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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
Q2 		$4.54M Sell
15,700
-6,800
-30% -$1.95M 0.03% 295
2026
Q1 		$5.71M Hold
22,500
– – 0.04% 240
2025
Q4 		$6.12M Hold
22,500
– – 0.04% 229
2025
Q3 		$5.73M Sell
22,500
-200
-0.9% -$45.2K 0.04% 236
2025
Q2 		$4.66M Hold
22,700
– – 0.04% 239
2025
Q1 		$5.04M Buy
+22,700
New +$5.26M 0.04% 230

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

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.