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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
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

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

HB Wealth Management's AAPL Position: Q1 2026 in Review

HB Wealth Management increased its Apple (AAPL) stake by 3.1% in Q1 2026, buying an estimated $12.6M and bringing the position to 1,588,842 shares worth $403M. The position accounts for 2.61% of the portfolio, ranked #7.

HB Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $419M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • HB Wealth Management held 1,588,842 shares of Apple worth $403M as of Q1 2026.
  • HB Wealth Management bought 48,479 Apple shares in Q1 2026, an estimated $12.6M.
  • Apple made up 2.61% of HB Wealth Management's portfolio in Q1 2026, its #7 holding.
  • HB Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Apple position peaked at $419M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.