-8,232
-10% -$1.84M 3.33% 2
2024
Q2 		$17.1M Buy
81,117
+3,656
+5% +$682K 3.63% 2
2024
Q1 		$13.3M Buy
77,461
+7,858
+11% +$1.43M 2.82% 4
2023
Q4 		$13.4M Buy
69,603
+1,013
+1% +$187K 3.07% 3
2023
Q3 		$11.7M Sell
68,590
-1,079
-2% -$198K 2.95% 2
2023
Q2 		$13.5M Sell
69,669
-55
-0.1% -$9.58K 3.28% 2
2023
Q1 		$11.5M Sell
69,724
-608
-0.9% -$89.7K 2.9% 2
2022
Q4 		$9.14M Sell
70,332
-3,198
-4% -$457K 2.35% 2
2022
Q3 		$10.2M Buy
73,530
+2,648
+4% +$416K 2.83% 2
2022
Q2 		$9.69M Buy
70,882
+9,370
+15% +$1.42M 2.69% 2
2022
Q1 		$10.7M Buy
61,512
+794
+1% +$134K 2.39% 4
2021
Q4 		$10.8M Sell
60,718
-245
-0.4% -$38.7K 2.28% 6
2021
Q3 		$8.63M Buy
60,963
+165
+0.3% +$24.3K 2.03% 6
2021
Q2 		$8.87M Buy
60,798
+647
+1% +$83.8K 2.04% 3
2021
Q1 		$7.35M Sell
60,151
-551
-0.9% -$70.7K 1.82% 9
2020
Q4 		$8.05M Buy
+60,702
New +$7.3M 2.24% 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

Kesler Norman & Wride's AAPL Position: Q2 2026 in Review

Kesler Norman & Wride increased its Apple (AAPL) stake by 1.7% in Q2 2026, buying an estimated $332K and bringing the position to 69,663 shares worth $20.2M. The position accounts for 3.19% of the portfolio, ranked #1.

Kesler Norman & Wride first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kesler Norman & Wride held 69,663 shares of Apple worth $20.2M as of Q2 2026.
  • Kesler Norman & Wride bought 1,160 Apple shares in Q2 2026, an estimated $332K.
  • Apple made up 3.19% of Kesler Norman & Wride's portfolio in Q2 2026, its #1 holding.
  • Kesler Norman & Wride first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.