Kiley Juergens Wealth 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
Q1 | $36.2M | Sell |
142,802
-568
| -0.4% | -$148K | 6.39% | 2 |
|
|
2025
Q4 | $39M | Sell |
143,370
-3,047
| -2% | -$818K | 8.42% | 2 |
|
|
2025
Q3 | $37.3M | Sell |
146,417
-11,480
| -7% | -$2.59M | 8.21% | 2 |
|
|
2025
Q2 | $32.4M | Buy |
157,897
+4,776
| +3% | +$965K | 7.48% | 3 |
|
|
2025
Q1 | $34M | Sell |
153,121
-4,447
| -3% | -$1.03M | 9.05% | 2 |
|
|
2024
Q4 | $39.5M | Sell |
157,568
-1,063
| -0.7% | -$251K | 9.89% | 2 |
|
|
2024
Q3 | $37M | Sell |
158,631
-1,228
| -0.8% | -$274K | 9.59% | 2 |
|
|
2024
Q2 | $33.7M | Buy |
159,859
+767
| +0.5% | +$143K | 9.35% | 2 |
|
|
2024
Q1 | $27.3M | Sell |
159,092
-2,933
| -2% | -$533K | 8.44% | 2 |
|
|
2023
Q4 | $31.2M | Sell |
162,025
-8,852
| -5% | -$1.63M | 10.44% | 2 |
|
|
2023
Q3 | $29.3M | Sell |
170,877
-5,265
| -3% | -$966K | 10.56% | 2 |
|
|
2023
Q2 | $34.2M | Sell |
176,142
-1,664
| -0.9% | -$290K | 11.78% | 2 |
|
|
2023
Q1 | $29.3M | Sell |
177,806
-103
| -0.1% | -$15.2K | 10.97% | 2 |
|
|
2022
Q4 | $23.1M | Sell |
177,909
-817
| -0.5% | -$117K | 9.69% | 2 |
|
|
2022
Q3 | $24.7M | Sell |
178,726
-1,641
| -0.9% | -$258K | 11.62% | 2 |
|
|
2022
Q2 | $24.7M | Buy |
180,367
+59,812
| +50% | +$9.06M | 11.67% | 2 |
|
|
2022
Q1 | $21.1M | Sell |
120,555
-47,183
| -28% | -$7.93M | 10.16% | 2 |
|
|
2021
Q4 | $29.8M | Buy |
167,738
+5,095
| +3% | +$805K | 11.3% | 2 |
|
|
2021
Q3 | $23M | Buy |
162,643
+1,438
| +0.9% | +$212K | 10.09% | 2 |
|
|
2021
Q2 | $22.1M | Buy |
161,205
+3,991
| +3% | +$517K | 10.12% | 2 |
|
|
2021
Q1 | $19.2M | Buy |
157,214
+9,487
| +6% | +$1.22M | 10.03% | 2 |
|
|
2020
Q4 | $19.6M | Sell |
147,727
-915
| -0.6% | -$110K | 11.59% | 2 |
|
|
2020
Q3 | $17.2M | Sell |
148,642
-21,426
| -13% | -$2.34M | 12.58% | 2 |
|
|
2020
Q2 | $15.5M | Sell |
170,068
-3,448
| -2% | -$267K | 12.95% | 2 |
|
|
2020
Q1 | $11M | Sell |
173,516
-84
| -0% | -$6.18K | 11.38% | 2 |
|
|
2019
Q4 | $12.7M | Sell |
173,600
-4,892
| -3% | -$315K | 11.19% | 2 |
|
|
2019
Q3 | $9.99M | Sell |
178,492
-2,252
| -1% | -$118K | 10.94% | 2 |
|
|
2019
Q2 | $8.94M | Buy |
180,744
+52
| +0% | +$2.53K | 10.06% | 3 |
|
|
2019
Q1 | $8.58M | Buy |
180,692
+2,572
| +1% | +$109K | 10.69% | 3 |
|
|
2018
Q4 | $7.02M | Buy |
178,120
+1,976
| +1% | +$95.8K | 9.83% | 3 |
|
|
2018
Q3 | $9.94M | Buy |
176,144
+20,140
| +13% | +$1.05M | 7.42% | 2 |
|
|
2018
Q2 | $7.22M | Buy |
156,004
+1,524
| +1% | +$69.1K | 6.45% | 3 |
|
|
2018
Q1 | $6.48M | Sell |
154,480
-4,404
| -3% | -$190K | 7.03% | 3 |
|
|
2017
Q4 | $6.72M | Buy |
+158,884
| New | +$6.64M | 6.05% | 3 |
|
Other funds holding AAPL
VCM
VPM
Kiley Juergens Wealth Management's AAPL Position: Q1 2026 in Review
Kiley Juergens Wealth Management reduced its Apple (AAPL) stake by 0.4% in Q1 2026, selling an estimated $148K and leaving 142,802 shares worth $36.2M. The position accounts for 6.39% of the portfolio, ranked #2.
Kiley Juergens Wealth Management first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $39.5M in Q4 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Kiley Juergens Wealth Management held 142,802 shares of Apple worth $36.2M as of Q1 2026.
- Kiley Juergens Wealth Management sold 568 Apple shares in Q1 2026, an estimated $148K.
- Apple made up 6.39% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #2 holding.
- Kiley Juergens Wealth Management first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Kiley Juergens Wealth Management's Apple position peaked at $39.5M in Q4 2024.
- 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.