KP Management’s Apple AAPL Stock Holding History

KP Management’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	$10.2M	Sell	40,000 -7,500	-16%	-$1.95M	2.48%	9
2025 Q4	$12.9M	Buy	47,500 +7,500	+19%	+$2.01M	3.57%	2
2025 Q3	$10.2M	Sell	40,000 -5,000	-11%	-$1.13M	3.23%	3
2025 Q2	$9.23M	Hold	45,000	–	–	3.4%	5
2025 Q1	$10M	Hold	45,000	–	–	3.45%	4
2024 Q4	$11.3M	Hold	45,000	–	–	3.53%	3
2024 Q3	$10.5M	Sell	45,000 -4,000	-8%	-$893K	3.38%	4
2024 Q2	$10.3M	Buy	49,000 +4,000	+9%	+$746K	3.59%	4
2024 Q1	$7.72M	Hold	45,000	–	–	2.99%	6
2023 Q4	$8.66M	Buy	+45,000	New	+$8.31M	3.7%	1

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

KP Management's AAPL Position: Q1 2026 in Review

KP Management reduced its Apple (AAPL) stake by 16% in Q1 2026, selling an estimated $1.95M and leaving 40,000 shares worth $10.2M. The position accounts for 2.48% of the portfolio, ranked #9.

KP Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.9M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

KP Management held 40,000 shares of Apple worth $10.2M as of Q1 2026.
KP Management sold 7,500 Apple shares in Q1 2026, an estimated $1.95M.
Apple made up 2.48% of KP Management's portfolio in Q1 2026, its #9 holding.
KP Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
KP Management's Apple position peaked at $12.9M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on KP Management's 13F filing for Q1 2026, filed 15 May 2026.