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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.