Apple Inc. $AAPL Shares Bought by KKM Financial LLC

Institutional investors continue to increase their holdings in the tech giant.

Mar. 17, 2026 at 1:10pm

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KKM Financial LLC grew its position in shares of Apple Inc. (NASDAQ:AAPL) by 5.9% during the 3rd quarter, according to the company's recent SEC filing. The fund now owns 45,820 shares of the iPhone maker's stock, valued at $11,667,000. This represents about 3.7% of KKM Financial's total holdings, making Apple the firm's second-largest position.

Why it matters

Apple's stock has seen significant volatility over the past year, but institutional investors like KKM Financial continue to view the company as a long-term investment opportunity. The increase in KKM's Apple holdings suggests confidence in the tech giant's ability to weather market fluctuations and maintain its dominant position in the smartphone, tablet, and wearables markets.

The details

According to the SEC filing, KKM Financial purchased an additional 2,565 shares of Apple stock during the third quarter, bringing its total position to 45,820 shares. This represents a 5.9% increase in the firm's Apple holdings compared to the previous quarter. Apple makes up approximately 3.7% of KKM Financial's total investment portfolio, making it the firm's second-largest position behind an undisclosed top holding.

  • The SEC filing covers the third quarter of the 2026 fiscal year.
  • KKM Financial increased its Apple position during the three-month period ending September 30, 2025.

The players

KKM Financial LLC

An investment management firm that has increased its stake in Apple Inc. over the past quarter.

Apple Inc.

A multinational technology company headquartered in Cupertino, California, known for its consumer electronics, software, and digital services, including the iPhone, iPad, Mac, and Apple Watch.

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The takeaway

The continued investment in Apple by institutional investors like KKM Financial suggests that the tech giant remains a attractive long-term bet despite recent market volatility. Apple's diversified product portfolio and dominant market position continue to make it a core holding for many fund managers.