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 Q1	–	Hold	0	–	–	–	37
2025 Q4	–	Hold	0	–	–	–	32
2025 Q3	–	Hold	0	–	–	–	30
2025 Q2	–	Hold	0	–	–	–	35
2025 Q1	–	Hold	0	–	–	–	31
2024 Q4	–	Hold	0	–	–	–	27
2024 Q3	–	Hold	0	–	–	–	29
2024 Q2	–	Hold	0	–	–	–	28
2024 Q1	–	Hold	0	–	–	–	37
2023 Q4	–	Hold	0	–	–	–	33
2023 Q3	–	Hold	0	–	–	–	31
2023 Q2	–	Hold	0	–	–	–	29
2023 Q1	–	Hold	0	–	–	–	33
2022 Q4	–	Hold	0	–	–	–	32
2022 Q3	–	Hold	0	–	–	–	30
2022 Q2	–	Sell	-20,600	Closed	-$3.12M	–	28
2022 Q1	$3.6M	Sell	20,600 -100	-0.5%	-$16.8K	0.24%	27
2021 Q4	$3.68M	Buy	+20,700	New	+$3.27M	0.23%	27
2021 Q3	–	Sell	-33,000	Closed	-$4.52M	–	149
2021 Q2	$4.52M	Hold	33,000	–	–	0.3%	22
2021 Q1	$4.03M	Sell	33,000 -10,500	-24%	-$1.35M	0.29%	21
2020 Q4	$5.77M	Buy	43,500 +41,500	+2,075%	+$4.99M	0.44%	19
2020 Q3	$232K	Sell	2,000 -9,200	-82%	-$1M	0.02%	89
2020 Q2	$1.02M	Buy	11,200 +7,200	+180%	+$558K	0.15%	26
2020 Q1	$254K	Buy	4,000 +2,000	+100%	+$147K	0.04%	61
2019 Q4	$147K	Sell	2,000 -10,000	-83%	-$643K	0.04%	89
2019 Q3	$672K	Buy	+12,000	New	+$627K	0.18%	28

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.