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KG&L Capital Management’s Apple AAPL Stock Holding History

KG&L Capital 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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
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

KG&L Capital Management's AAPL Position: Q1 2026 in Review

KG&L Capital Management reduced its Apple (AAPL) stake by 73% in Q1 2026, selling an estimated $10.7M and leaving 15,035 shares worth $3.75M. The position accounts for 2.69% of the portfolio, ranked #7.

KG&L Capital Management first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $17.7M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • KG&L Capital Management held 15,035 shares of Apple worth $3.75M as of Q1 2026.
  • KG&L Capital Management sold 41,192 Apple shares in Q1 2026, an estimated $10.7M.
  • Apple made up 2.69% of KG&L Capital Management's portfolio in Q1 2026, its #7 holding.
  • KG&L Capital Management first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • KG&L Capital Management's Apple position peaked at $17.7M in Q4 2021.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.