KF
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KKM Financial’s Apple AAPL Stock Holding History

KKM Financial’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 		$12.5M Hold
46,017
– – 2.22% 7
2025
Q4 		$12.5M Buy
46,017
+197
+0.4% +$52.9K 2.22% 7
2025
Q3 		$11.7M Buy
45,820
+2,565
+6% +$579K 3.67% 2
2025
Q2 		$8.87M Buy
43,255
+3,583
+9% +$724K 3.08% 4
2025
Q1 		$8.72M Sell
39,672
-2,962
-7% -$686K 3.69% 3
2024
Q4 		$10.6M Buy
42,634
+4,039
+10% +$952K 4.42% 1
2024
Q3 		$8.99M Sell
38,595
-3,260
-8% -$728K 4.45% 1
2024
Q2 		$8.66M Buy
41,855
+95
+0.2% +$17.7K 4.11% 1
2024
Q1 		$7.16M Buy
41,760
+3,101
+8% +$564K 3.49% 1
2023
Q4 		$7.44M Buy
+38,659
New +$7.14M 4.69% 1

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

KKM Financial's AAPL Position: Q1 2026 in Review

KKM Financial held its Apple (AAPL) position steady in Q1 2026 at 46,017 shares worth $12.5M. The position accounts for 2.22% of the portfolio, ranked #7.

KKM Financial first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • KKM Financial held 46,017 shares of Apple worth $12.5M as of Q1 2026.
  • KKM Financial left its Apple share count unchanged in Q1 2026.
  • Apple made up 2.22% of KKM Financial's portfolio in Q1 2026, its #7 holding.
  • KKM Financial first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.