NKCFO LLC’s Apple AAPL Stock Holding History

NKCFO 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 Q1	$6.33M	Sell	24,925 -19,825	-44%	-$5.16M	1.88%	15
2025 Q4	$12.2M	Hold	44,750	–	–	3.52%	10
2025 Q3	$11.4M	Sell	44,750 -2,550	-5%	-$576K	3.43%	9
2025 Q2	$9.71M	Hold	47,300	–	–	4.05%	7
2025 Q1	$10.5M	Sell	47,300 -9,250	-16%	-$2.14M	4.89%	5
2024 Q4	$14.2M	Hold	56,550	–	–	6.23%	4
2024 Q3	$13.2M	Buy	56,550 +900	+2%	+$201K	6.29%	4
2024 Q2	$11.7M	Buy	55,650 +2,350	+4%	+$438K	6.4%	4
2024 Q1	$9.14M	Hold	53,300	–	–	5.46%	5
2023 Q4	$10.3M	Hold	53,300	–	–	5.56%	6
2023 Q3	$9.13M	Sell	53,300 -2,300	-4%	-$422K	5.06%	8
2023 Q2	$10.8M	Hold	55,600	–	–	4.97%	7
2023 Q1	$9.17M	Hold	55,600	–	–	4.42%	9
2022 Q4	$7.22M	Hold	55,600	–	–	3.39%	14
2022 Q3	$7.68M	Hold	55,600	–	–	3.55%	15
2022 Q2	$7.6M	Hold	55,600	–	–	2.68%	15
2022 Q1	$9.71M	Hold	55,600	–	–	3.02%	11
2021 Q4	$9.87M	Hold	55,600	–	–	3.17%	10
2021 Q3	$7.87M	Hold	55,600	–	–	2.63%	11
2021 Q2	$7.62M	Hold	55,600	–	–	2.56%	11
2021 Q1	$6.79M	Hold	55,600	–	–	2.57%	13
2020 Q4	$7.38M	Buy	+55,600	New	+$6.69M	2.92%	9
2019 Q2	–	Sell	-153,760	Closed	-$7.3M	–	99
2019 Q1	$7.3M	Hold	153,760	–	–	5.02%	5
2018 Q4	$6.06M	Buy	+153,760	New	+$7.45M	4.7%	9

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

NKCFO LLC's AAPL Position: Q1 2026 in Review

NKCFO LLC reduced its Apple (AAPL) stake by 44% in Q1 2026, selling an estimated $5.16M and leaving 24,925 shares worth $6.33M. The position accounts for 1.88% of the portfolio, ranked #15.

NKCFO LLC first reported a position in AAPL in Q4 2018 and has held it in 24 quarters since. The position peaked at $14.2M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

NKCFO LLC held 24,925 shares of Apple worth $6.33M as of Q1 2026.
NKCFO LLC sold 19,825 Apple shares in Q1 2026, an estimated $5.16M.
Apple made up 1.88% of NKCFO LLC's portfolio in Q1 2026, its #15 holding.
NKCFO LLC first reported a position in Apple in Q4 2018 and has held it in 24 quarters since.
NKCFO LLC's Apple position peaked at $14.2M in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on NKCFO LLC's 13F filing for Q1 2026, filed 11 May 2026.