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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 $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

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. 6,119 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.
  • 6,119 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.