KWM
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KRM Wealth Management’s Apple AAPL Stock Holding History

KRM Wealth 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
Q2 		$824K Sell
2,848
-47
-2% -$13.4K 0.36% 20
2026
Q1 		$735K Buy
2,895
+294
+11% +$76.5K 0.38% 21
2025
Q4 		$707K Buy
+2,601
New +$698K 0.39% 24

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

KRM Wealth Management's AAPL Position: Q2 2026 in Review

KRM Wealth Management reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $13.4K and leaving 2,848 shares worth $824K. The position accounts for 0.36% of the portfolio, ranked #20.

KRM Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 4,685 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • KRM Wealth Management held 2,848 shares of Apple worth $824K as of Q2 2026.
  • KRM Wealth Management sold 47 Apple shares in Q2 2026, an estimated $13.4K.
  • Apple made up 0.36% of KRM Wealth Management's portfolio in Q2 2026, its #20 holding.
  • KRM Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 4,685 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on KRM Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.