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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Key Client Fiduciary Advisors's AAPL Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $166K and leaving 45,444 shares worth $13.1M. The position accounts for 3.79% of the portfolio, ranked #4.

Key Client Fiduciary Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Key Client Fiduciary Advisors held 45,444 shares of Apple worth $13.1M as of Q2 2026.
Key Client Fiduciary Advisors sold 580 Apple shares in Q2 2026, an estimated $166K.
Apple made up 3.79% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #4 holding.
Key Client Fiduciary Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.