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KWMG LLC’s Apple AAPL Stock Holding History

KWMG LLC’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 		$6.6M Buy
22,796
+61
+0.3% +$17.4K 0.48% 68
2026
Q1 		$5.77M Sell
22,735
-846
-4% -$220K 0.48% 73
2025
Q4 		$6.41M Sell
23,581
-1,335
-5% -$358K 0.55% 66
2025
Q3 		$6.34M Buy
24,916
+234
+0.9% +$52.9K 0.56% 62
2025
Q2 		$5.06M Sell
24,682
-341
-1% -$68.9K 0.48% 74
2025
Q1 		$5.56M Buy
25,023
+345
+1% +$79.9K 0.57% 63
2024
Q4 		$6.18M Sell
24,678
-56
-0.2% -$13.2K 0.64% 60
2024
Q3 		$5.76M Buy
24,734
+189
+0.8% +$42.2K 0.58% 69
2024
Q2 		$5.17M Buy
24,545
+13,905
+131% +$2.59M 0.56% 71
2024
Q1 		$1.82M Buy
10,640
+60
+0.6% +$10.9K 0.2% 93
2023
Q4 		$2.04M Sell
10,580
-47
-0.4% -$8.68K 0.24% 93
2023
Q3 		$1.82M Sell
10,627
-7
-0.1% -$1.28K 0.23% 94
2023
Q2 		$2.06M Sell
10,634
-642
-6% -$112K 0.26% 92
2023
Q1 		$1.86M Buy
11,276
+670
+6% +$98.9K 0.25% 95
2022
Q4 		$1.38M Buy
10,606
+264
+3% +$37.7K 0.2% 101
2022
Q3 		$1.43M Sell
10,342
-358
-3% -$56.2K 0.22% 101
2022
Q2 		$1.46M Buy
10,700
+168
+2% +$25.4K 0.22% 99
2022
Q1 		$1.84M Sell
10,532
-62
-0.6% -$10.4K 0.25% 97
2021
Q4 		$1.88M Buy
10,594
+142
+1% +$22.4K 0.25% 99
2021
Q3 		$1.48M Buy
10,452
+16
+0.2% +$2.36K 0.22% 100
2021
Q2 		$1.5M Buy
10,436
+5
+0% +$648 0.22% 101
2021
Q1 		$1.27M Buy
10,431
+117
+1% +$15K 0.2% 103
2020
Q4 		$1.37M Buy
10,314
+187
+2% +$22.5K 0.24% 103
2020
Q3 		$1.17M Sell
10,127
-77
-0.8% -$8.4K 0.24% 97
2020
Q2 		$931K Sell
10,204
-672
-6% -$52.1K 0.2% 102
2020
Q1 		$692K Sell
10,876
-476
-4% -$35K 0.19% 102
2019
Q4 		$833K Buy
11,352
+764
+7% +$49.2K 0.18% 94
2019
Q3 		$593K Sell
10,588
-748
-7% -$39.1K 0.14% 93
2019
Q2 		$561K Sell
11,336
-36
-0.3% -$1.75K 0.14% 90
2019
Q1 		$540K Sell
11,372
-484
-4% -$20.5K 0.13% 90
2018
Q4 		$468K Buy
11,856
+848
+8% +$41.1K 0.13% 96
2018
Q3 		$621K Buy
11,008
+8
+0.1% +$417 0.16% 88
2018
Q2 		$509K Buy
11,000
+8
+0.1% +$363 0.14% 95
2018
Q1 		$461K Buy
10,992
+156
+1% +$6.72K 0.14% 93
2017
Q4 		$458K Sell
10,836
-1,908
-15% -$79.7K 0.14% 97
2017
Q3 		$491K Buy
12,744
+4,004
+46% +$155K 0.16% 94
2017
Q2 		$315K Sell
8,740
-1,372
-14% -$50.7K 0.11% 98
2017
Q1 		$363K Sell
10,112
-31,152
-75% -$1.03M 0.14% 96
2016
Q4 		$1.2M Sell
41,264
-16,252
-28% -$461K 0.52% 60
2016
Q3 		$1.63M Sell
57,516
-1,192
-2% -$31.6K 0.79% 35
2016
Q2 		$1.4M Sell
58,708
-896
-2% -$22.3K 0.76% 35
2016
Q1 		$1.62M Sell
59,604
-1,544
-3% -$38.5K 0.96% 30
2015
Q4 		$1.61M Sell
61,148
-744
-1% -$21.3K 1.09% 23
2015
Q3 		$1.71M Sell
61,892
-1,116
-2% -$32.7K 1.29% 22
2015
Q2 		$1.98M Sell
63,008
-48
-0.1% -$1.53K 1.45% 18
2015
Q1 		$2.01M Sell
63,056
-56
-0.1% -$1.69K 1.61% 17
2014
Q4 		$1.89M Buy
+63,112
New +$1.72M 1.58% 18

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

KWMG LLC's AAPL Position: Q2 2026 in Review

KWMG LLC increased its Apple (AAPL) stake by 0.27% in Q2 2026, buying an estimated $17.4K and bringing the position to 22,796 shares worth $6.6M. The position accounts for 0.48% of the portfolio, ranked #68.

KWMG LLC first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • KWMG LLC held 22,796 shares of Apple worth $6.6M as of Q2 2026.
  • KWMG LLC bought 61 Apple shares in Q2 2026, an estimated $17.4K.
  • Apple made up 0.48% of KWMG LLC's portfolio in Q2 2026, its #68 holding.
  • KWMG LLC first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.