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 Q1	$457K	Buy	+1,800	New	+$468K	0.04%	174

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

KLCM Advisors's AAPL Position: Q1 2026 in Review

KLCM Advisors increased its Apple (AAPL) stake by 3.9% in Q1 2026, buying an estimated $2.77M and bringing the position to 282,168 shares worth $71.6M. The position accounts for 6.04% of the portfolio, ranked #2.

KLCM Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $73.8M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

KLCM Advisors held 282,168 shares of Apple worth $71.6M as of Q1 2026.
KLCM Advisors bought 10,635 Apple shares in Q1 2026, an estimated $2.77M.
Apple made up 6.04% of KLCM Advisors's portfolio in Q1 2026, its #2 holding.
KLCM Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
KLCM Advisors's Apple position peaked at $73.8M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.