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
2024 Q3	–	Sell	-500	Closed	-$105K	–	980
2024 Q2	$105K	Buy	+500	New	+$93.2K	﹤0.01%	876

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HB Wealth Management's AAPL Position: Q2 2026 in Review

HB Wealth Management increased its Apple (AAPL) stake by 0.51% in Q2 2026, buying an estimated $2.32M and bringing the position to 1,596,965 shares worth $462M. The position accounts for 2.59% of the portfolio, ranked #7.

HB Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

HB Wealth Management held 1,596,965 shares of Apple worth $462M as of Q2 2026.
HB Wealth Management bought 8,123 Apple shares in Q2 2026, an estimated $2.32M.
Apple made up 2.59% of HB Wealth Management's portfolio in Q2 2026, its #7 holding.
HB Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.