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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
2024
Q4 		– Hold
0
– -$2.17M – 323
2024
Q3 		– Hold
0
– – – 31
2018
Q4 		– Sell
-27,200
Closed -$71K – 75
2018
Q3 		$71K Buy
+27,200
New +$1.42M 0.02% 76

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

Halbert Hargrove Global Advisors's AAPL Position: Q1 2026 in Review

Halbert Hargrove Global Advisors reduced its Apple (AAPL) stake by 11% in Q1 2026, selling an estimated $373K and leaving 11,691 shares worth $2.97M. The position accounts for 0.14% of the portfolio, ranked #28.

Halbert Hargrove Global Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.4M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Halbert Hargrove Global Advisors held 11,691 shares of Apple worth $2.97M as of Q1 2026.
  • Halbert Hargrove Global Advisors sold 1,434 Apple shares in Q1 2026, an estimated $373K.
  • Apple made up 0.14% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #28 holding.
  • Halbert Hargrove Global Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Halbert Hargrove Global Advisors's Apple position peaked at $16.4M in Q4 2021.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.