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Hartford Funds Management’s Apple AAPL Stock Holding History

Hartford Funds Management’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 		$10.4M Sell
40,895
-948
-2% -$247K 0.9% 9
2025
Q4 		$11.4M Buy
41,843
+14,831
+55% +$3.98M 0.93% 9
2025
Q3 		$6.88M Sell
27,012
-1,728
-6% -$390K 0.59% 10
2025
Q2 		$5.9M Sell
28,740
-260
-0.9% -$52.5K 0.51% 10
2025
Q1 		$6.44M Buy
29,000
+4,381
+18% +$1.01M 0.58% 9
2024
Q4 		$6.17M Buy
24,619
+1,992
+9% +$469K 0.56% 10
2024
Q3 		$5.27M Buy
22,627
+3,366
+17% +$752K 0.49% 7
2024
Q2 		$4.06M Buy
19,261
+2,730
+17% +$509K 0.38% 8
2024
Q1 		$2.83M Buy
16,531
+1,178
+8% +$214K 0.27% 9
2023
Q4 		$2.96M Buy
15,353
+2,660
+21% +$491K 0.29% 8
2023
Q3 		$2.17M Buy
12,693
+796
+7% +$146K 0.23% 8
2023
Q2 		$2.31M Buy
11,897
+1,443
+14% +$251K 0.24% 8
2023
Q1 		$1.72M Buy
10,454
+1,349
+15% +$199K 0.17% 9
2022
Q4 		$1.18M Buy
9,105
+4,580
+101% +$655K 0.12% 10
2022
Q3 		$625K Buy
4,525
+1,231
+37% +$193K 0.08% 7
2022
Q2 		$450K Buy
3,294
+1,001
+44% +$152K 0.05% 9
2022
Q1 		$401K Buy
2,293
+606
+36% +$102K 0.04% 8
2021
Q4 		$300K Buy
+1,687
New +$267K 0.03% 7

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

Hartford Funds Management's AAPL Position: Q1 2026 in Review

Hartford Funds Management reduced its Apple (AAPL) stake by 2.3% in Q1 2026, selling an estimated $247K and leaving 40,895 shares worth $10.4M. The position accounts for 0.9% of the portfolio, ranked #9.

Hartford Funds Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.4M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Hartford Funds Management held 40,895 shares of Apple worth $10.4M as of Q1 2026.
  • Hartford Funds Management sold 948 Apple shares in Q1 2026, an estimated $247K.
  • Apple made up 0.9% of Hartford Funds Management's portfolio in Q1 2026, its #9 holding.
  • Hartford Funds Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Hartford Funds Management's Apple position peaked at $11.4M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Hartford Funds Management's 13F filing for Q1 2026, filed 4 May 2026.