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
2022 Q2	–	Sell	-5	Closed	-$1K	–	614
2022 Q1	$1K	Buy	+5	New	+$841	﹤0.01%	730
2021 Q4	–	Sell	-8	Closed	-$3K	–	706
2021 Q3	$3K	Sell	8 -10	-56%	-$1.47K	﹤0.01%	686
2021 Q2	$5K	Sell	18 -18	-50%	-$2.33K	﹤0.01%	674
2021 Q1	$7K	Buy	36 +15	+71%	+$1.93K	﹤0.01%	611
2020 Q4	$1K	Sell	21 -4	-16%	-$481	﹤0.01%	603
2020 Q3	$7K	Sell	25 -7	-22%	-$764	﹤0.01%	501
2020 Q2	$8K	Sell	32 -4	-11%	-$310	﹤0.01%	479
2020 Q1	$39K	Buy	+36	New	+$2.65K	0.01%	434
2019 Q2	–	Sell	-56	Closed	-$6K	–	477
2019 Q1	$6K	Buy	56 +8	+17%	+$339	﹤0.01%	433
2018 Q4	$19K	Buy	+48	New	+$2.33K	0.01%	400
2018 Q3	–	Sell	-16	Closed	-$2K	–	464
2018 Q2	$2K	Buy	+16	New	+$726	﹤0.01%	416
2017 Q4	–	Sell	-28	Closed	-$4K	–	455
2017 Q3	$4K	Buy	+28	New	+$1.09K	﹤0.01%	346
2015 Q1	–	Sell	-208	Closed	-$1K	–	188
2014 Q4	$1K	Hold	208	–	–	﹤0.01%	163
2014 Q3	$25K	Buy	+208	New	+$5.11K	0.04%	107
2014 Q2	–	Sell	-252	Closed	-$85K	–	119
2014 Q1	$85K	Buy	252 +112	+80%	+$2.13K	0.29%	63
2013 Q4	$24K	Sell	140 -28	-17%	-$529	0.13%	60
2013 Q3	$49K	Hold	168	–	–	0.25%	52
2013 Q2	$93K	Buy	+168	New	+$2.58K	0.55%	41

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. 2,778 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.
2,778 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.