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	-1,900	Closed	-$328K	–	855
2021 Q4	$328K	Buy	1,900 +900	+90%	+$142K	0.01%	691
2021 Q3	$7K	Buy	+1,000	New	+$147K	﹤0.01%	849
2020 Q3	–	Sell	-1,200	Closed	-$2K	–	640
2020 Q2	$2K	Sell	1,200 -6,000	-83%	-$465K	﹤0.01%	582
2020 Q1	$1K	Buy	+7,200	New	+$530K	﹤0.01%	489
2019 Q1	–	Sell	-8,000	Closed	-$2K	–	488
2018 Q4	$2K	Buy	+8,000	New	+$388K	﹤0.01%	358
2018 Q2	–	Sell	-14,000	Closed	-$13K	–	379
2018 Q1	$13K	Buy	+14,000	New	+$603K	﹤0.01%	311
2017 Q4	–	Sell	-21,600	Closed	-$8K	–	389
2017 Q3	$8K	Sell	21,600 -1,200	-5%	-$46.6K	﹤0.01%	287
2017 Q2	$9K	Buy	22,800 +1,200	+6%	+$44.4K	﹤0.01%	274
2017 Q1	$4K	Buy	+21,600	New	+$711K	﹤0.01%	260

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Kingsview Wealth Management reduced its Apple (AAPL) stake by 22% in Q2 2026, selling an estimated $48.9M and leaving 592,616 shares worth $171M. The position accounts for 2.08% of the portfolio, ranked #7.

Kingsview Wealth Management first reported a position in AAPL in Q1 2017 and has held it in 38 quarters since. The position peaked at $195M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Kingsview Wealth Management held 592,616 shares of Apple worth $171M as of Q2 2026.
Kingsview Wealth Management sold 170,821 Apple shares in Q2 2026, an estimated $48.9M.
Apple made up 2.08% of Kingsview Wealth Management's portfolio in Q2 2026, its #7 holding.
Kingsview Wealth Management first reported a position in Apple in Q1 2017 and has held it in 38 quarters since.
Kingsview Wealth Management's Apple position peaked at $195M in Q4 2025.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.