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Halbert Hargrove Global Advisors’s Apple AAPL Stock Holding History

Halbert Hargrove Global 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 		$3.39M Buy
11,718
+27
+0.2% +$7.72K 0.15% 28
2026
Q1 		$2.97M Sell
11,691
-1,434
-11% -$373K 0.14% 28
2025
Q4 		$3.57M Sell
13,125
-4,359
-25% -$1.17M 0.17% 27
2025
Q3 		$4.45M Buy
17,484
+1,195
+7% +$270K 0.22% 24
2025
Q2 		$3.34M Buy
16,289
+242
+2% +$48.9K 0.17% 27
2025
Q1 		$3.56M Sell
16,047
-24
-0.1% -$5.56K 0.2% 24
2024
Q4 		$4.02M Buy
16,071
+103
+0.6% +$24.3K 0.22% 23
2024
Q3 		$3.72M Sell
15,968
-455
-3% -$102K 0.2% 25
2024
Q2 		$3.46M Sell
16,423
-531
-3% -$99K 0.2% 25
2024
Q1 		$2.91M Sell
16,954
-1,401
-8% -$255K 0.19% 29
2023
Q4 		$3.53M Sell
18,355
-29,960
-62% -$5.53M 0.24% 29
2023
Q3 		$8.27M Sell
48,315
-898
-2% -$165K 0.62% 21
2023
Q2 		$9.55M Sell
49,213
-33,155
-40% -$5.78M 0.7% 19
2023
Q1 		$13.6M Sell
82,368
-4,835
-6% -$713K 0.92% 16
2022
Q4 		$11.3M Sell
87,203
-4,374
-5% -$625K 0.81% 18
2022
Q3 		$12.7M Sell
91,577
-133
-0.1% -$20.9K 0.98% 17
2022
Q2 		$12.5M Sell
91,710
-358
-0.4% -$54.2K 0.93% 17
2022
Q1 		$16.1M Sell
92,068
-266
-0.3% -$44.7K 1.06% 18
2021
Q4 		$16.4M Sell
92,334
-2,148
-2% -$339K 1.04% 16
2021
Q3 		$13.4M Sell
94,482
-13,993
-13% -$2.06M 0.93% 15
2021
Q2 		$14.9M Buy
108,475
+820
+0.8% +$106K 0.98% 16
2021
Q1 		$13.2M Sell
107,655
-5,166
-5% -$663K 0.95% 15
2020
Q4 		$15M Buy
112,821
+47,310
+72% +$5.69M 1.13% 13
2020
Q3 		$7.59M Buy
65,511
+20,423
+45% +$2.23M 0.73% 15
2020
Q2 		$4.11M Buy
45,088
+4,804
+12% +$372K 0.6% 17
2020
Q1 		$2.56M Buy
40,284
+1,564
+4% +$115K 0.45% 17
2019
Q4 		$2.84M Sell
38,720
-4,040
-9% -$260K 0.73% 7
2019
Q3 		$2.39M Buy
42,760
+11,340
+36% +$593K 0.63% 9
2019
Q2 		$1.55M Sell
31,420
-1,508
-5% -$73.5K 0.42% 10
2019
Q1 		$1.51M Sell
32,928
-472
-1% -$20K 5.33% 3
2018
Q4 		$1.32M Sell
33,400
-26,504
-44% -$1.28M 0.3% 21
2018
Q3 		$3.38M Sell
59,904
-1,124
-2% -$58.5K 0.88% 6
2018
Q2 		$2.82M Sell
61,028
-732
-1% -$33.2K 0.74% 6
2018
Q1 		$2.59M Buy
61,760
+668
+1% +$28.8K 0.69% 6
2017
Q4 		$2.58M Sell
61,092
-1,868
-3% -$78.1K 0.68% 8
2017
Q3 		$2.43M Buy
62,960
+24,804
+65% +$962K 0.67% 6
2017
Q2 		$1.37M Buy
38,156
+204
+0.5% +$7.54K 0.37% 9
2017
Q1 		$1.36M Sell
37,952
-2,080
-5% -$68.5K 0.35% 9
2016
Q4 		$1.16M Buy
40,032
+3,800
+10% +$108K 0.32% 13
2016
Q3 		$1.02M Sell
36,232
-6,184
-15% -$164K 0.29% 12
2016
Q2 		$1.01M Buy
42,416
+7,000
+20% +$174K 0.29% 13
2016
Q1 		$965K Sell
35,416
-396
-1% -$9.87K 0.35% 12
2015
Q4 		$942K Buy
35,812
+5,428
+18% +$155K 0.41% 19
2015
Q3 		$838K Sell
30,384
-36,488
-55% -$1.07M 0.41% 17
2015
Q2 		$2.1M Buy
66,872
+32,484
+94% +$1.04M 0.51% 6
2015
Q1 		$1.07M Buy
34,388
+4,536
+15% +$137K 0.34% 25
2014
Q4 		$824K Sell
29,852
-4,052
-12% -$110K 0.41% 20
2014
Q3 		$854K Sell
33,904
-3,476
-9% -$85.3K 0.24% 33
2014
Q2 		$868K Buy
37,380
+1,120
+3% +$23.8K 0.26% 19
2014
Q1 		$695K Sell
36,260
-3,332
-8% -$63.4K 0.21% 25
2013
Q4 		$793K Sell
39,592
-9,212
-19% -$174K 0.25% 21
2013
Q3 		$831K Sell
48,804
-4,144
-8% -$68.7K 0.28% 20
2013
Q2 		$750K Buy
+52,948
New +$815K 0.27% 26

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Halbert Hargrove Global Advisors's AAPL Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Apple (AAPL) stake by 0.23% in Q2 2026, buying an estimated $7.72K and bringing the position to 11,718 shares worth $3.39M. The position accounts for 0.15% of the portfolio, ranked #28.

Halbert Hargrove Global Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.4M in Q4 2021. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Halbert Hargrove Global Advisors held 11,718 shares of Apple worth $3.39M as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 27 Apple shares in Q2 2026, an estimated $7.72K.
  • Apple made up 0.15% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #28 holding.
  • Halbert Hargrove Global Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Halbert Hargrove Global Advisors's Apple position peaked at $16.4M in Q4 2021.
  • 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.