Klingenstein Fields & Co’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-700
Closed -$3K 194
2021
Q3
$3K Buy
+700
New +$103K ﹤0.01% 198

Other funds holding AAPL

Klingenstein Fields & Co's AAPL Position: Q1 2026 in Review

Klingenstein Fields & Co reduced its Apple (AAPL) stake by 1% in Q1 2026, selling an estimated $979K and leaving 359,634 shares worth $91.3M. The position accounts for 3.6% of the portfolio, ranked #4.

Klingenstein Fields & Co first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $98.8M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Klingenstein Fields & Co held 359,634 shares of Apple worth $91.3M as of Q1 2026.
  • Klingenstein Fields & Co sold 3,760 Apple shares in Q1 2026, an estimated $979K.
  • Apple made up 3.6% of Klingenstein Fields & Co's portfolio in Q1 2026, its #4 holding.
  • Klingenstein Fields & Co first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Klingenstein Fields & Co's Apple position peaked at $98.8M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.