Kovack Advisors’s Apple AAPL Stock Holding History

Kovack Advisors’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	$64.9M	Sell	221,999 -11,286	-5%	-$3.23M	3.12%	2
2026 Q1	$59.4M	Sell	233,285 -50,159	-18%	-$13.1M	3.17%	2
2025 Q4	$77.1M	Buy	283,444 +127,552	+82%	+$34.2M	3.58%	2
2025 Q3	$39.7M	Sell	155,892 -17,367	-10%	-$3.92M	3.74%	2
2025 Q2	$35.5M	Sell	173,259 -10,481	-6%	-$2.12M	3.48%	3
2025 Q1	$40.8M	Sell	183,740 -13,792	-7%	-$3.2M	4.32%	2
2024 Q4	$49.5M	Buy	197,532 +19,150	+11%	+$4.51M	4.85%	3
2024 Q3	$41.6M	Sell	178,382 -5,969	-3%	-$1.33M	4.4%	3
2024 Q2	$38.8M	Sell	184,351 -34,419	-16%	-$6.42M	4.27%	3
2024 Q1	$37.5M	Buy	218,770 +23,511	+12%	+$4.28M	4.54%	2
2023 Q4	$37.6M	Buy	195,259 +9,243	+5%	+$1.71M	4.47%	2
2023 Q3	$31.8M	Sell	186,016 -924	-0.5%	-$169K	4.44%	2
2023 Q2	$36.3M	Buy	186,940 +6,648	+4%	+$1.16M	4.65%	2
2023 Q1	$29.7M	Sell	180,292 -9,180	-5%	-$1.35M	4.05%	2
2022 Q4	$24.6M	Sell	189,472 -19,390	-9%	-$2.77M	3.6%	2
2022 Q3	$28.9M	Sell	208,862 -17,256	-8%	-$2.71M	4.24%	2
2022 Q2	$30.9M	Sell	226,118 -17,585	-7%	-$2.66M	4.08%	2
2022 Q1	$42.6M	Sell	243,703 -20,108	-8%	-$3.38M	4.37%	2
2021 Q4	$46.8M	Buy	263,811 +1,433	+0.5%	+$226K	4.53%	2
2021 Q3	$37.1M	Buy	262,378 +10,486	+4%	+$1.54M	4.04%	2
2021 Q2	$34.5M	Buy	251,892 +4,028	+2%	+$522K	3.93%	2
2021 Q1	$30.3M	Buy	247,864 +15,268	+7%	+$1.96M	3.93%	2
2020 Q4	$30.9M	Buy	232,596 +6,330	+3%	+$761K	4.44%	1
2020 Q3	$26.2M	Buy	226,266 +21,370	+10%	+$2.33M	4.66%	2
2020 Q2	$18.7M	Sell	204,896 -121,004	-37%	-$9.38M	3.64%	2
2020 Q1	$20.7M	Sell	325,900 -17,136	-5%	-$1.26M	4.79%	1
2019 Q4	$25.3M	Sell	343,036 -23,424	-6%	-$1.51M	4.53%	2
2019 Q3	$20.5M	Sell	366,460 -54,352	-13%	-$2.84M	4.21%	2
2019 Q2	$20.8M	Sell	420,812 -21,712	-5%	-$1.06M	4.76%	1
2019 Q1	$21M	Sell	442,524 -1,592	-0.4%	-$67.5K	5.24%	1
2018 Q4	$17.5M	Buy	444,116 +21,280	+5%	+$1.03M	5.12%	2
2018 Q3	$23.9M	Sell	422,836 -105,588	-20%	-$5.5M	6.15%	1
2018 Q2	$24.5M	Sell	528,424 -40,064	-7%	-$1.82M	6.83%	1
2018 Q1	$23.8M	Buy	568,488 +16,976	+3%	+$731K	5.98%	1
2017 Q4	$23.2M	Buy	551,512 +100,228	+22%	+$4.19M	5.87%	1
2017 Q3	$17.4M	Sell	451,284 -32,964	-7%	-$1.28M	5.77%	1
2017 Q2	$17.4M	Buy	484,248 +2,896	+0.6%	+$107K	5.5%	2
2017 Q1	$17.3M	Sell	481,352 -74,280	-13%	-$2.45M	6.73%	2
2016 Q4	$16.1M	Buy	555,632 +169,340	+44%	+$4.8M	7.66%	2
2016 Q3	$10.9M	Sell	386,292 -40,208	-9%	-$1.06M	5.32%	2
2016 Q2	$10.2M	Sell	426,500 -5,208	-1%	-$129K	5.41%	2
2016 Q1	$11.8M	Buy	431,708 +7,016	+2%	+$175K	7.35%	1
2015 Q4	$11.2M	Buy	424,692 +20,316	+5%	+$581K	7.37%	1
2015 Q3	$11.2M	Buy	404,376 +9,068	+2%	+$266K	7.78%	1
2015 Q2	$12.4M	Buy	395,308 +19,700	+5%	+$630K	8.77%	1
2015 Q1	$11.7M	Buy	375,608 +17,628	+5%	+$532K	9.87%	1
2014 Q4	$9.88M	Buy	357,980 +9,800	+3%	+$267K	10.2%	1
2014 Q3	$8.77M	Buy	348,180 +712	+0.2%	+$17.5K	12.9%	1
2014 Q2	$8.07M	Buy	347,468 +140,688	+68%	+$2.99M	11.71%	2
2014 Q1	$3.7M	Buy	206,780 +98,168	+90%	+$1.87M	12.64%	1
2013 Q4	$2.18M	Buy	108,612 +1,428	+1%	+$27K	11.82%	1
2013 Q3	$1.82M	Buy	107,184 +12,180	+13%	+$202K	9.38%	2
2013 Q2	$1.34M	Buy	+95,004	New	+$1.46M	7.92%	2

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Kovack Advisors's AAPL Position: Q2 2026 in Review

Kovack Advisors reduced its Apple (AAPL) stake by 4.8% in Q2 2026, selling an estimated $3.23M and leaving 221,999 shares worth $64.9M. The position accounts for 3.12% of the portfolio, ranked #2.

Kovack Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $77.1M in Q4 2025. 2,721 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Kovack Advisors held 221,999 shares of Apple worth $64.9M as of Q2 2026.
Kovack Advisors sold 11,286 Apple shares in Q2 2026, an estimated $3.23M.
Apple made up 3.12% of Kovack Advisors's portfolio in Q2 2026, its #2 holding.
Kovack Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
Kovack Advisors's Apple position peaked at $77.1M in Q4 2025.
2,721 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.