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Kiker Wealth Management’s Apple AAPL Stock Holding History

Kiker 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 		$1.11M Sell
3,844
-99
-3% -$28.3K 0.43% 42
2026
Q1 		$1M Buy
+3,943
New +$1.03M 0.48% 32
2025
Q4 		– Sell
-5,013
Closed -$1.28M – 13
2025
Q3 		$1.28M Sell
5,013
-679
-12% -$153K 0.64% 40
2025
Q2 		$1.17M Sell
5,692
-457
-7% -$92.3K 0.66% 38
2025
Q1 		$1.37M Buy
6,149
+2,647
+76% +$613K 0.93% 23
2024
Q4 		$877K Buy
+3,502
New +$825K 0.71% 33

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

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

Kiker Wealth Management reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $28.3K and leaving 3,844 shares worth $1.11M. The position accounts for 0.43% of the portfolio, ranked #42.

Kiker Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q1 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kiker Wealth Management held 3,844 shares of Apple worth $1.11M as of Q2 2026.
  • Kiker Wealth Management sold 99 Apple shares in Q2 2026, an estimated $28.3K.
  • Apple made up 0.43% of Kiker Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Kiker Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Kiker Wealth Management's Apple position peaked at $1.37M in Q1 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.