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Heritage Family Offices’s Apple AAPL Stock Holding History

Heritage Family Offices’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 		$6.99M Buy
24,145
+2,203
+10% +$630K 2.7% 7
2026
Q1 		$5.57M Buy
21,942
+5,327
+32% +$1.39M 2.47% 9
2025
Q4 		$4.52M Sell
16,615
-404
-2% -$108K 2.05% 7
2025
Q3 		$4.33M Sell
17,019
-1,456
-8% -$329K 2.02% 9
2025
Q2 		$4.03M Hold
18,475
– – 2.04% 8
2025
Q1 		$4.1M Buy
18,475
+908
+5% +$210K 2.1% 8
2024
Q4 		$4.4M Buy
17,567
+2,483
+16% +$585K 2.2% 8
2024
Q3 		$3.51M Sell
15,084
-730
-5% -$163K 1.81% 10
2024
Q2 		$3.33M Buy
+15,814
New +$2.95M 1.85% 10

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

Heritage Family Offices's AAPL Position: Q2 2026 in Review

Heritage Family Offices increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $630K and bringing the position to 24,145 shares worth $6.99M. The position accounts for 2.7% of the portfolio, ranked #7.

Heritage Family Offices first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Heritage Family Offices held 24,145 shares of Apple worth $6.99M as of Q2 2026.
  • Heritage Family Offices bought 2,203 Apple shares in Q2 2026, an estimated $630K.
  • Apple made up 2.7% of Heritage Family Offices's portfolio in Q2 2026, its #7 holding.
  • Heritage Family Offices first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.