HB Wealth Management
AAPL icon

HB Wealth Management’s Apple AAPL Stock Holding History

HB 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
Q3 		$558M Buy
1,674,087
+77,122
+5% +$24.8M 2.86% 6
2026
Q2 		$462M Buy
1,596,965
+8,123
+0.5% +$2.32M 2.59% 7
2026
Q1 		$403M Buy
1,588,842
+48,479
+3% +$12.6M 2.61% 7
2025
Q4 		$419M Buy
1,540,363
+17,648
+1% +$4.74M 2.71% 8
2025
Q3 		$388M Buy
1,522,715
+247,436
+19% +$55.9M 2.63% 8
2025
Q2 		$262M Sell
1,275,279
-244,197
-16% -$49.3M 2.08% 8
2025
Q1 		$338M Buy
1,519,476
+306,327
+25% +$71M 2.83% 7
2024
Q4 		$304M Buy
1,213,149
+39,867
+3% +$9.4M 3.1% 7
2024
Q3 		$273M Buy
1,173,282
+56,413
+5% +$12.6M 2.93% 8
2024
Q2 		$235M Buy
1,116,869
+67,373
+6% +$12.6M 2.74% 7
2024
Q1 		$180M Buy
1,049,496
+124,847
+14% +$22.7M 2.26% 9
2023
Q4 		$178M Buy
924,649
+17,985
+2% +$3.32M 2.56% 9
2023
Q3 		$155M Buy
906,664
+62,513
+7% +$11.5M 2.51% 9
2023
Q2 		$164M Sell
844,151
-2,249
-0.3% -$392K 2.61% 9
2023
Q1 		$140M Buy
846,400
+18,618
+2% +$2.75M 2.42% 9
2022
Q4 		$108M Buy
827,782
+123,497
+18% +$17.6M 1.96% 12
2022
Q3 		$97.3M Buy
704,285
+30,097
+4% +$4.72M 2.07% 9
2022
Q2 		$92.2M Buy
674,188
+99,815
+17% +$15.1M 1.89% 10
2022
Q1 		$100M Buy
574,373
+86,114
+18% +$14.5M 1.86% 9
2021
Q4 		$86.7M Buy
+488,259
New +$77.2M 1.74% 10

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

HB Wealth Management's AAPL Position: Q3 2026 in Review

HB Wealth Management increased its Apple (AAPL) stake by 4.8% in Q3 2026, buying an estimated $24.8M and bringing the position to 1,674,087 shares worth $558M. The position accounts for 2.86% of the portfolio, ranked #6.

HB Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • HB Wealth Management held 1,674,087 shares of Apple worth $558M as of Q3 2026.
  • HB Wealth Management bought 77,122 Apple shares in Q3 2026, an estimated $24.8M.
  • Apple made up 2.86% of HB Wealth Management's portfolio in Q3 2026, its #6 holding.
  • HB Wealth Management first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.