KG&L Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.2M | Sell |
14,511
-524
| -3% | -$150K | 2.5% | 8 |
|
|
2026
Q1 | $3.75M | Sell |
15,035
-41,192
| -73% | -$10.7M | 2.69% | 7 |
|
|
2025
Q4 | $15.2M | Sell |
56,227
-2,115
| -4% | -$568K | 3.77% | 5 |
|
|
2025
Q3 | $14.8M | Sell |
58,342
-11,108
| -16% | -$2.51M | 3.96% | 3 |
|
|
2025
Q2 | $14.2M | Buy |
69,450
+16,373
| +31% | +$3.31M | 4.2% | 4 |
|
|
2025
Q1 | $11.8M | Sell |
53,077
-3,674
| -6% | -$851K | 3.81% | 4 |
|
|
2024
Q4 | $14.2M | Sell |
56,751
-1,505
| -3% | -$355K | 4.55% | 2 |
|
|
2024
Q3 | $13.5M | Buy |
58,256
+2,240
| +4% | +$500K | 4.36% | 2 |
|
|
2024
Q2 | $11.8M | Sell |
56,016
-2,203
| -4% | -$411K | 4.07% | 2 |
|
|
2024
Q1 | $10M | Sell |
58,219
-10,881
| -16% | -$1.98M | 3.97% | 7 |
|
|
2023
Q4 | $13.3M | Buy |
69,100
+411
| +0.6% | +$75.9K | 5.56% | 2 |
|
|
2023
Q3 | $11.8M | Buy |
68,689
+1,997
| +3% | +$366K | 5.68% | 2 |
|
|
2023
Q2 | $12.9M | Sell |
66,692
-1,190
| -2% | -$207K | 6.2% | 2 |
|
|
2023
Q1 | $11.2M | Sell |
67,882
-1,982
| -3% | -$292K | 5.87% | 2 |
|
|
2022
Q4 | $9.08M | Sell |
69,864
-8,676
| -11% | -$1.24M | 5.25% | 3 |
|
|
2022
Q3 | $10.9M | Sell |
78,540
-5,599
| -7% | -$879K | 6.13% | 2 |
|
|
2022
Q2 | $11.5M | Sell |
84,139
-16,125
| -16% | -$2.44M | 6.21% | 2 |
|
|
2022
Q1 | $17.5M | Buy |
100,264
+825
| +0.8% | +$139K | 7.3% | 2 |
|
|
2021
Q4 | $17.7M | Sell |
99,439
-7,437
| -7% | -$1.18M | 7.12% | 2 |
|
|
2021
Q3 | $15.1M | Buy |
106,876
+1,507
| +1% | +$222K | 6.63% | 2 |
|
|
2021
Q2 | $14.4M | Buy |
105,369
+4,937
| +5% | +$640K | 6.58% | 2 |
|
|
2021
Q1 | $12.3M | Buy |
100,432
+7,130
| +8% | +$915K | 6.11% | 2 |
|
|
2020
Q4 | $12.4M | Buy |
93,302
+1,829
| +2% | +$220K | 6.75% | 2 |
|
|
2020
Q3 | $10.6M | Buy |
91,473
+6,377
| +7% | +$696K | 6.63% | 2 |
|
|
2020
Q2 | $7.76M | Buy |
85,096
+136
| +0.2% | +$10.5K | 5.96% | 2 |
|
|
2020
Q1 | $5.4M | Buy |
84,960
+23,776
| +39% | +$1.75M | 5.37% | 2 |
|
|
2019
Q4 | $4.49M | Sell |
61,184
-304
| -0.5% | -$19.6K | 3.81% | 3 |
|
|
2019
Q3 | $3.44M | Sell |
61,488
-552
| -0.9% | -$28.9K | 3.12% | 5 |
|
|
2019
Q2 | $3.07M | Buy |
62,040
+1,296
| +2% | +$63.1K | 2.93% | 5 |
|
|
2019
Q1 | $2.88M | Buy |
60,744
+4,760
| +9% | +$202K | 2.91% | 5 |
|
|
2018
Q4 | $2.22M | Buy |
+55,984
| New | +$2.71M | 2.48% | 7 |
|
Other funds holding AAPL
KG&L Capital Management's AAPL Position: Q2 2026 in Review
KG&L Capital Management reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $150K and leaving 14,511 shares worth $4.2M. The position accounts for 2.5% of the portfolio, ranked #8.
KG&L Capital Management first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.7M in Q4 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- KG&L Capital Management held 14,511 shares of Apple worth $4.2M as of Q2 2026.
- KG&L Capital Management sold 524 Apple shares in Q2 2026, an estimated $150K.
- Apple made up 2.5% of KG&L Capital Management's portfolio in Q2 2026, its #8 holding.
- KG&L Capital Management first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- KG&L Capital Management's Apple position peaked at $17.7M in Q4 2021.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.