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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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