Shepherd Kaplan Krochuk’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.72M | Buy |
30,416
+24
| +0.1% | +$6.25K | 6.49% | 3 |
|
|
2025
Q4 | $8.26M | Buy |
30,392
+25
| +0.1% | +$6.71K | 6.82% | 3 |
|
|
2025
Q3 | $7.73M | Buy |
30,367
+44
| +0.1% | +$9.94K | 6.35% | 3 |
|
|
2025
Q2 | $6.22M | Buy |
30,323
+3
| +0% | +$606 | 5.41% | 3 |
|
|
2025
Q1 | $6.74M | Sell |
30,320
-237
| -0.8% | -$54.9K | 5.77% | 3 |
|
|
2024
Q4 | $7.65M | Sell |
30,557
-16,000
| -34% | -$3.77M | 6.4% | 3 |
|
|
2024
Q3 | $10.8M | Sell |
46,557
-1,282
| -3% | -$286K | 8.18% | 1 |
|
|
2024
Q2 | $10.1M | Buy |
47,839
+15
| +0% | +$2.8K | 7.96% | 1 |
|
|
2024
Q1 | $8.2M | Buy |
47,824
+3
| +0% | +$545 | 6.55% | 1 |
|
|
2023
Q4 | $9.21M | Buy |
47,821
+2
| +0% | +$369 | 7.48% | 1 |
|
|
2023
Q3 | $8.19M | Buy |
47,819
+3
| +0% | +$550 | 7.11% | 1 |
|
|
2023
Q2 | $9.27M | Sell |
47,816
-2,002
| -4% | -$349K | 7.33% | 2 |
|
|
2023
Q1 | $8.21M | Sell |
49,818
-68
| -0.1% | -$10K | 7.24% | 1 |
|
|
2022
Q4 | $6.48M | Buy |
49,886
+553
| +1% | +$79K | 3.84% | 5 |
|
|
2022
Q3 | $6.82M | Buy |
49,333
+6
| +0% | +$942 | 3.41% | 6 |
|
|
2022
Q2 | $6.74M | Sell |
49,327
-14
| -0% | -$2.12K | 2.95% | 7 |
|
|
2022
Q1 | $8.62M | Sell |
49,341
-9,822
| -17% | -$1.65M | 3.26% | 7 |
|
|
2021
Q4 | $10.5M | Sell |
59,163
-709
| -1% | -$112K | 3.79% | 5 |
|
|
2021
Q3 | $8.47M | Buy |
59,872
+898
| +2% | +$132K | 3.11% | 9 |
|
|
2021
Q2 | $8.08M | Sell |
58,974
-697
| -1% | -$90.3K | 2.88% | 8 |
|
|
2021
Q1 | $7.29M | Buy |
59,671
+14,084
| +31% | +$1.81M | 2.81% | 8 |
|
|
2020
Q4 | $6.05M | Sell |
45,587
-8,239
| -15% | -$991K | 2.23% | 10 |
|
|
2020
Q3 | $6.23M | Sell |
53,826
-12,834
| -19% | -$1.4M | 2.59% | 9 |
|
|
2020
Q2 | $6.08M | Buy |
+66,660
| New | +$5.17M | 2.72% | 10 |
|
|
2017
Q4 | – | Sell |
-6,400
| Closed | -$247K | – | 250 |
|
|
2017
Q3 | $247K | Hold |
6,400
| – | – | 0.2% | 140 |
|
|
2017
Q2 | $230K | Buy |
+6,400
| New | +$237K | 0.13% | 154 |
|
|
2016
Q3 | – | Sell |
-12,056
| Closed | -$288K | – | 368 |
|
|
2016
Q2 | $288K | Hold |
12,056
| – | – | 0.07% | 196 |
|
|
2016
Q1 | $328K | Sell |
12,056
-8,172
| -40% | -$204K | 0.1% | 151 |
|
|
2015
Q4 | $532K | Buy |
20,228
+12,176
| +151% | +$348K | 0.14% | 115 |
|
|
2015
Q3 | $222K | Sell |
8,052
-3,904
| -33% | -$114K | 0.06% | 237 |
|
|
2015
Q2 | $375K | Buy |
11,956
+2,144
| +22% | +$68.6K | 0.07% | 206 |
|
|
2015
Q1 | $305K | Sell |
9,812
-3,516
| -26% | -$106K | 0.05% | 234 |
|
|
2014
Q4 | $368K | Sell |
13,328
-5,560
| -29% | -$151K | 0.06% | 251 |
|
|
2014
Q3 | $475K | Sell |
18,888
-376
| -2% | -$9.23K | 0.06% | 218 |
|
|
2014
Q2 | $448K | Buy |
19,264
+8,064
| +72% | +$172K | 0.05% | 239 |
|
|
2014
Q1 | $215K | Hold |
11,200
| – | – | 0.02% | 438 |
|
|
2013
Q4 | $224K | Buy |
+11,200
| New | +$212K | 0.03% | 403 |
|
|
2013
Q3 | – | Sell |
-16,800
| Closed | -$238K | – | 578 |
|
|
2013
Q2 | $238K | Buy |
+16,800
| New | +$258K | 0.05% | 375 |
|
Other funds holding AAPL
VCM
VPM
Shepherd Kaplan Krochuk's AAPL Position: Q1 2026 in Review
Shepherd Kaplan Krochuk increased its Apple (AAPL) stake by 0.08% in Q1 2026, buying an estimated $6.25K and bringing the position to 30,416 shares worth $7.72M. The position accounts for 6.49% of the portfolio, ranked #3.
Shepherd Kaplan Krochuk first reported a position in AAPL in Q2 2013 and has held it in 38 quarters since. The position peaked at $10.8M in Q3 2024. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Shepherd Kaplan Krochuk held 30,416 shares of Apple worth $7.72M as of Q1 2026.
- Shepherd Kaplan Krochuk bought 24 Apple shares in Q1 2026, an estimated $6.25K.
- Apple made up 6.49% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #3 holding.
- Shepherd Kaplan Krochuk first reported a position in Apple in Q2 2013 and has held it in 38 quarters since.
- Shepherd Kaplan Krochuk's Apple position peaked at $10.8M in Q3 2024.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.