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Henderson Brothers Financial Partners’s Apple AAPL Stock Holding History

Henderson Brothers Financial Partners’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 		$785K Sell
2,713
-3,323
-55% -$950K 0.37% 34
2026
Q1 		$1.53M Buy
+6,036
New +$1.57M 0.39% 32
2025
Q1 		$913K Buy
+3,357
New +$778K 0.46% 32

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

Henderson Brothers Financial Partners's AAPL Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Apple (AAPL) stake by 55% in Q2 2026, selling an estimated $950K and leaving 2,713 shares worth $785K. The position accounts for 0.37% of the portfolio, ranked #34.

Henderson Brothers Financial Partners first reported a position in AAPL in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.53M in Q1 2026. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Henderson Brothers Financial Partners held 2,713 shares of Apple worth $785K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 3,323 Apple shares in Q2 2026, an estimated $950K.
  • Apple made up 0.37% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #34 holding.
  • Henderson Brothers Financial Partners first reported a position in Apple in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's Apple position peaked at $1.53M in Q1 2026.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.