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HBW Advisory Services’s Apple AAPL Stock Holding History

HBW Advisory Services’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 		$14.5M Buy
49,943
+3,129
+7% +$895K 1.31% 14
2026
Q1 		$11.9M Sell
46,814
-975
-2% -$254K 1.25% 12
2025
Q4 		$13M Sell
47,789
-1,089
-2% -$292K 1.41% 11
2025
Q3 		$12.4M Buy
48,878
+943
+2% +$213K 1.4% 13
2025
Q2 		$9.83M Buy
47,935
+10,354
+28% +$2.09M 1.21% 15
2025
Q1 		$8.35M Sell
37,581
-4,545
-11% -$1.05M 1.19% 18
2024
Q4 		$10.5M Buy
42,126
+7,752
+23% +$1.83M 1.08% 13
2024
Q3 		$8.01M Buy
34,374
+1,876
+6% +$419K 1.17% 17
2024
Q2 		$6.84M Sell
32,498
-13,848
-30% -$2.58M 1.14% 12
2024
Q1 		$8.92M Hold
46,346
– – 1.67% 6
2023
Q4 		$8.92M Sell
46,346
-808
-2% -$149K 1.67% 6
2023
Q3 		$8.07M Sell
47,154
-5,584
-11% -$1.02M 1.69% 5
2023
Q2 		$10.2M Buy
52,738
+6,182
+13% +$1.08M 2.22% 4
2023
Q1 		$7.67M Sell
46,556
-1,826
-4% -$269K 1.91% 3
2022
Q4 		$6.29M Sell
48,382
-3
-0% -$429 1.66% 6
2022
Q3 		$6.69M Sell
48,385
-1,621
-3% -$254K 1.87% 5
2022
Q2 		$6.84M Buy
50,006
+10,171
+26% +$1.54M 1.77% 5
2022
Q1 		$6.96M Sell
39,835
-19,105
-32% -$3.21M 2.44% 4
2021
Q4 		$10.5M Sell
58,940
-340
-0.6% -$53.7K 2.43% 3
2021
Q3 		$8.39M Buy
59,280
+934
+2% +$138K 2.17% 5
2021
Q2 		$7.99M Buy
58,346
+243
+0.4% +$31.5K 2.1% 4
2021
Q1 		$7.1M Buy
58,103
+1,860
+3% +$239K 1.89% 5
2020
Q4 		$7.46M Buy
56,243
+5,946
+12% +$715K 2.27% 3
2020
Q3 		$5.83M Sell
50,297
-5,287
-10% -$577K 2.39% 2
2020
Q2 		$5.07M Buy
55,584
+3,736
+7% +$290K 2.35% 4
2020
Q1 		$3.37M Sell
51,848
-356
-0.7% -$26.2K 2.43% 7
2019
Q4 		$3.89M Buy
+52,204
New +$3.36M 2.27% 10

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

HBW Advisory Services's AAPL Position: Q2 2026 in Review

HBW Advisory Services increased its Apple (AAPL) stake by 6.7% in Q2 2026, buying an estimated $895K and bringing the position to 49,943 shares worth $14.5M. The position accounts for 1.31% of the portfolio, ranked #14.

HBW Advisory Services first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • HBW Advisory Services held 49,943 shares of Apple worth $14.5M as of Q2 2026.
  • HBW Advisory Services bought 3,129 Apple shares in Q2 2026, an estimated $895K.
  • Apple made up 1.31% of HBW Advisory Services's portfolio in Q2 2026, its #14 holding.
  • HBW Advisory Services first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.