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 $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

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.