KFI
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Key Financial Inc’s Apple AAPL Stock Holding History

Key Financial Inc’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 		$29.7M Sell
102,793
-679
-0.7% -$194K 4.87% 1
2026
Q1 		$26.3M Buy
103,472
+6,327
+7% +$1.65M 4.67% 1
2025
Q4 		$26.4M Sell
97,145
-546
-0.6% -$147K 4.82% 1
2025
Q3 		$25M Sell
97,691
-1,370
-1% -$309K 4.61% 1
2025
Q2 		$20.3M Buy
99,061
+1,604
+2% +$324K 4.09% 1
2025
Q1 		$21.6M Sell
97,457
-857
-0.9% -$199K 4.71% 1
2024
Q4 		$24.6M Sell
98,314
-1,458
-1% -$344K 5.6% 1
2024
Q3 		$23.2M Sell
99,772
-34
-0% -$7.59K 5.14% 1
2024
Q2 		$21M Sell
99,806
-3,328
-3% -$621K 5.04% 1
2024
Q1 		$17.7M Sell
103,134
-1,627
-2% -$296K 4.51% 1
2023
Q4 		$20.2M Sell
104,761
-36
-0% -$6.65K 5.51% 1
2023
Q3 		$17.9M Sell
104,797
-1,800
-2% -$330K 6.05% 1
2023
Q2 		$20.7M Buy
106,597
+680
+0.6% +$118K 6.85% 1
2023
Q1 		$17.5M Buy
105,917
+3,991
+4% +$589K 6.37% 1
2022
Q4 		$14.1M Hold
101,926
– – 6.65% 1
2022
Q3 		$14.1M Buy
101,926
+1,919
+2% +$301K 6.62% 1
2022
Q2 		$13.9M Buy
100,007
+2,289
+2% +$347K 7.52% 1
2022
Q1 		$17.1M Buy
97,718
+4,288
+5% +$721K 8.48% 1
2021
Q4 		$16.6M Buy
93,430
+10,326
+12% +$1.63M 8.31% 1
2021
Q3 		$11.8M Sell
83,104
-785
-0.9% -$116K 6.65% 1
2021
Q2 		$12.2M Buy
83,889
+833
+1% +$108K 6.84% 1
2021
Q1 		$10.1M Buy
83,056
+3,251
+4% +$417K 6.69% 1
2020
Q4 		$10.6M Sell
79,805
-931
-1% -$112K 7.88% 1
2020
Q3 		$9.35M Sell
80,736
-4,128
-5% -$450K 9.59% 1
2020
Q2 		$7.68M Buy
84,864
+948
+1% +$73.5K 8.8% 1
2020
Q1 		$5.35M Sell
83,916
-2,984
-3% -$219K 5.48% 3
2019
Q4 		$6.38M Buy
+86,900
New +$5.59M 5.98% 2

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

Key Financial Inc's AAPL Position: Q2 2026 in Review

Key Financial Inc reduced its Apple (AAPL) stake by 0.66% in Q2 2026, selling an estimated $194K and leaving 102,793 shares worth $29.7M. The position accounts for 4.87% of the portfolio, ranked #1.

Key Financial Inc first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Key Financial Inc held 102,793 shares of Apple worth $29.7M as of Q2 2026.
  • Key Financial Inc sold 679 Apple shares in Q2 2026, an estimated $194K.
  • Apple made up 4.87% of Key Financial Inc's portfolio in Q2 2026, its #1 holding.
  • Key Financial Inc first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.