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Heartland Bank & Trust’s Apple AAPL Stock Holding History

Heartland Bank & Trust’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 		$20.1M Buy
79,289
+12,583
+19% +$3.27M 4.55% 4
2025
Q4 		$18.1M Sell
66,706
-2,216
-3% -$595K 7.68% 2
2025
Q3 		$17.5M Buy
68,922
+10,023
+17% +$2.26M 7.25% 2
2025
Q2 		$12.1M Sell
58,899
-3,945
-6% -$797K 5.66% 3
2025
Q1 		$14M Buy
62,844
+10,736
+21% +$2.49M 7.17% 2
2024
Q4 		$13M Buy
52,108
+1,089
+2% +$257K 7.09% 2
2024
Q3 		$11.9M Buy
51,019
+218
+0.4% +$48.7K 6.41% 3
2024
Q2 		$10.7M Buy
50,801
+4,069
+9% +$759K 6.07% 3
2024
Q1 		$8.01M Sell
46,732
-3,210
-6% -$584K 4.66% 4
2023
Q4 		$9.62M Sell
49,942
-3,224
-6% -$595K 6.62% 3
2023
Q3 		$9.1M Sell
53,166
-108
-0.2% -$19.8K 7.18% 1
2023
Q2 		$10.3M Sell
53,274
-4,023
-7% -$701K 8.08% 1
2023
Q1 		$9.45M Buy
57,297
+448
+0.8% +$66.1K 7.14% 1
2022
Q4 		$7.39M Sell
56,849
-2,086
-4% -$298K 5.45% 2
2022
Q3 		$8.14M Sell
58,935
-1,976
-3% -$310K 7.79% 1
2022
Q2 		$8.33M Buy
60,911
+1,633
+3% +$247K 7.38% 1
2022
Q1 		$10.4M Buy
59,278
+4,629
+8% +$778K 7.84% 1
2021
Q4 		$9.7M Buy
54,649
+1,328
+2% +$210K 7.19% 1
2021
Q3 		$7.54M Buy
53,321
+776
+1% +$114K 6.5% 2
2021
Q2 		$7.2M Sell
52,545
-6,892
-12% -$893K 6.63% 1
2021
Q1 		$7.26M Sell
59,437
-6,901
-10% -$886K 6.64% 1
2020
Q4 		$8.8M Buy
+66,338
New +$7.98M 7.82% 1

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heartland Bank & Trust's AAPL Position: Q1 2026 in Review

Heartland Bank & Trust increased its Apple (AAPL) stake by 19% in Q1 2026, buying an estimated $3.27M and bringing the position to 79,289 shares worth $20.1M. The position accounts for 4.55% of the portfolio, ranked #4.

Heartland Bank & Trust first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Heartland Bank & Trust held 79,289 shares of Apple worth $20.1M as of Q1 2026.
  • Heartland Bank & Trust bought 12,583 Apple shares in Q1 2026, an estimated $3.27M.
  • Apple made up 4.55% of Heartland Bank & Trust's portfolio in Q1 2026, its #4 holding.
  • Heartland Bank & Trust first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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