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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
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

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

KFG Wealth Management's AAPL Position: Q2 2026 in Review

KFG Wealth Management increased its Apple (AAPL) stake by 14% in Q2 2026, buying an estimated $987K and bringing the position to 28,267 shares worth $8.18M. The position accounts for 0.92% of the portfolio, ranked #20.

KFG Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • KFG Wealth Management held 28,267 shares of Apple worth $8.18M as of Q2 2026.
  • KFG Wealth Management bought 3,452 Apple shares in Q2 2026, an estimated $987K.
  • Apple made up 0.92% of KFG Wealth Management's portfolio in Q2 2026, its #20 holding.
  • KFG Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.