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TKG Advisors’s Apple AAPL Stock Holding History

TKG Advisors’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 		$732K Sell
2,531
-1,103
-30% -$315K 0.25% 60
2026
Q1 		$922K Sell
3,634
-67
-2% -$17.4K 0.38% 54
2025
Q4 		$1.01M Buy
3,701
+1,282
+53% +$344K 0.41% 53
2025
Q3 		$616K Buy
2,419
+1,308
+118% +$295K 0.26% 60
2025
Q2 		$228K Sell
1,111
-2,383
-68% -$481K 0.1% 85
2025
Q1 		$776K Buy
3,494
+81
+2% +$18.8K 0.38% 52
2024
Q4 		$760K Buy
3,413
+753
+28% +$177K 0.35% 53
2024
Q3 		$620K Sell
2,660
-57
-2% -$12.7K 0.31% 55
2024
Q2 		$572K Sell
2,717
-2,100
-44% -$392K 0.31% 56
2024
Q1 		$826K Buy
4,817
+1,737
+56% +$316K 0.46% 53
2023
Q4 		$593K Sell
3,080
-677
-18% -$125K 0.35% 55
2023
Q3 		$643K Buy
3,757
+2,163
+136% +$397K 0.43% 53
2023
Q2 		$309K Buy
+1,594
New +$278K 0.2% 74
2022
Q4 		– Sell
-19,537
Closed -$2.7M – 85
2022
Q3 		$2.7M Buy
19,537
+7,240
+59% +$1.14M 2.14% 12
2022
Q2 		$1.68M Sell
12,297
-11,004
-47% -$1.67M 1.45% 27
2022
Q1 		$4.07M Buy
23,301
+1,762
+8% +$296K 3.26% 4
2021
Q4 		$3.83M Buy
+21,539
New +$3.4M 3.02% 6

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

TKG Advisors's AAPL Position: Q2 2026 in Review

TKG Advisors reduced its Apple (AAPL) stake by 30% in Q2 2026, selling an estimated $315K and leaving 2,531 shares worth $732K. The position accounts for 0.25% of the portfolio, ranked #60.

TKG Advisors first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.07M in Q1 2022. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TKG Advisors held 2,531 shares of Apple worth $732K as of Q2 2026.
  • TKG Advisors sold 1,103 Apple shares in Q2 2026, an estimated $315K.
  • Apple made up 0.25% of TKG Advisors's portfolio in Q2 2026, its #60 holding.
  • TKG Advisors first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • TKG Advisors's Apple position peaked at $4.07M in Q1 2022.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TKG Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.