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Harvest Investment Advisors’s Apple AAPL Stock Holding History

Harvest Investment 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
2025
Q4 		$1.01M Buy
+3,718
New +$998K 0.57% 53
2025
Q2 		$763K Buy
3,718
+1,600
+76% +$323K 0.49% 52
2025
Q1 		$470K Sell
2,118
-289
-12% -$67K 0.34% 51
2024
Q4 		$603K Sell
2,407
-1,236
-34% -$291K 0.42% 53
2024
Q3 		$849K Sell
3,643
-6,551
-64% -$1.46M 0.58% 51
2024
Q2 		$2.15M Sell
10,194
-240
-2% -$44.8K 1.58% 12
2024
Q1 		$1.79M Buy
10,434
+55
+0.5% +$10K 1.34% 21
2023
Q4 		$2M Sell
10,379
-51
-0.5% -$9.42K 1.6% 10
2023
Q3 		$1.79M Sell
10,430
-163
-2% -$29.9K 1.6% 9
2023
Q2 		$2.05M Sell
10,593
-120
-1% -$20.9K 1.76% 9
2023
Q1 		$1.77M Sell
10,713
-60
-0.6% -$8.85K 1.57% 9
2022
Q4 		$1.4M Buy
+10,773
New +$1.54M 1.31% 25

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harvest Investment Advisors's AAPL Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Apple (AAPL) in Q4 2025: 3,718 shares worth $1.01M. The stake represents 0.57% of the portfolio and ranks #53 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in AAPL as recently as Q2 2025.

Harvest Investment Advisors first reported a position in AAPL in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.15M in Q2 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Harvest Investment Advisors held 3,718 shares of Apple worth $1.01M as of Q4 2025.
  • Apple was a new Harvest Investment Advisors position in Q4 2025.
  • Apple made up 0.57% of Harvest Investment Advisors's portfolio in Q4 2025, its #53 holding.
  • Harvest Investment Advisors first reported a position in Apple in Q4 2022 and has held it in 12 quarters since.
  • Harvest Investment Advisors's Apple position peaked at $2.15M in Q2 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.