Knollwood Investment Advisory’s Apple AAPL Stock Holding History

Knollwood Investment Advisory’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	$36.6M	Sell	126,467 -23,368	-16%	-$6.68M	3.25%	4
2026 Q1	$38M	Hold	149,835	–	–	3.83%	3
2025 Q4	$40.7M	Hold	149,835	–	–	3.83%	4
2025 Q3	$38.2M	Hold	149,835	–	–	3.44%	5
2025 Q2	$30.7M	Hold	149,835	–	–	2.95%	5
2025 Q1	$33.3M	Hold	149,835	–	–	3.68%	4
2024 Q4	$37.5M	Hold	149,835	–	–	3.93%	4
2024 Q3	$34.9M	Hold	149,835	–	–	3.74%	4
2024 Q2	$31.6M	Buy	149,835 +880	+0.6%	+$164K	3.51%	4
2024 Q1	$25.5M	Hold	148,955	–	–	4.62%	4
2023 Q4	$28.7M	Buy	148,955 +123,374	+482%	+$22.8M	5.96%	2
2023 Q3	$4.38M	Sell	25,581 -463	-2%	-$84.9K	2.05%	13
2023 Q2	$5.05M	Hold	26,044	–	–	1.7%	16
2023 Q1	$4.29M	Hold	26,044	–	–	0.83%	21
2022 Q4	$3.38M	Buy	+26,044	New	+$3.72M	1.33%	18

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Knollwood Investment Advisory's AAPL Position: Q2 2026 in Review

Knollwood Investment Advisory reduced its Apple (AAPL) stake by 16% in Q2 2026, selling an estimated $6.68M and leaving 126,467 shares worth $36.6M. The position accounts for 3.25% of the portfolio, ranked #4.

Knollwood Investment Advisory first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $40.7M in Q4 2025. 6,145 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Knollwood Investment Advisory held 126,467 shares of Apple worth $36.6M as of Q2 2026.
Knollwood Investment Advisory sold 23,368 Apple shares in Q2 2026, an estimated $6.68M.
Apple made up 3.25% of Knollwood Investment Advisory's portfolio in Q2 2026, its #4 holding.
Knollwood Investment Advisory first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
Knollwood Investment Advisory's Apple position peaked at $40.7M in Q4 2025.
6,145 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.