KLCM Advisors’s Apple AAPL Stock Holding History

KLCM Advisors’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 Q2	–	Sell	-1,800	Closed	-$457K	–	300
2026 Q1	$457K	Buy	+1,800	New	+$468K	0.04%	174

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

KLCM Advisors's AAPL Position: Q2 2026 in Review

KLCM Advisors reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $1.6M and leaving 276,575 shares worth $80M. The position accounts for 6.3% of the portfolio, ranked #2.

KLCM Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

KLCM Advisors held 276,575 shares of Apple worth $80M as of Q2 2026.
KLCM Advisors sold 5,593 Apple shares in Q2 2026, an estimated $1.6M.
Apple made up 6.3% of KLCM Advisors's portfolio in Q2 2026, its #2 holding.
KLCM Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.