Klingman & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $76.4M | Sell |
263,977
-5,865
| -2% | -$1.68M | 3.25% | 9 |
|
|
2026
Q1 | $68.5M | Sell |
269,842
-2,170
| -0.8% | -$565K | 3.28% | 8 |
|
|
2025
Q4 | $73.9M | Sell |
272,012
-91
| -0% | -$24.4K | 3.57% | 6 |
|
|
2025
Q3 | $69.3M | Buy |
272,103
+12,401
| +5% | +$2.8M | 3.5% | 7 |
|
|
2025
Q2 | $53.3M | Buy |
259,702
+6,513
| +3% | +$1.32M | 2.94% | 10 |
|
|
2025
Q1 | $56.2M | Buy |
253,189
+1,655
| +0.7% | +$383K | 3.44% | 7 |
|
|
2024
Q4 | $63M | Buy |
251,534
+2,545
| +1% | +$600K | 3.87% | 5 |
|
|
2024
Q3 | $58M | Buy |
248,989
+9,393
| +4% | +$2.1M | 3.59% | 6 |
|
|
2024
Q2 | $50.5M | Sell |
239,596
-830
| -0.3% | -$155K | 3.41% | 8 |
|
|
2024
Q1 | $41.2M | Sell |
240,426
-121
| -0.1% | -$22K | 2.86% | 8 |
|
|
2023
Q4 | $46.3M | Sell |
240,547
-6,170
| -3% | -$1.14M | 3.4% | 8 |
|
|
2023
Q3 | $42.2M | Buy |
246,717
+7,075
| +3% | +$1.3M | 3.41% | 8 |
|
|
2023
Q2 | $46.5M | Buy |
239,642
+25,154
| +12% | +$4.38M | 3.75% | 6 |
|
|
2023
Q1 | $35.4M | Sell |
214,488
-2,164
| -1% | -$319K | 3.05% | 8 |
|
|
2022
Q4 | $28.1M | Sell |
216,652
-6,199
| -3% | -$886K | 2.47% | 12 |
|
|
2022
Q3 | $30.8M | Buy |
222,851
+20,300
| +10% | +$3.19M | 3.02% | 9 |
|
|
2022
Q2 | $27.7M | Buy |
202,551
+5,873
| +3% | +$889K | 2.71% | 10 |
|
|
2022
Q1 | $34.3M | Buy |
196,678
+17,735
| +10% | +$2.98M | 2.92% | 10 |
|
|
2021
Q4 | $31.8M | Buy |
178,943
+6,747
| +4% | +$1.07M | 2.73% | 10 |
|
|
2021
Q3 | $24.4M | Buy |
172,196
+1,540
| +0.9% | +$227K | 2.28% | 14 |
|
|
2021
Q2 | $23.4M | Buy |
170,656
+2,159
| +1% | +$280K | 2.24% | 14 |
|
|
2021
Q1 | $20.6M | Buy |
168,497
+1,400
| +0.8% | +$180K | 2.13% | 16 |
|
|
2020
Q4 | $22.2M | Sell |
167,097
-26,030
| -13% | -$3.13M | 2.56% | 12 |
|
|
2020
Q3 | $22.4M | Sell |
193,127
-6,921
| -3% | -$755K | 3.01% | 8 |
|
|
2020
Q2 | $18.2M | Sell |
200,048
-6,044
| -3% | -$468K | 2.79% | 10 |
|
|
2020
Q1 | $13.1M | Buy |
206,092
+16,364
| +9% | +$1.2M | 2.67% | 12 |
|
|
2019
Q4 | $13.9M | Buy |
189,728
+19,004
| +11% | +$1.22M | 2.28% | 12 |
|
|
2019
Q3 | $9.56M | Sell |
170,724
-1,040
| -0.6% | -$54.4K | 1.71% | 15 |
|
|
2019
Q2 | $8.5M | Buy |
171,764
+3,396
| +2% | +$165K | 1.58% | 15 |
|
|
2019
Q1 | $8M | Buy |
168,368
+2,196
| +1% | +$93.1K | 1.56% | 15 |
|
|
2018
Q4 | $6.55M | Sell |
166,172
-1,336
| -0.8% | -$64.8K | 1.48% | 15 |
|
|
2018
Q3 | $9.45M | Buy |
167,508
+2,000
| +1% | +$104K | 1.94% | 15 |
|
|
2018
Q2 | $7.66M | Buy |
165,508
+712
| +0.4% | +$32.3K | 1.65% | 16 |
|
|
2018
Q1 | $6.91M | Sell |
164,796
-113,036
| -41% | -$4.87M | 1.55% | 16 |
|
|
2017
Q4 | $11.8M | Buy |
277,832
+259,924
| +1,451% | +$10.9M | 2.57% | 13 |
|
|
2017
Q3 | $690K | Buy |
17,908
+4,956
| +38% | +$192K | 0.17% | 46 |
|
|
2017
Q2 | $466K | Sell |
12,952
-88
| -0.7% | -$3.25K | 0.12% | 59 |
|
|
2017
Q1 | $468K | Buy |
13,040
+788
| +6% | +$25.9K | 0.13% | 59 |
|
|
2016
Q4 | $355K | Hold |
12,252
| – | – | 0.11% | 64 |
|
|
2016
Q3 | $346K | Hold |
12,252
| – | – | 0.1% | 71 |
|
|
2016
Q2 | $293K | Hold |
12,252
| – | – | 0.09% | 75 |
|
|
2016
Q1 | $334K | Sell |
12,252
-12,180
| -50% | -$303K | 0.12% | 73 |
|
|
2015
Q4 | $643K | Buy |
24,432
+244
| +1% | +$6.97K | 0.24% | 49 |
|
|
2015
Q3 | $667K | Buy |
24,188
+11,556
| +91% | +$339K | 0.26% | 48 |
|
|
2015
Q2 | $396K | Buy |
12,632
+592
| +5% | +$18.9K | 0.16% | 60 |
|
|
2015
Q1 | $375K | Hold |
12,040
| – | – | 0.15% | 60 |
|
|
2014
Q4 | $332K | Buy |
+12,040
| New | +$328K | 0.14% | 68 |
|
Other funds holding AAPL
Klingman & Associates's AAPL Position: Q2 2026 in Review
Klingman & Associates reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $1.68M and leaving 263,977 shares worth $76.4M. The position accounts for 3.25% of the portfolio, ranked #9.
Klingman & Associates first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Klingman & Associates held 263,977 shares of Apple worth $76.4M as of Q2 2026.
- Klingman & Associates sold 5,865 Apple shares in Q2 2026, an estimated $1.68M.
- Apple made up 3.25% of Klingman & Associates's portfolio in Q2 2026, its #9 holding.
- Klingman & Associates first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.