KWM
AAPL icon

Kingsview Wealth Management’s Apple AAPL Stock Holding History

Kingsview 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
2022
Q1 		– Sell
-400
Closed -$69K – 854
2021
Q4 		$69K Sell
400
-100
-20% -$15.8K ﹤0.01% 899
2021
Q3 		$2K Buy
+500
New +$73.6K ﹤0.01% 860
2021
Q2 		– Sell
-600
Closed -$5K – 910
2021
Q1 		$5K Buy
600
+300
+100% +$38.5K ﹤0.01% 823
2020
Q4 		$3K Sell
300
-1,900
-86% -$229K ﹤0.01% 703
2020
Q3 		$1K Buy
2,200
+1,800
+450% +$196K ﹤0.01% 620
2020
Q2 		$1K Buy
+400
New +$31K ﹤0.01% 586
2019
Q4 		– Sell
-2,000
Closed -$7K – 492
2019
Q3 		$7K Sell
2,000
-1,600
-44% -$83.7K ﹤0.01% 421
2019
Q2 		$3K Buy
3,600
+2,400
+200% +$117K ﹤0.01% 426
2019
Q1 		$2K Buy
+1,200
New +$50.9K ﹤0.01% 464
2018
Q4 		– Sell
-4,800
Closed -$12K – 377
2018
Q3 		$12K Sell
4,800
-800
-14% -$41.7K ﹤0.01% 357
2018
Q2 		$7K Buy
5,600
+4,800
+600% +$218K ﹤0.01% 324
2018
Q1 		$2K Sell
800
-62,400
-99% -$2.69M ﹤0.01% 339
2017
Q4 		$39K Buy
63,200
+6,000
+10% +$251K 0.01% 309
2017
Q3 		$35K Buy
57,200
+800
+1% +$31K 0.02% 275
2017
Q2 		$3K Buy
56,400
+29,200
+107% +$1.08M ﹤0.01% 301
2017
Q1 		$21K Buy
+27,200
New +$896K 0.01% 237

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

Kingsview Wealth Management's AAPL Position: Q1 2026 in Review

Kingsview Wealth Management increased its Apple (AAPL) stake by 6.6% in Q1 2026, buying an estimated $12.4M and bringing the position to 763,437 shares worth $194M. The position accounts for 2.64% of the portfolio, ranked #2.

Kingsview Wealth Management first reported a position in AAPL in Q1 2017 and has held it in 37 quarters since. The position peaked at $195M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Kingsview Wealth Management held 763,437 shares of Apple worth $194M as of Q1 2026.
  • Kingsview Wealth Management bought 47,497 Apple shares in Q1 2026, an estimated $12.4M.
  • Apple made up 2.64% of Kingsview Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Kingsview Wealth Management first reported a position in Apple in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Apple position peaked at $195M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.