SEC 13F Intelligence

Kmg Fiduciary Partners, LLC / AAPL

Kmg Fiduciary Partners, LLC’s Apple Inc Position

Does Kmg Fiduciary Partners, LLC own Apple Inc (AAPL)? Yes — 240.4K shares worth $70M (+6.46% of its 13F portfolio) as of Q2 2026, down from 285.6K shares the prior filed quarter.

Position Value
$70M
Q2 2026
Shares
240.4K
% of Portfolio
+6.46%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q1 ’19: $12MQ1 ’19Q2 ’19: $12MQ3 ’19: $15MQ4 ’19: $17MQ1 ’20: $18MQ1 ’20Q2 ’20: $26MQ3 ’20: $31MQ4 ’20: $36MQ1 ’21: $36MQ1 ’21Q2 ’21: $41MQ3 ’21: $44MQ4 ’21: $54MQ1 ’22: $53MQ1 ’22Q2 ’22: $41MQ3 ’22: $40MQ4 ’22: $37MQ1 ’23: $46MQ1 ’23Q2 ’23: $55MQ3 ’23: $49MQ4 ’23: $55MQ1 ’24: $49MQ1 ’24Q2 ’24: $60MQ3 ’24: $65MQ4 ’24: $69MQ1 ’25: $62MQ1 ’25Q2 ’25: $59MQ3 ’25: $74MQ4 ’25: $77MQ1 ’26: $72MQ1 ’26Q2 ’26: $70Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026240.4K$70M+6.46%
Q1 2026285.6K$72M+5.36%
Q4 2025285.1K$77M+5.51%
Q3 2025289.9K$74M+4.95%
Q2 2025287.1K$59M+4.36%
Q1 2025279.6K$62M+5.16%
Q4 2024276.8K$69M+5.74%
Q3 2024278.7K$65M+5.61%
Q2 2024285.6K$60M+5.91%
Q1 2024283.5K$49M+5.04%
Q4 2023283.3K$55M+6.35%
Q3 2023283.8K$49M+6.42%
Q2 2023281.8K$55M+7.07%
Q1 2023276.4K$46M+6.54%
Q4 2022285.2K$37M+6.08%
Q3 2022286.5K$40M+7.62%
Q2 2022303.2K$41M+7.73%
Q1 2022303.2K$53M+8.46%
Q4 2021304.4K$54M+8.36%
Q3 2021307.6K$44M+7.41%
Q2 2021302.0K$41M+7.30%
Q1 2021297.7K$36M+7.09%
Q4 2020278.1K$36M+7.68%
Q3 2020267.1K$31M+7.69%
Q2 202071.8K$26M+7.28%
Q1 202070.6K$18M+5.83%
Q4 201958.2K$17M+5.21%
Q3 201966.2K$15M+5.03%
Q2 201959.6K$12M+4.27%
Q1 201964.5K$12M+4.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kmg Fiduciary Partners, LLC’s full portfolio or all institutional holders of AAPL.