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Kinloch Capital’s Apple AAPL Stock Holding History

Kinloch Capital’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
Q1 		$1.43M Sell
5,640
-487
-8% -$127K 0.58% 54
2025
Q4 		$1.67M Buy
6,127
+2,058
+51% +$552K 0.72% 50
2025
Q3 		$1.04M Sell
4,069
-149
-4% -$33.7K 0.45% 50
2025
Q2 		$865K Buy
4,218
+1,200
+40% +$242K 0.4% 51
2025
Q1 		$670K Sell
3,018
-209
-6% -$48.4K 0.32% 54
2024
Q4 		$808K Sell
3,227
-50
-2% -$11.8K 0.41% 51
2024
Q3 		$764K Buy
3,277
+199
+6% +$44.4K 0.37% 57
2024
Q2 		$648K Buy
3,078
+1,218
+65% +$227K 0.34% 54
2024
Q1 		$319K Buy
1,860
+6
+0.3% +$1.09K 0.16% 60
2023
Q4 		$357K Sell
1,854
-151
-8% -$27.9K 0.23% 54
2023
Q3 		$343K Buy
2,005
+6
+0.3% +$1.1K 0.22% 55
2023
Q2 		$388K Buy
1,999
+14
+0.7% +$2.44K 0.23% 50
2023
Q1 		$327K Hold
1,985
– – 0.19% 52
2022
Q4 		$258K Sell
1,985
-341
-15% -$48.7K 0.15% 58
2022
Q3 		$321K Sell
2,326
-40
-2% -$6.28K 0.21% 55
2022
Q2 		$324K Sell
2,366
-472
-17% -$71.5K 0.21% 56
2022
Q1 		$496K Buy
2,838
+372
+15% +$62.6K 0.3% 51
2021
Q4 		$438K Buy
2,466
+232
+10% +$36.7K 0.27% 52
2021
Q3 		$316K Sell
2,234
-80
-3% -$11.8K 0.22% 54
2021
Q2 		$317K Buy
2,314
+307
+15% +$39.8K 0.23% 57
2021
Q1 		$245K Buy
2,007
+45
+2% +$5.78K 0.19% 58
2020
Q4 		$260K Buy
+1,962
New +$236K 0.22% 57

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

Kinloch Capital's AAPL Position: Q1 2026 in Review

Kinloch Capital reduced its Apple (AAPL) stake by 7.9% in Q1 2026, selling an estimated $127K and leaving 5,640 shares worth $1.43M. The position accounts for 0.58% of the portfolio, ranked #54.

Kinloch Capital first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.67M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Kinloch Capital held 5,640 shares of Apple worth $1.43M as of Q1 2026.
  • Kinloch Capital sold 487 Apple shares in Q1 2026, an estimated $127K.
  • Apple made up 0.58% of Kinloch Capital's portfolio in Q1 2026, its #54 holding.
  • Kinloch Capital first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Kinloch Capital's Apple position peaked at $1.67M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.