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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.