Keystone Financial Group (Kentucky)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $87.9M | Sell |
341,115
-512
| -0.1% | -$133K | 6.02% | 1 |
|
|
2025
Q4 | $92.9M | Sell |
341,627
-21,883
| -6% | -$5.87M | 6.87% | 1 |
|
|
2025
Q3 | $94M | Buy |
363,510
+9,353
| +3% | +$2.11M | 7.18% | 2 |
|
|
2025
Q2 | $74M | Buy |
354,157
+8,311
| +2% | +$1.68M | 6.68% | 2 |
|
|
2025
Q1 | $76M | Sell |
345,846
-14,312
| -4% | -$3.32M | 7.73% | 1 |
|
|
2024
Q4 | $89.4M | Buy |
360,158
+159,259
| +79% | +$37.5M | 8.79% | 1 |
|
|
2024
Q3 | $46.8M | Sell |
200,899
-3,108
| -2% | -$694K | 5.99% | 2 |
|
|
2024
Q2 | $43M | Buy |
204,007
+1,905
| +0.9% | +$355K | 15.39% | 1 |
|
|
2024
Q1 | $34.7M | Buy |
202,102
+8,982
| +5% | +$1.63M | 5.05% | 3 |
|
|
2023
Q4 | $37.2M | Sell |
193,120
-3,816
| -2% | -$705K | 6.46% | 3 |
|
|
2023
Q3 | $33.7M | Sell |
196,936
-360
| -0.2% | -$66K | 5.65% | 3 |
|
|
2023
Q2 | $38.3M | Buy |
+197,296
| New | +$34.4M | 6.51% | 2 |
|
|
2022
Q4 | $26.7M | Sell |
205,407
-7,915
| -4% | -$1.13M | 5.27% | 2 |
|
|
2022
Q3 | $29.5M | Sell |
213,322
-2,989
| -1% | -$469K | 5.98% | 2 |
|
|
2022
Q2 | $29.6M | Buy |
216,311
+355
| +0.2% | +$53.8K | 5.86% | 2 |
|
|
2022
Q1 | $37.7M | Sell |
215,956
-1,197
| -0.6% | -$201K | 6.4% | 2 |
|
|
2021
Q4 | $38.6M | Sell |
217,153
-11,584
| -5% | -$1.83M | 6.33% | 2 |
|
|
2021
Q3 | $32.4M | Sell |
228,737
-6,343
| -3% | -$934K | 5.86% | 2 |
|
|
2021
Q2 | $32.2M | Sell |
235,080
-11,754
| -5% | -$1.52M | 5.83% | 2 |
|
|
2021
Q1 | $30.2M | Sell |
246,834
-8,271
| -3% | -$1.06M | 5.87% | 2 |
|
|
2020
Q4 | $33.9M | Sell |
255,105
-8,806
| -3% | -$1.06M | 7.04% | 2 |
|
|
2020
Q3 | $30.6M | Sell |
263,911
-16,485
| -6% | -$1.8M | 7.5% | 2 |
|
|
2020
Q2 | $25.6M | Sell |
280,396
-4,100
| -1% | -$318K | 6.95% | 2 |
|
|
2020
Q1 | $18.1M | Buy |
284,496
+5,936
| +2% | +$437K | 5.99% | 2 |
|
|
2019
Q4 | $20.4M | Sell |
278,560
-8,636
| -3% | -$556K | 5.49% | 2 |
|
|
2019
Q3 | $16.1M | Sell |
287,196
-4,396
| -2% | -$230K | 4.95% | 2 |
|
|
2019
Q2 | $14.4M | Sell |
291,592
-1,992
| -0.7% | -$97.1K | 4.69% | 3 |
|
|
2019
Q1 | $13.9M | Buy |
293,584
+20,352
| +7% | +$863K | 4.96% | 2 |
|
|
2018
Q4 | $10.8M | Buy |
273,232
+8,608
| +3% | +$417K | 4.87% | 2 |
|
|
2018
Q3 | $15M | Buy |
264,624
+1,532
| +0.6% | +$79.8K | 6.15% | 1 |
|
|
2018
Q2 | $12.3M | Buy |
263,092
+1,536
| +0.6% | +$69.7K | 6.87% | 1 |
|
|
2018
Q1 | $10.9M | Buy |
261,556
+4,680
| +2% | +$201K | 6.05% | 3 |
|
|
2017
Q4 | $11.2M | Buy |
+256,876
| New | +$10.7M | 6.96% | 2 |
|
Other funds holding AAPL
VCM
VPM
Keystone Financial Group (Kentucky)'s AAPL Position: Q1 2026 in Review
Keystone Financial Group (Kentucky) reduced its Apple (AAPL) stake by 0.15% in Q1 2026, selling an estimated $133K and leaving 341,115 shares worth $87.9M. The position accounts for 6.02% of the portfolio, ranked #1.
Keystone Financial Group (Kentucky) first reported a position in AAPL in Q4 2017 and has held it in 33 quarters since. The position peaked at $94M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Keystone Financial Group (Kentucky) held 341,115 shares of Apple worth $87.9M as of Q1 2026.
- Keystone Financial Group (Kentucky) sold 512 Apple shares in Q1 2026, an estimated $133K.
- Apple made up 6.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #1 holding.
- Keystone Financial Group (Kentucky) first reported a position in Apple in Q4 2017 and has held it in 33 quarters since.
- Keystone Financial Group (Kentucky)'s Apple position peaked at $94M in Q3 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.