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
2025
Q4 		– Sell
-43,100
Closed -$192K – 473
2025
Q3 		$192K Sell
43,100
-1,500
-3% -$339K ﹤0.01% 1344
2025
Q2 		$866K Buy
44,600
+2,373
+6% +$479K ﹤0.01% 831
2025
Q1 		$1.35M Sell
42,227
-2,247
-5% -$521K 0.01% 667
2024
Q4 		$581K Buy
+44,474
New +$10.5M ﹤0.01% 850
2024
Q2 		– Sell
-38,400
Closed -$438K – 817
2024
Q1 		$438K Buy
+38,400
New +$6.98M 0.01% 527

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group Partners's AAPL Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Apple (AAPL) stake by 8.3% in Q2 2026, selling an estimated $23.5M and leaving 913,249 shares worth $264M. The position accounts for 5.85% of the portfolio, ranked #1.

Kovitz Investment Group Partners first reported a position in AAPL in Q1 2016 and has held it in 42 quarters since. The position peaked at $762M in Q3 2025. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kovitz Investment Group Partners held 913,249 shares of Apple worth $264M as of Q2 2026.
  • Kovitz Investment Group Partners sold 82,196 Apple shares in Q2 2026, an estimated $23.5M.
  • Apple made up 5.85% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #1 holding.
  • Kovitz Investment Group Partners first reported a position in Apple in Q1 2016 and has held it in 42 quarters since.
  • Kovitz Investment Group Partners's Apple position peaked at $762M in Q3 2025.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.