KF
AAPL icon

Krilogy Financial’s Apple AAPL Stock Holding History

Krilogy Financial’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
2021
Q1 		– Sell
-1,600
Closed -$212K – 264
2020
Q4 		$212K Sell
1,600
-6,800
-81% -$818K 0.03% 252
2020
Q3 		$973K Buy
8,400
+2,000
+31% +$218K 0.13% 100
2020
Q2 		$583K Buy
6,400
+4,000
+167% +$310K 0.09% 143
2020
Q1 		$153K Buy
+2,400
New +$177K 0.03% 180

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

Krilogy Financial's AAPL Position: Q2 2026 in Review

Krilogy Financial reduced its Apple (AAPL) stake by 2.9% in Q2 2026, selling an estimated $2.04M and leaving 242,373 shares worth $70.1M. The position accounts for 2.07% of the portfolio, ranked #9.

Krilogy Financial first reported a position in AAPL in Q3 2015 and has held it in 44 quarters since. The position peaked at $70.7M in Q3 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Krilogy Financial held 242,373 shares of Apple worth $70.1M as of Q2 2026.
  • Krilogy Financial sold 7,119 Apple shares in Q2 2026, an estimated $2.04M.
  • Apple made up 2.07% of Krilogy Financial's portfolio in Q2 2026, its #9 holding.
  • Krilogy Financial first reported a position in Apple in Q3 2015 and has held it in 44 quarters since.
  • Krilogy Financial's Apple position peaked at $70.7M in Q3 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.