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Klingenstein Fields & Co’s Apple AAPL Stock Holding History

Klingenstein Fields & Co’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
2021
Q3 		– Sell
-300
Closed -$4K – 200
2021
Q2 		$4K Buy
+300
New +$38.9K ﹤0.01% 198
2019
Q4 		– Sell
-1,600
Closed -$3K – 188
2019
Q3 		$3K Buy
+1,600
New +$83.7K ﹤0.01% 189

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Klingenstein Fields & Co's AAPL Position: Q2 2026 in Review

Klingenstein Fields & Co increased its Apple (AAPL) stake by 0.49% in Q2 2026, buying an estimated $500K and bringing the position to 361,383 shares worth $105M. The position accounts for 3.66% of the portfolio, ranked #5.

Klingenstein Fields & Co first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Klingenstein Fields & Co held 361,383 shares of Apple worth $105M as of Q2 2026.
  • Klingenstein Fields & Co bought 1,749 Apple shares in Q2 2026, an estimated $500K.
  • Apple made up 3.66% of Klingenstein Fields & Co's portfolio in Q2 2026, its #5 holding.
  • Klingenstein Fields & Co first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.