KFG Wealth Management
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KFG Wealth Management’s Apple AAPL Stock Holding History

KFG Wealth Management’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
Q3 		$8.99M Sell
27,002
-1,265
-4% -$406K 0.98% 19
2026
Q2 		$8.18M Buy
28,267
+3,452
+14% +$987K 0.92% 20
2026
Q1 		$6.3M Sell
24,815
-332
-1% -$86.4K 0.81% 22
2025
Q4 		$6.84M Sell
25,147
-2,313
-8% -$621K 0.91% 19
2025
Q3 		$6.99M Sell
27,460
-314
-1% -$70.9K 1.01% 15
2025
Q2 		$5.7M Buy
27,774
+6,867
+33% +$1.39M 0.92% 20
2025
Q1 		$4.64M Buy
20,907
+3,309
+19% +$767K 0.84% 26
2024
Q4 		$4.41M Sell
17,598
-4,334
-20% -$1.02M 0.82% 24
2024
Q3 		$5.11M Sell
21,932
-2,317
-10% -$517K 1.11% 22
2024
Q2 		$5.11M Buy
24,249
+305
+1% +$56.9K 2.03% 14
2024
Q1 		$4.11M Buy
23,944
+5,702
+31% +$1.04M 1.69% 15
2023
Q4 		$3.51M Sell
18,242
-6,250
-26% -$1.15M 1.6% 18
2023
Q3 		$4.19M Buy
24,492
+515
+2% +$94.4K 2.28% 12
2023
Q2 		$4.65M Buy
23,977
+302
+1% +$52.6K 2.72% 10
2023
Q1 		$3.92M Sell
23,675
-360
-1% -$53.1K 2.71% 10
2022
Q4 		$3.12M Buy
+24,035
New +$3.43M 3.2% 7

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

KFG Wealth Management's AAPL Position: Q3 2026 in Review

KFG Wealth Management reduced its Apple (AAPL) stake by 4.5% in Q3 2026, selling an estimated $406K and leaving 27,002 shares worth $8.99M. The position accounts for 0.98% of the portfolio, ranked #19.

KFG Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • KFG Wealth Management held 27,002 shares of Apple worth $8.99M as of Q3 2026.
  • KFG Wealth Management sold 1,265 Apple shares in Q3 2026, an estimated $406K.
  • Apple made up 0.98% of KFG Wealth Management's portfolio in Q3 2026, its #19 holding.
  • KFG Wealth Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.