KPWG
AAPL icon

KFA Private Wealth Group’s Apple AAPL Stock Holding History

KFA Private Wealth Group’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 		$5.2M Sell
17,976
-2,649
-13% -$758K 1.25% 17
2026
Q1 		$5.23M Sell
20,625
-2,682
-12% -$698K 1.26% 17
2025
Q4 		$6.34M Buy
23,307
+4,146
+22% +$1.11M 1.54% 17
2025
Q3 		$4.88M Sell
19,161
-696
-4% -$157K 1.39% 19
2025
Q2 		$4.07M Sell
19,857
-667
-3% -$135K 1.26% 19
2025
Q1 		$4.56M Buy
20,524
+5,556
+37% +$1.29M 1.6% 18
2024
Q4 		$3.75M Sell
14,968
-413
-3% -$97.3K 1.57% 16
2024
Q3 		$3.58M Buy
15,381
+522
+4% +$117K 1.71% 15
2024
Q2 		$3.13M Sell
14,859
-14,445
-49% -$2.69M 1.62% 15
2024
Q1 		$5.03M Buy
29,304
+1,648
+6% +$300K 1.56% 12
2023
Q4 		$5.32M Buy
27,656
+832
+3% +$154K 1.91% 11
2023
Q3 		$4.59M Sell
26,824
-120
-0.4% -$22K 1.91% 12
2023
Q2 		$5.23M Sell
26,944
-421
-2% -$73.4K 2.17% 12
2023
Q1 		$4.51M Buy
27,365
+126
+0.5% +$18.6K 2.05% 12
2022
Q4 		$3.54M Buy
27,239
+146
+0.5% +$20.9K 1.81% 12
2022
Q3 		$3.74M Sell
27,093
-197
-0.7% -$30.9K 1.99% 12
2022
Q2 		$3.73M Sell
27,290
-106
-0.4% -$16.1K 2.06% 12
2022
Q1 		$4.78M Buy
27,396
+413
+2% +$69.5K 2.4% 12
2021
Q4 		$4.79M Sell
26,983
-516
-2% -$81.5K 2.38% 12
2021
Q3 		$3.89M Sell
27,499
-276
-1% -$40.6K 2.13% 12
2021
Q2 		$3.8M Sell
27,775
-453
-2% -$58.7K 2.08% 12
2021
Q1 		$3.45M Buy
28,228
+515
+2% +$66.1K 2.01% 13
2020
Q4 		$3.68M Buy
27,713
+1,727
+7% +$208K 2.33% 13
2020
Q3 		$3.01M Buy
25,986
+618
+2% +$67.4K 2.26% 13
2020
Q2 		$2.31M Sell
25,368
-732
-3% -$56.7K 2.22% 12
2020
Q1 		$1.66M Buy
26,100
+868
+3% +$63.8K 1.96% 12
2019
Q4 		$1.85M Buy
+25,232
New +$1.62M 1.7% 11

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

KFA Private Wealth Group's AAPL Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Apple (AAPL) stake by 13% in Q2 2026, selling an estimated $758K and leaving 17,976 shares worth $5.2M. The position accounts for 1.25% of the portfolio, ranked #17.

KFA Private Wealth Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.34M in Q4 2025. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • KFA Private Wealth Group held 17,976 shares of Apple worth $5.2M as of Q2 2026.
  • KFA Private Wealth Group sold 2,649 Apple shares in Q2 2026, an estimated $758K.
  • Apple made up 1.25% of KFA Private Wealth Group's portfolio in Q2 2026, its #17 holding.
  • KFA Private Wealth Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • KFA Private Wealth Group's Apple position peaked at $6.34M in Q4 2025.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.