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Kestra Advisory Services’s Apple AAPL Stock Holding History

Kestra Advisory Services’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
2024
Q4 		– Sell
-1,000
Closed -$233K – 2648
2024
Q3 		$233K Sell
1,000
-700
-41% -$156K ﹤0.01% 2264
2024
Q2 		$358K Buy
+1,700
New +$317K ﹤0.01% 2011

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

Kestra Advisory Services's AAPL Position: Q1 2026 in Review

Kestra Advisory Services increased its Apple (AAPL) stake by 12% in Q1 2026, buying an estimated $85M and bringing the position to 3,156,209 shares worth $801M. The position accounts for 3.03% of the portfolio, ranked #1.

Kestra Advisory Services first reported a position in AAPL in Q3 2020 and has held it in 23 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Kestra Advisory Services held 3,156,209 shares of Apple worth $801M as of Q1 2026.
  • Kestra Advisory Services bought 326,533 Apple shares in Q1 2026, an estimated $85M.
  • Apple made up 3.03% of Kestra Advisory Services's portfolio in Q1 2026, its #1 holding.
  • Kestra Advisory Services first reported a position in Apple in Q3 2020 and has held it in 23 quarters since.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.