Kovack Advisors’s Apple AAPL Stock Holding History
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
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. 6,130 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.
- 6,130 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.