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Kestra Investment Management’s Apple AAPL Stock Holding History

Kestra Investment Management’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 		$23M Sell
79,480
-3,621
-4% -$1.04M 0.45% 44
2026
Q1 		$21.1M Buy
83,101
+13,300
+19% +$3.46M 0.36% 49
2025
Q4 		$19M Buy
69,801
+1,394
+2% +$374K 0.46% 43
2025
Q3 		$17.4M Sell
68,407
-104,044
-60% -$23.5M 0.47% 43
2025
Q2 		$37.2M Buy
172,451
+66,254
+62% +$13.4M 0.57% 42
2025
Q1 		$23.6M Buy
106,197
+45,346
+75% +$10.5M 0.74% 33
2024
Q4 		$15.2M Buy
60,851
+2,054
+3% +$484K 0.6% 38
2024
Q3 		$13.7M Buy
58,797
+3,784
+7% +$845K 0.59% 41
2024
Q2 		$11.6M Buy
+55,013
New +$10.3M 0.79% 38

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

Kestra Investment Management's AAPL Position: Q2 2026 in Review

Kestra Investment Management reduced its Apple (AAPL) stake by 4.4% in Q2 2026, selling an estimated $1.04M and leaving 79,480 shares worth $23M. The position accounts for 0.45% of the portfolio, ranked #44.

Kestra Investment Management first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $37.2M in Q2 2025. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kestra Investment Management held 79,480 shares of Apple worth $23M as of Q2 2026.
  • Kestra Investment Management sold 3,621 Apple shares in Q2 2026, an estimated $1.04M.
  • Apple made up 0.45% of Kestra Investment Management's portfolio in Q2 2026, its #44 holding.
  • Kestra Investment Management first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • Kestra Investment Management's Apple position peaked at $37.2M in Q2 2025.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.