Klein Pavlis & Peasley Financial’s Apple AAPL Stock Holding History

Klein Pavlis & Peasley 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 Q2	$666K	Sell	2,302 -23	-1%	-$6.58K	0.35%	71
2026 Q1	$590K	Buy	2,325 +482	+26%	+$125K	0.33%	72
2025 Q4	$501K	Buy	1,843 +699	+61%	+$188K	0.3%	74
2025 Q3	$291K	Sell	1,144 -477	-29%	-$108K	0.18%	80
2025 Q2	$333K	Sell	1,621 -2,630	-62%	-$531K	0.22%	62
2025 Q1	$949K	Sell	4,251 -163	-4%	-$37.8K	0.68%	48
2024 Q4	$1.11M	Sell	4,414 -40	-0.9%	-$9.43K	0.89%	40
2024 Q3	$1.04M	Sell	4,454 -51	-1%	-$11.4K	0.83%	46
2024 Q2	$949K	Buy	4,505 +51	+1%	+$9.51K	0.84%	46
2024 Q1	$764K	Sell	4,454 -191	-4%	-$34.7K	0.69%	52
2023 Q4	$894K	Buy	+4,645	New	+$858K	0.83%	48

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Klein Pavlis & Peasley Financial's AAPL Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial reduced its Apple (AAPL) stake by 0.99% in Q2 2026, selling an estimated $6.58K and leaving 2,302 shares worth $666K. The position accounts for 0.35% of the portfolio, ranked #71.

Klein Pavlis & Peasley Financial first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q4 2024. 2,797 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Klein Pavlis & Peasley Financial held 2,302 shares of Apple worth $666K as of Q2 2026.
Klein Pavlis & Peasley Financial sold 23 Apple shares in Q2 2026, an estimated $6.58K.
Apple made up 0.35% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #71 holding.
Klein Pavlis & Peasley Financial first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Klein Pavlis & Peasley Financial's Apple position peaked at $1.11M in Q4 2024.
2,797 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.