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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
2023
Q1 		– Sell
-4
Closed -$4 – 605
2022
Q4 		$4 Buy
+4
New +$572 ﹤0.01% 576
2022
Q2 		– Sell
-10
Closed -$5K – 613
2022
Q1 		$5K Buy
10
+1
+11% +$168 ﹤0.01% 720
2021
Q4 		$13K Sell
9
-6
-40% -$948 ﹤0.01% 695
2021
Q3 		$4K Buy
15
+2
+15% +$294 ﹤0.01% 682
2021
Q2 		$3K Sell
13
-1
-7% -$130 ﹤0.01% 680
2021
Q1 		$2K Buy
14
+1
+8% +$128 ﹤0.01% 618
2020
Q4 		$20K Hold
13
– – ﹤0.01% 583
2020
Q3 		$17K Buy
13
+5
+63% +$546 ﹤0.01% 492
2020
Q2 		$14K Hold
8
– – ﹤0.01% 474
2020
Q1 		$1K Buy
+8
New +$588 ﹤0.01% 464
2019
Q4 		– Sell
-60
Closed -$61K – 479
2019
Q3 		$61K Hold
60
– – 0.01% 465
2019
Q2 		$34K Sell
60
-124
-67% -$6.04K 0.01% 439
2019
Q1 		$113K Buy
184
+96
+109% +$4.07K 0.03% 403
2018
Q4 		$9K Buy
88
+24
+38% +$1.16K ﹤0.01% 404
2018
Q3 		$5K Buy
+64
New +$3.33K ﹤0.01% 438
2018
Q2 		– Sell
-20
Closed -$258K – 426
2018
Q1 		$258K Buy
+20
New +$861 0.06% 350
2016
Q1 		– Sell
-16
Closed -$1K – 249
2015
Q4 		$1K Buy
16
+4
+33% +$114 ﹤0.01% 222
2015
Q3 		$1K Sell
12
-28
-70% -$821 ﹤0.01% 213
2015
Q2 		$7K Sell
40
-32
-44% -$1.02K 0.01% 203
2015
Q1 		$8K Buy
72
+32
+80% +$966 0.01% 174
2014
Q4 		$6K Hold
40
– – 0.01% 153
2014
Q3 		$2K Buy
+40
New +$982 ﹤0.01% 114
2014
Q2 		– Sell
-28
Closed -$5K – 118
2014
Q1 		$5K Hold
28
– – 0.02% 73
2013
Q4 		$11K Hold
28
– – 0.06% 61
2013
Q3 		$4K Buy
+28
New +$464 0.02% 61

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
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. 2,776 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.
  • 2,776 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.