Keystone Financial Services (Colorado)’s Apple AAPL Stock Holding History

Keystone Financial Services (Colorado)’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 Q1	$1.26M	Buy	4,980 +85	+2%	+$22.1K	0.37%	36
2025 Q4	$1.33M	Buy	4,895 +832	+20%	+$223K	0.4%	32
2025 Q3	$1.03M	Hold	4,063	–	–	0.32%	39
2025 Q2	$834K	Buy	4,063 +163	+4%	+$32.9K	0.28%	47
2025 Q1	$866K	Hold	3,900	–	–	0.33%	40
2024 Q4	$977K	Hold	3,900	–	–	0.37%	30
2024 Q3	$909K	Buy	3,900 +40	+1%	+$8.93K	0.35%	30
2024 Q2	$813K	Hold	3,860	–	–	0.34%	31
2024 Q1	$662K	Hold	3,860	–	–	0.29%	40
2023 Q4	$743K	Sell	3,860 -53	-1%	-$9.79K	0.35%	33
2023 Q3	$670K	Buy	3,913 +455	+13%	+$83.4K	0.35%	31
2023 Q2	$671K	Sell	3,458 -1,345	-28%	-$234K	0.34%	32
2023 Q1	$792K	Hold	4,803	–	–	0.42%	22
2022 Q4	$693K	Hold	4,803	–	–	0.37%	30
2022 Q3	$695K	Hold	4,803	–	–	0.4%	27
2022 Q2	$769K	Hold	4,803	–	–	0.42%	28
2022 Q1	$730K	Sell	4,803 -797	-14%	-$134K	0.42%	27
2021 Q4	$994K	Buy	+5,600	New	+$885K	0.51%	23

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keystone Financial Services (Colorado)'s AAPL Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its Apple (AAPL) stake by 1.7% in Q1 2026, buying an estimated $22.1K and bringing the position to 4,980 shares worth $1.26M. The position accounts for 0.37% of the portfolio, ranked #36.

Keystone Financial Services (Colorado) first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.33M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Keystone Financial Services (Colorado) held 4,980 shares of Apple worth $1.26M as of Q1 2026.
Keystone Financial Services (Colorado) bought 85 Apple shares in Q1 2026, an estimated $22.1K.
Apple made up 0.37% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #36 holding.
Keystone Financial Services (Colorado) first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Keystone Financial Services (Colorado)'s Apple position peaked at $1.33M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.