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
2021 Q4	–	Sell	-5,000	Closed	-$213K	–	144
2021 Q3	$213K	Buy	+5,000	New	+$736K	0.09%	136
2021 Q2	–	Sell	-10,100	Closed	-$273K	–	137
2021 Q1	$273K	Buy	+10,100	New	+$1.3M	0.14%	114
2019 Q3	–	Sell	-1,200	Closed	-$29K	–	95
2019 Q2	$29K	Buy	+1,200	New	+$58.5K	0.03%	91
2019 Q1	–	Sell	-2,800	Closed	-$28K	–	84
2018 Q4	$28K	Buy	+2,800	New	+$136K	0.03%	97

Other funds holding AAPL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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. 6,075 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.
6,075 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.