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Keynote Financial Services’s Apple AAPL Stock Holding History

Keynote Financial Services’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 		$10.7M Sell
37,054
-471
-1% -$135K 5.02% 1
2026
Q1 		$9.52M Sell
37,525
-292
-0.8% -$76K 5.06% 1
2025
Q4 		$10.3M Sell
37,817
-1,354
-3% -$363K 5.75% 1
2025
Q3 		$9.97M Sell
39,171
-1,185
-3% -$268K 6.02% 1
2025
Q2 		$8.28M Sell
40,356
-227
-0.6% -$45.8K 5.57% 1
2025
Q1 		$9.01M Sell
40,583
-840
-2% -$195K 6.44% 1
2024
Q4 		$10.4M Sell
41,423
-3,255
-7% -$767K 7.96% 1
2024
Q3 		$10.4M Sell
44,678
-130
-0.3% -$29K 7.95% 1
2024
Q2 		$9.44M Sell
44,808
-669
-1% -$125K 7.89% 1
2024
Q1 		$7.8M Buy
+45,477
New +$8.27M 6.54% 1

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Keynote Financial Services's AAPL Position: Q2 2026 in Review

Keynote Financial Services reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $135K and leaving 37,054 shares worth $10.7M. The position accounts for 5.02% of the portfolio, ranked #1.

Keynote Financial Services first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 3,430 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Keynote Financial Services held 37,054 shares of Apple worth $10.7M as of Q2 2026.
  • Keynote Financial Services sold 471 Apple shares in Q2 2026, an estimated $135K.
  • Apple made up 5.02% of Keynote Financial Services's portfolio in Q2 2026, its #1 holding.
  • Keynote Financial Services first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 3,430 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.