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Koss-Olinger Consulting’s Apple AAPL Stock Holding History

Koss-Olinger Consulting’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
Q1 		$2.86M Sell
11,279
-9,966
-47% -$2.59M 0.24% 39
2025
Q4 		$5.78M Sell
21,245
-1,688
-7% -$453K 0.45% 27
2025
Q3 		$4.71M Sell
22,933
-1,387
-6% -$313K 0.39% 33
2025
Q2 		$4.99M Sell
24,320
-532
-2% -$107K 0.41% 33
2025
Q1 		$5.52M Sell
24,852
-1,651
-6% -$382K 0.47% 31
2024
Q4 		$6.64M Buy
26,503
+8,492
+47% +$2M 0.58% 29
2024
Q3 		$4.2M Buy
18,011
+262
+1% +$58.5K 0.36% 35
2024
Q2 		$3.74M Sell
17,749
-14,472
-45% -$2.7M 0.35% 35
2024
Q1 		$5.53M Buy
32,221
+15,099
+88% +$2.75M 2.99% 16
2023
Q4 		$3.3M Buy
17,122
+2,586
+18% +$477K 0.32% 35
2023
Q3 		$2.49M Buy
14,536
+171
+1% +$31.4K 0.37% 34
2023
Q2 		$2.79M Sell
14,365
-687
-5% -$120K 0.32% 32
2023
Q1 		$2.48M Buy
15,052
+1,703
+13% +$251K 0.31% 33
2022
Q4 		$1.73M Sell
13,349
-1,283
-9% -$183K 0.25% 40
2022
Q3 		$2.02M Sell
14,632
-121
-0.8% -$19K 0.34% 24
2022
Q2 		$2.02M Sell
14,753
-942
-6% -$143K 0.37% 22
2022
Q1 		$2.74M Sell
15,695
-974
-6% -$164K 0.44% 20
2021
Q4 		$2.96M Sell
16,669
-1,477
-8% -$233K 0.46% 23
2021
Q3 		$2.57M Sell
18,146
-1,270
-7% -$187K 0.42% 22
2021
Q2 		$2.66M Sell
19,416
-7,184
-27% -$931K 0.39% 30
2021
Q1 		$3.25M Buy
+26,600
New +$3.41M 0.55% 21

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Koss-Olinger Consulting's AAPL Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Apple (AAPL) stake by 47% in Q1 2026, selling an estimated $2.59M and leaving 11,279 shares worth $2.86M. The position accounts for 0.24% of the portfolio, ranked #39.

Koss-Olinger Consulting first reported a position in AAPL in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.64M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Koss-Olinger Consulting held 11,279 shares of Apple worth $2.86M as of Q1 2026.
  • Koss-Olinger Consulting sold 9,966 Apple shares in Q1 2026, an estimated $2.59M.
  • Apple made up 0.24% of Koss-Olinger Consulting's portfolio in Q1 2026, its #39 holding.
  • Koss-Olinger Consulting first reported a position in Apple in Q1 2021 and has held it in 21 quarters since.
  • Koss-Olinger Consulting's Apple position peaked at $6.64M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.