HIG
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Heritage Investment Group’s Apple AAPL Stock Holding History

Heritage Investment Group’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 		$5.61M Buy
19,397
+1,964
+11% +$562K 0.75% 21
2026
Q1 		$4.42M Buy
17,433
+440
+3% +$115K 0.67% 21
2025
Q4 		$4.62M Buy
16,993
+167
+1% +$44.8K 0.7% 21
2025
Q3 		$4.28M Buy
16,826
+491
+3% +$111K 0.69% 21
2025
Q2 		$3.35M Sell
16,335
-2,098
-11% -$424K 0.58% 21
2025
Q1 		$4.09M Buy
18,433
+357
+2% +$82.7K 0.77% 19
2024
Q4 		$4.53M Sell
18,076
-3,367
-16% -$794K 0.84% 19
2024
Q3 		$5M Buy
21,443
+3,905
+22% +$872K 0.95% 16
2024
Q2 		$3.69M Sell
17,538
-595
-3% -$111K 0.76% 18
2024
Q1 		$3.11M Buy
18,133
+6,126
+51% +$1.11M 0.64% 18
2023
Q4 		$2.31M Buy
12,007
+113
+1% +$20.9K 0.52% 22
2023
Q3 		$2.04M Sell
11,894
-2,223
-16% -$408K 0.56% 21
2023
Q2 		$2.74M Buy
14,117
+3,588
+34% +$625K 0.76% 16
2023
Q1 		$1.74M Buy
10,529
+159
+2% +$23.5K 0.53% 16
2022
Q4 		$1.35M Sell
10,370
-2,880
-22% -$412K 0.43% 17
2022
Q3 		$1.83M Buy
13,250
+5
+0% +$785 1.13% 13
2022
Q2 		$1.81M Sell
13,245
-316
-2% -$47.9K 1.04% 13
2022
Q1 		$2.37M Buy
13,561
+3,410
+34% +$573K 1.71% 9
2021
Q4 		$1.8M Buy
+10,151
New +$1.6M 1.42% 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 Investment Group's AAPL Position: Q2 2026 in Review

Heritage Investment Group increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $562K and bringing the position to 19,397 shares worth $5.61M. The position accounts for 0.75% of the portfolio, ranked #21.

Heritage Investment Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Heritage Investment Group held 19,397 shares of Apple worth $5.61M as of Q2 2026.
  • Heritage Investment Group bought 1,964 Apple shares in Q2 2026, an estimated $562K.
  • Apple made up 0.75% of Heritage Investment Group's portfolio in Q2 2026, its #21 holding.
  • Heritage Investment Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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