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Hazlett, Burt & Watson’s Apple AAPL Stock Holding History

Hazlett, Burt & Watson’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 		$16.3M Sell
64,259
-176
-0.3% -$45.8K 5.1% 1
2025
Q4 		$17.5M Buy
64,435
+1,842
+3% +$494K 5.6% 1
2025
Q3 		$15.9M Buy
62,593
+3,851
+7% +$870K 5.63% 1
2025
Q2 		$12M Buy
58,742
+4,010
+7% +$810K 4.94% 1
2025
Q1 		$12.2M Sell
54,732
-1,108
-2% -$257K 5.46% 1
2024
Q4 		$14M Buy
55,840
+3,650
+7% +$860K 6.19% 1
2024
Q3 		$12.2M Buy
52,190
+374
+0.7% +$83.5K 5.6% 1
2024
Q2 		$10.9M Buy
51,816
+253
+0.5% +$47.2K 5.62% 1
2024
Q1 		$8.84M Sell
51,563
-200
-0.4% -$36.4K 5.3% 3
2023
Q4 		$9.97M Buy
51,763
+734
+1% +$136K 6.71% 1
2023
Q3 		$8.74M Sell
51,029
-7,995
-14% -$1.47M 6.51% 1
2023
Q2 		$11.5M Sell
59,024
-90
-0.2% -$15.7K 8.54% 1
2023
Q1 		$9.75M Sell
59,114
-2,899
-5% -$428K 7.97% 1
2022
Q4 		$8.06M Sell
62,013
-770
-1% -$110K 7.08% 2
2022
Q3 		$8.68M Sell
62,783
-20
-0% -$3.14K 8.4% 1
2022
Q2 		$8.59M Sell
62,803
-495
-0.8% -$75K 7.87% 1
2022
Q1 		$11.1M Buy
+63,298
New +$10.6M 8.76% 1

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

Hazlett, Burt & Watson's AAPL Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Apple (AAPL) stake by 0.27% in Q1 2026, selling an estimated $45.8K and leaving 64,259 shares worth $16.3M. The position accounts for 5.1% of the portfolio, ranked #1.

Hazlett, Burt & Watson first reported a position in AAPL in Q1 2022 and has held it in 17 quarters since. The position peaked at $17.5M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Hazlett, Burt & Watson held 64,259 shares of Apple worth $16.3M as of Q1 2026.
  • Hazlett, Burt & Watson sold 176 Apple shares in Q1 2026, an estimated $45.8K.
  • Apple made up 5.1% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #1 holding.
  • Hazlett, Burt & Watson first reported a position in Apple in Q1 2022 and has held it in 17 quarters since.
  • Hazlett, Burt & Watson's Apple position peaked at $17.5M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.