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 Q2	$1.15M	Sell	3,989 -152	-4%	-$43.5K	0.05%	211
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 $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

Heartland Advisors's AAPL Position: Q2 2026 in Review

Heartland Advisors reduced its Apple (AAPL) stake by 3.7% in Q2 2026, selling an estimated $43.5K and leaving 3,989 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #211.

Heartland Advisors first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Heartland Advisors held 3,989 shares of Apple worth $1.15M as of Q2 2026.
Heartland Advisors sold 152 Apple shares in Q2 2026, an estimated $43.5K.
Apple made up 0.05% of Heartland Advisors's portfolio in Q2 2026, its #211 holding.
Heartland Advisors first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.