Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Apple AAPL Stock Holding History

Kovitz Investment Group Partners’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 		$253M Buy
995,445
+14,046
+1% +$3.66M 5.86% 2
2025
Q4 		$267M Sell
981,399
-2,011,615
-67% -$540M 5.91% 2
2025
Q3 		$762M Buy
2,993,014
+127,566
+4% +$28.8M 2.97% 3
2025
Q2 		$588M Buy
2,865,448
+383,376
+15% +$77.4M 2.51% 3
2025
Q1 		$551M Sell
2,482,072
-251,294
-9% -$58.2M 2.77% 2
2024
Q4 		$685M Buy
2,733,366
+400,739
+17% +$94.4M 3.36% 2
2024
Q3 		$439M Buy
2,332,627
+407,813
+21% +$91.1M 3.12% 2
2024
Q2 		$405M Buy
1,924,814
+855,295
+80% +$160M 3.46% 2
2024
Q1 		$183M Buy
1,069,519
+203,870
+24% +$37.1M 2.33% 5
2023
Q4 		$167M Sell
865,649
-74,972
-8% -$13.8M 2.76% 4
2023
Q3 		$161M Sell
940,621
-170,022
-15% -$31.2M 2.89% 3
2023
Q2 		$215M Sell
1,110,643
-173,356
-14% -$30.2M 3.16% 2
2023
Q1 		$212M Buy
1,283,999
+4,596
+0.4% +$678K 3.68% 2
2022
Q4 		$166M Sell
1,279,403
-14,076
-1% -$2.01M 3.28% 2
2022
Q3 		$179M Sell
1,293,479
-3,680
-0.3% -$578K 4.13% 1
2022
Q2 		$177M Buy
1,297,159
+7,663
+0.6% +$1.16M 3.93% 1
2022
Q1 		$225M Buy
1,289,496
+35,171
+3% +$5.91M 4.29% 1
2021
Q4 		$174M Sell
1,254,325
-83,620
-6% -$13.2M 4.08% 1
2021
Q3 		$189M Sell
1,337,945
-25,860
-2% -$3.81M 3.77% 2
2021
Q2 		$187M Buy
1,363,805
+163,585
+14% +$21.2M 3.68% 3
2021
Q1 		$147M Sell
1,200,220
-41,392
-3% -$5.31M 3.42% 2
2020
Q4 		$165M Sell
1,241,612
-33,712
-3% -$4.05M 4.01% 1
2020
Q3 		$148M Sell
1,275,324
-46,480
-4% -$5.07M 4.13% 1
2020
Q2 		$121M Sell
1,321,804
-694,480
-34% -$53.8M 3.72% 2
2020
Q1 		$128M Sell
2,016,284
-141,824
-7% -$10.4M 4.63% 1
2019
Q4 		$158M Sell
2,158,108
-241,984
-10% -$15.6M 4.61% 1
2019
Q3 		$134M Sell
2,400,092
-384,912
-14% -$20.1M 4.28% 2
2019
Q2 		$138M Sell
2,785,004
-134,320
-5% -$6.54M 4.35% 2
2019
Q1 		$139M Buy
2,919,324
+329,272
+13% +$14M 4.39% 1
2018
Q4 		$102M Buy
2,590,052
+143,292
+6% +$6.95M 4.04% 2
2018
Q3 		$138M Sell
2,446,760
-175,484
-7% -$9.14M 6.28% 2
2018
Q2 		$121M Sell
2,622,244
-144,968
-5% -$6.57M 5.65% 2
2018
Q1 		$116M Sell
2,767,212
-95,688
-3% -$4.12M 5.6% 2
2017
Q4 		$121K Sell
2,862,900
-128,304
-4% -$5.36M 5.18% 3
2017
Q3 		$115M Sell
2,991,204
-71,816
-2% -$2.79M 5.74% 2
2017
Q2 		$110M Sell
3,063,020
-44,048
-1% -$1.63M 5.87% 2
2017
Q1 		$112M Buy
3,107,068
+13,792
+0.4% +$454K 6.13% 2
2016
Q4 		$89.6M Sell
3,093,276
-21,092
-0.7% -$598K 5.22% 3
2016
Q3 		$88M Sell
3,114,368
-29,232
-0.9% -$774K 5.41% 3
2016
Q2 		$69.5M Buy
3,143,600
+3,404
+0.1% +$84.6K 4.82% 3
2016
Q1 		$85.6M Buy
+3,140,196
New +$78.2M 5.05% 4

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

Kovitz Investment Group Partners's AAPL Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Apple (AAPL) stake by 1.4% in Q1 2026, buying an estimated $3.66M and bringing the position to 995,445 shares worth $253M. The position accounts for 5.86% of the portfolio, ranked #2.

Kovitz Investment Group Partners first reported a position in AAPL in Q1 2016 and has held it in 41 quarters since. The position peaked at $762M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Kovitz Investment Group Partners held 995,445 shares of Apple worth $253M as of Q1 2026.
  • Kovitz Investment Group Partners bought 14,046 Apple shares in Q1 2026, an estimated $3.66M.
  • Apple made up 5.86% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #2 holding.
  • Kovitz Investment Group Partners first reported a position in Apple in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Apple position peaked at $762M in Q3 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.