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M. Kulyk & Associates’s Apple AAPL Stock Holding History

M. Kulyk & Associates’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 		$24.5M Buy
84,780
+25,532
+43% +$7.3M 4% 5
2026
Q1 		$15M Buy
59,248
+1,229
+2% +$320K 2.81% 8
2025
Q4 		$15.8M Sell
58,019
-85
-0.1% -$22.8K 3.01% 8
2025
Q3 		$14.8M Sell
58,104
-824
-1% -$186K 3.01% 8
2025
Q2 		$12.1M Sell
58,928
-95
-0.2% -$19.2K 2.63% 10
2025
Q1 		$13.1M Sell
59,023
-3,972
-6% -$920K 3% 7
2024
Q4 		$15.8M Sell
62,995
-6,456
-9% -$1.52M 3.41% 7
2024
Q3 		$16.2M Sell
69,451
-1,298
-2% -$290K 3.25% 7
2024
Q2 		$14.9M Buy
70,749
+438
+0.6% +$81.7K 3.46% 6
2024
Q1 		$12.1M Buy
70,311
+1,151
+2% +$209K 2.8% 7
2023
Q4 		$13.3M Buy
69,160
+3,015
+5% +$557K 3.1% 5
2023
Q3 		$11.3M Sell
66,145
-2,726
-4% -$500K 3.15% 5
2023
Q2 		$13.4M Sell
68,871
-1,017
-1% -$177K 3.73% 2
2023
Q1 		$11.5M Buy
69,888
+1,637
+2% +$242K 3.49% 3
2022
Q4 		$8.87M Buy
68,251
+1,001
+1% +$143K 2.96% 6
2022
Q3 		$9.29M Sell
67,250
-499
-0.7% -$78.3K 3.23% 3
2022
Q2 		$9.26M Sell
67,749
-214
-0.3% -$32.4K 2.88% 4
2022
Q1 		$11.9M Sell
67,963
-790
-1% -$133K 3.24% 3
2021
Q4 		$12.2M Buy
68,753
+9,586
+16% +$1.51M 3.16% 5
2021
Q3 		$8.37M Buy
59,167
+1,820
+3% +$268K 2.68% 6
2021
Q2 		$7.85M Sell
57,347
-2,217
-4% -$287K 2.84% 5
2021
Q1 		$7.28M Buy
59,564
+8,544
+17% +$1.1M 2.72% 5
2020
Q4 		$6.77M Buy
+51,020
New +$6.14M 3.76% 2

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

M. Kulyk & Associates's AAPL Position: Q2 2026 in Review

M. Kulyk & Associates increased its Apple (AAPL) stake by 43% in Q2 2026, buying an estimated $7.3M and bringing the position to 84,780 shares worth $24.5M. The position accounts for 4% of the portfolio, ranked #5.

M. Kulyk & Associates first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • M. Kulyk & Associates held 84,780 shares of Apple worth $24.5M as of Q2 2026.
  • M. Kulyk & Associates bought 25,532 Apple shares in Q2 2026, an estimated $7.3M.
  • Apple made up 4% of M. Kulyk & Associates's portfolio in Q2 2026, its #5 holding.
  • M. Kulyk & Associates first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.