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Keudell/Morrison Wealth Management’s Apple AAPL Stock Holding History

Keudell/Morrison Wealth 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 		$19.4M Buy
66,958
+215
+0.3% +$61.5K 3.66% 5
2026
Q1 		$16.9M Buy
66,743
+1,168
+2% +$304K 3.46% 6
2025
Q4 		$17.8M Buy
+65,575
New +$17.6M 3.75% 6
2025
Q2 		$13.7M Sell
66,697
-2,990
-4% -$604K 3.04% 8
2025
Q1 		$15.5M Sell
69,687
-696
-1% -$161K 3.65% 8
2024
Q4 		$17.6M Buy
70,383
+36
+0.1% +$8.48K 4.59% 5
2024
Q3 		$16.4M Buy
70,347
+2,725
+4% +$609K 4.45% 5
2024
Q2 		$14.2M Sell
67,622
-67
-0.1% -$12.5K 4.17% 5
2024
Q1 		$11.6M Sell
67,689
-628
-0.9% -$114K 3.51% 6
2023
Q4 		$13.2M Sell
68,317
-581
-0.8% -$107K 4.34% 4
2023
Q3 		$11.8M Sell
68,898
-225
-0.3% -$41.3K 3.6% 6
2023
Q2 		$13.4M Sell
69,123
-360
-0.5% -$62.7K 3.86% 6
2023
Q1 		$11.5M Buy
69,483
+7
+0% +$1.03K 3.37% 7
2022
Q4 		$9.03M Sell
69,476
-1,189
-2% -$170K 2.9% 7
2022
Q3 		$9.77M Buy
70,665
+3,346
+5% +$525K 3.65% 6
2022
Q2 		$9.2M Sell
67,319
-572
-0.8% -$86.6K 3.34% 6
2022
Q1 		$11.9M Sell
67,891
-119
-0.2% -$20K 4.96% 3
2021
Q4 		$12.1M Sell
68,010
-2,537
-4% -$401K 4.77% 2
2021
Q3 		$9.98M Sell
70,547
-490
-0.7% -$72.1K 4.28% 3
2021
Q2 		$9.73M Buy
71,037
+291
+0.4% +$37.7K 5.33% 1
2021
Q1 		$8.64M Sell
70,746
-536
-0.8% -$68.8K 5.01% 1
2020
Q4 		$9.46M Sell
71,282
-1,231
-2% -$148K 6% 1
2020
Q3 		$8.4M Sell
72,513
-3,583
-5% -$391K 5.4% 2
2020
Q2 		$6.94M Buy
76,096
+1,616
+2% +$125K 5.74% 1
2020
Q1 		$4.74M Sell
74,480
-3,464
-4% -$255K 4.63% 1
2019
Q4 		$5.72M Sell
77,944
-2,748
-3% -$177K 3.96% 2
2019
Q3 		$4.52M Sell
80,692
-1,272
-2% -$66.5K 3.73% 1
2019
Q2 		$4.08M Sell
81,964
-164
-0.2% -$7.99K 3.57% 1
2019
Q1 		$3.9M Buy
+82,128
New +$3.48M 3.43% 1

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

Keudell/Morrison Wealth Management's AAPL Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Apple (AAPL) stake by 0.32% in Q2 2026, buying an estimated $61.5K and bringing the position to 66,958 shares worth $19.4M. The position accounts for 3.66% of the portfolio, ranked #5.

Keudell/Morrison Wealth Management first reported a position in AAPL in Q1 2019 and has held it in 29 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Keudell/Morrison Wealth Management held 66,958 shares of Apple worth $19.4M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 215 Apple shares in Q2 2026, an estimated $61.5K.
  • Apple made up 3.66% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Keudell/Morrison Wealth Management first reported a position in Apple in Q1 2019 and has held it in 29 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.