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Keyvantage Wealth’s Apple AAPL Stock Holding History

Keyvantage Wealth’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 		$7.33M Buy
25,334
+12,528
+98% +$3.58M 2.77% 13
2026
Q1 		$3.25M Buy
12,806
+359
+3% +$93.4K 1.43% 15
2025
Q4 		$3.38M Sell
12,447
-6,867
-36% -$1.84M 1.45% 17
2025
Q3 		$4.92M Buy
19,314
+1,284
+7% +$290K 2.06% 17
2025
Q2 		$3.7M Sell
18,030
-446
-2% -$90.1K 1.66% 20
2025
Q1 		$4.1M Sell
18,476
-3,079
-14% -$713K 2% 16
2024
Q4 		$5.4M Buy
+21,555
New +$5.08M 3.86% 8

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

Keyvantage Wealth's AAPL Position: Q2 2026 in Review

Keyvantage Wealth increased its Apple (AAPL) stake by 98% in Q2 2026, buying an estimated $3.58M and bringing the position to 25,334 shares worth $7.33M. The position accounts for 2.77% of the portfolio, ranked #13.

Keyvantage Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Keyvantage Wealth held 25,334 shares of Apple worth $7.33M as of Q2 2026.
  • Keyvantage Wealth bought 12,528 Apple shares in Q2 2026, an estimated $3.58M.
  • Apple made up 2.77% of Keyvantage Wealth's portfolio in Q2 2026, its #13 holding.
  • Keyvantage Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.