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Key Client Fiduciary Advisors’s Apple AAPL Stock Holding History

Key Client Fiduciary 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
Q2 		$13.1M Sell
45,444
-580
-1% -$166K 3.79% 4
2026
Q1 		$11.7M Buy
46,024
+464
+1% +$121K 3.97% 3
2025
Q4 		$12.4M Sell
45,560
-1,279
-3% -$343K 4.22% 4
2025
Q3 		$11.9M Sell
46,839
-2,611
-5% -$590K 3.95% 4
2025
Q2 		$10.1M Sell
49,450
-1,181
-2% -$239K 4.1% 3
2025
Q1 		$11.2M Sell
50,631
-849
-2% -$197K 5.12% 2
2024
Q4 		$12.9M Sell
51,480
-228
-0.4% -$53.7K 5.68% 2
2024
Q3 		$12M Buy
51,708
+418
+0.8% +$93.3K 5.39% 2
2024
Q2 		$10.8M Buy
51,290
+1,432
+3% +$267K 5.37% 2
2024
Q1 		$8.55M Buy
49,858
+2,886
+6% +$525K 4.54% 3
2023
Q4 		$9.04M Sell
46,972
-3,227
-6% -$596K 5.25% 1
2023
Q3 		$8.59M Buy
50,199
+822
+2% +$151K 5.27% 1
2023
Q2 		$9.58M Buy
49,377
+106
+0.2% +$18.5K 5.57% 1
2023
Q1 		$8.12M Buy
49,271
+853
+2% +$126K 5.07% 1
2022
Q4 		$6.29M Buy
48,418
+15,144
+46% +$2.16M 4.25% 3
2022
Q3 		$4.6M Sell
33,274
-595
-2% -$93.4K 4.16% 6
2022
Q2 		$4.63M Sell
33,869
-213
-0.6% -$32.3K 4.51% 5
2022
Q1 		$5.95M Buy
34,082
+308
+0.9% +$51.8K 4.7% 1
2021
Q4 		$6M Buy
+33,774
New +$5.34M 4.95% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return