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Shepherd Kaplan Krochuk’s Apple AAPL Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q1 		– Sell
-4,000
Closed -$105K – 286
2015
Q4 		$105K Hold
4,000
– – 0.03% 345
2015
Q3 		$110K Hold
4,000
– – 0.03% 325
2015
Q2 		$125K Hold
4,000
– – 0.02% 353
2015
Q1 		$124K Buy
+4,000
New +$121K 0.02% 337

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

Shepherd Kaplan Krochuk's AAPL Position: Q2 2026 in Review

Shepherd Kaplan Krochuk increased its Apple (AAPL) stake by 0.01% in Q2 2026, buying an estimated $858 and bringing the position to 30,419 shares worth $8.8M. The position accounts for 6.99% of the portfolio, ranked #2.

Shepherd Kaplan Krochuk first reported a position in AAPL in Q2 2013 and has held it in 39 quarters since. The position peaked at $10.8M in Q3 2024. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Shepherd Kaplan Krochuk held 30,419 shares of Apple worth $8.8M as of Q2 2026.
  • Shepherd Kaplan Krochuk bought 3 Apple shares in Q2 2026, an estimated $858.
  • Apple made up 6.99% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #2 holding.
  • Shepherd Kaplan Krochuk first reported a position in Apple in Q2 2013 and has held it in 39 quarters since.
  • Shepherd Kaplan Krochuk's Apple position peaked at $10.8M in Q3 2024.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.