Heartland Advisors’s Apple AAPL Stock Holding History

Heartland Advisors’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	$1.05M	Buy	4,141 +528	+15%	+$137K	0.05%	214
2025 Q4	$982K	Hold	3,613	–	–	0.05%	215
2025 Q3	$920K	Buy	+3,613	New	+$816K	0.05%	208

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heartland Advisors's AAPL Position: Q1 2026 in Review

Heartland Advisors increased its Apple (AAPL) stake by 15% in Q1 2026, buying an estimated $137K and bringing the position to 4,141 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #214.

Heartland Advisors first reported a position in AAPL in Q3 2025 and has held it in 3 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Heartland Advisors held 4,141 shares of Apple worth $1.05M as of Q1 2026.
Heartland Advisors bought 528 Apple shares in Q1 2026, an estimated $137K.
Apple made up 0.05% of Heartland Advisors's portfolio in Q1 2026, its #214 holding.
Heartland Advisors first reported a position in Apple in Q3 2025 and has held it in 3 quarters since.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.