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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keyvantage Wealth's AAPL Position: Q1 2026 in Review

Keyvantage Wealth increased its Apple (AAPL) stake by 2.9% in Q1 2026, buying an estimated $93.4K and bringing the position to 12,806 shares worth $3.25M. The position accounts for 1.43% of the portfolio, ranked #15.

Keyvantage Wealth first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.4M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Keyvantage Wealth held 12,806 shares of Apple worth $3.25M as of Q1 2026.
  • Keyvantage Wealth bought 359 Apple shares in Q1 2026, an estimated $93.4K.
  • Apple made up 1.43% of Keyvantage Wealth's portfolio in Q1 2026, its #15 holding.
  • Keyvantage Wealth first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's Apple position peaked at $5.4M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.