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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
Q2 		$18.5M Sell
63,834
-425
-0.7% -$122K 4.9% 1
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hazlett, Burt & Watson's AAPL Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Apple (AAPL) stake by 0.66% in Q2 2026, selling an estimated $122K and leaving 63,834 shares worth $18.5M. The position accounts for 4.9% of the portfolio, ranked #1.

Hazlett, Burt & Watson first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Hazlett, Burt & Watson held 63,834 shares of Apple worth $18.5M as of Q2 2026.
  • Hazlett, Burt & Watson sold 425 Apple shares in Q2 2026, an estimated $122K.
  • Apple made up 4.9% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #1 holding.
  • Hazlett, Burt & Watson first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.