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Hartmann Taylor Wealth Management’s Apple AAPL Stock Holding History

Hartmann Taylor Wealth 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 		$2.85M Buy
11,244
+3
+0% +$781 1.89% 14
2025
Q4 		$3.06M Sell
11,241
-38
-0.3% -$10.2K 2.06% 14
2025
Q3 		$2.87M Buy
11,279
+107
+1% +$24.2K 2.06% 14
2025
Q2 		$2.29M Buy
11,172
+1,446
+15% +$292K 1.91% 15
2025
Q1 		$2.16M Buy
+9,726
New +$2.25M 1.94% 17

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

Hartmann Taylor Wealth Management's AAPL Position: Q1 2026 in Review

Hartmann Taylor Wealth Management increased its Apple (AAPL) stake by 0.03% in Q1 2026, buying an estimated $781 and bringing the position to 11,244 shares worth $2.85M. The position accounts for 1.89% of the portfolio, ranked #14.

Hartmann Taylor Wealth Management first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.06M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Hartmann Taylor Wealth Management held 11,244 shares of Apple worth $2.85M as of Q1 2026.
  • Hartmann Taylor Wealth Management bought 3 Apple shares in Q1 2026, an estimated $781.
  • Apple made up 1.89% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Hartmann Taylor Wealth Management first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • Hartmann Taylor Wealth Management's Apple position peaked at $3.06M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.