Krilogy Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.7M | Buy |
249,492
+820
| +0.3% | +$213K | 2.12% | 7 |
|
|
2025
Q4 | $63.5M | Sell |
248,672
-13,203
| -5% | -$3.54M | 2.16% | 7 |
|
|
2025
Q3 | $70.7M | Buy |
261,875
+26,288
| +11% | +$5.94M | 2.66% | 5 |
|
|
2025
Q2 | $48.3M | Buy |
235,587
+13,954
| +6% | +$2.82M | 2.77% | 7 |
|
|
2025
Q1 | $49.2M | Sell |
221,633
-2,789
| -1% | -$646K | 3.19% | 6 |
|
|
2024
Q4 | $56.2M | Sell |
224,422
-7,067
| -3% | -$1.67M | 3.75% | 4 |
|
|
2024
Q3 | $53.9M | Buy |
231,489
+1,488
| +0.6% | +$332K | 3.71% | 4 |
|
|
2024
Q2 | $48.4M | Sell |
230,001
-9,517
| -4% | -$1.77M | 3.57% | 4 |
|
|
2024
Q1 | $41.1M | Buy |
239,518
+43,063
| +22% | +$7.83M | 3.15% | 4 |
|
|
2023
Q4 | $37.8M | Buy |
196,455
+5,064
| +3% | +$935K | 3.22% | 4 |
|
|
2023
Q3 | $32.8M | Sell |
191,391
-3,587
| -2% | -$658K | 3% | 7 |
|
|
2023
Q2 | $37.8M | Sell |
194,978
-11,736
| -6% | -$2.05M | 3.4% | 4 |
|
|
2023
Q1 | $34.1M | Sell |
206,714
-5,912
| -3% | -$872K | 2.86% | 4 |
|
|
2022
Q4 | $27.6M | Buy |
212,626
+38,242
| +22% | +$5.47M | 2.63% | 6 |
|
|
2022
Q3 | $24.1M | Buy |
174,384
+1,877
| +1% | +$295K | 2.88% | 8 |
|
|
2022
Q2 | $23.6M | Buy |
172,507
+1,537
| +0.9% | +$233K | 2.74% | 8 |
|
|
2022
Q1 | $29.9M | Sell |
170,970
-2,111
| -1% | -$355K | 3.05% | 7 |
|
|
2021
Q4 | $30.7M | Buy |
173,081
+7,779
| +5% | +$1.23M | 3.1% | 8 |
|
|
2021
Q3 | $23.4M | Sell |
165,302
-9,673
| -6% | -$1.42M | 2.33% | 11 |
|
|
2021
Q2 | $24M | Buy |
174,975
+454
| +0.3% | +$58.8K | 2.39% | 11 |
|
|
2021
Q1 | $21.3M | Buy |
174,521
+1,661
| +1% | +$213K | 2.25% | 11 |
|
|
2020
Q4 | $22.9M | Buy |
172,860
+1,412
| +0.8% | +$170K | 2.75% | 9 |
|
|
2020
Q3 | $19.9M | Buy |
171,448
+2,684
| +2% | +$293K | 2.75% | 9 |
|
|
2020
Q2 | $15.4M | Sell |
168,764
-3,512
| -2% | -$272K | 2.36% | 13 |
|
|
2020
Q1 | $11M | Buy |
172,276
+19,940
| +13% | +$1.47M | 2.08% | 15 |
|
|
2019
Q4 | $11.2M | Sell |
152,336
-6,924
| -4% | -$445K | 1.84% | 14 |
|
|
2019
Q3 | $8.92M | Buy |
159,260
+1,772
| +1% | +$92.6K | 1.61% | 16 |
|
|
2019
Q2 | $7.79M | Buy |
157,488
+1,440
| +0.9% | +$70.2K | 1.49% | 16 |
|
|
2019
Q1 | $7.41M | Sell |
156,048
-2,552
| -2% | -$108K | 1.57% | 14 |
|
|
2018
Q4 | $6.25M | Buy |
158,600
+9,644
| +6% | +$468K | 1.72% | 14 |
|
|
2018
Q3 | $8.41M | Sell |
148,956
-3,996
| -3% | -$208K | 1.91% | 13 |
|
|
2018
Q2 | $7.08M | Sell |
152,952
-2,492
| -2% | -$113K | 1.79% | 14 |
|
|
2018
Q1 | $6.52M | Sell |
155,444
-4,964
| -3% | -$214K | 1.55% | 15 |
|
|
2017
Q4 | $6.79M | Sell |
160,408
-4,576
| -3% | -$191K | 1.64% | 15 |
|
|
2017
Q3 | $6.36M | Buy |
164,984
+1,736
| +1% | +$67.3K | 1.62% | 14 |
|
|
2017
Q2 | $5.88M | Sell |
163,248
-840
| -0.5% | -$31.1K | 1.64% | 13 |
|
|
2017
Q1 | $4.75M | Hold |
164,088
| – | – | 1.48% | 14 |
|
|
2016
Q4 | $4.75M | Sell |
164,088
-9,176
| -5% | -$260K | 1.48% | 14 |
|
|
2016
Q3 | $4.9M | Sell |
173,264
-10,668
| -6% | -$282K | 1.56% | 14 |
|
|
2016
Q2 | $4.4M | Buy |
183,932
+78,592
| +75% | +$1.95M | 1.53% | 17 |
|
|
2016
Q1 | $2.87M | Sell |
105,340
-4,952
| -4% | -$123K | 1.18% | 17 |
|
|
2015
Q4 | $2.9M | Buy |
110,292
+108,692
| +6,793% | +$3.11M | 2.7% | 9 |
|
|
2015
Q3 | $6K | Buy |
+1,600
| New | +$46.9K | ﹤0.01% | 437 |
|
Other funds holding AAPL
VCM
VPM
Krilogy Financial's AAPL Position: Q1 2026 in Review
Krilogy Financial increased its Apple (AAPL) stake by 0.33% in Q1 2026, buying an estimated $213K and bringing the position to 249,492 shares worth $65.7M. The position accounts for 2.12% of the portfolio, ranked #7.
Krilogy Financial first reported a position in AAPL in Q3 2015 and has held it in 43 quarters since. The position peaked at $70.7M in Q3 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Krilogy Financial held 249,492 shares of Apple worth $65.7M as of Q1 2026.
- Krilogy Financial bought 820 Apple shares in Q1 2026, an estimated $213K.
- Apple made up 2.12% of Krilogy Financial's portfolio in Q1 2026, its #7 holding.
- Krilogy Financial first reported a position in Apple in Q3 2015 and has held it in 43 quarters since.
- Krilogy Financial's Apple position peaked at $70.7M in Q3 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.