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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.