Kuhn & Co Investment Counsel’s Apple AAPL Stock Holding History

Kuhn & Co Investment Counsel’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	$5.01M	Buy	19,756 +253	+1%	+$65.8K	3.23%	6
2025 Q4	$5.3M	Buy	19,503 +4,434	+29%	+$1.19M	3.53%	5
2025 Q3	$3.84M	Sell	15,069 -4,660	-24%	-$1.05M	3.04%	5
2025 Q2	$4.05M	Buy	19,729 +84	+0.4%	+$17K	3.06%	6
2025 Q1	$4.36M	Buy	19,645 +200	+1%	+$46.3K	3.68%	2
2024 Q4	$4.87M	Buy	19,445 +1	+0%	+$236	4.14%	1
2024 Q3	$4.53M	Sell	19,444 -67	-0.3%	-$15K	3.87%	2
2024 Q2	$4.11M	Buy	19,511 +135	+0.7%	+$25.2K	3.69%	3
2024 Q1	$3.32M	Sell	19,376 -485	-2%	-$88.2K	3.12%	3
2023 Q4	$3.82M	Buy	+19,861	New	+$3.67M	3.92%	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

Kuhn & Co Investment Counsel's AAPL Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Apple (AAPL) stake by 1.3% in Q1 2026, buying an estimated $65.8K and bringing the position to 19,756 shares worth $5.01M. The position accounts for 3.23% of the portfolio, ranked #6.

Kuhn & Co Investment Counsel first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.3M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Kuhn & Co Investment Counsel held 19,756 shares of Apple worth $5.01M as of Q1 2026.
Kuhn & Co Investment Counsel bought 253 Apple shares in Q1 2026, an estimated $65.8K.
Apple made up 3.23% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #6 holding.
Kuhn & Co Investment Counsel first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Kuhn & Co Investment Counsel's Apple position peaked at $5.3M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.