KW Wealth Management’s Apple AAPL Stock Holding History

KW 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 Q1	–	Sell	-16,597	Closed	-$4.51M	–	1
2025 Q4	$4.51M	Sell	16,597 -407	-2%	-$109K	6.85%	2
2025 Q3	$4.33M	Buy	+17,004	New	+$3.84M	7.38%	1

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KW Wealth Management's AAPL Position: Q1 2026 in Review

KW Wealth Management sold out of Apple (AAPL) in Q1 2026, closing a stake of 16,597 shares — an estimated $4.51M sold.

KW Wealth Management first reported a position in AAPL in Q3 2025 and held it in 2 quarters. The position peaked at $4.51M in Q4 2025. 6,104 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

KW Wealth Management reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 16,597 Apple shares in Q1 2026, an estimated $4.51M.
KW Wealth Management first reported a position in Apple in Q3 2025 and held it in 2 quarters.
KW Wealth Management's Apple position peaked at $4.51M in Q4 2025.
6,104 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.