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Henson-Edgewater Management’s Apple AAPL Stock Holding History

Henson-Edgewater Management’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 		$24.7M Sell
81,809
-2,203
-3% -$630K 12.88% 1
2026
Q1 		$21.3M Sell
84,012
-1,231
-1% -$320K 13.56% 1
2025
Q4 		$23.2M Buy
+85,243
New +$22.9M 13.69% 1

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

Henson-Edgewater Management's AAPL Position: Q2 2026 in Review

Henson-Edgewater Management reduced its Apple (AAPL) stake by 2.6% in Q2 2026, selling an estimated $630K and leaving 81,809 shares worth $24.7M. The position accounts for 12.88% of the portfolio, ranked #1.

Henson-Edgewater Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Henson-Edgewater Management held 81,809 shares of Apple worth $24.7M as of Q2 2026.
  • Henson-Edgewater Management sold 2,203 Apple shares in Q2 2026, an estimated $630K.
  • Apple made up 12.88% of Henson-Edgewater Management's portfolio in Q2 2026, its #1 holding.
  • Henson-Edgewater Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.