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Heritage Wealth Management (Ohio)’s Apple AAPL Stock Holding History

Heritage Wealth Management (Ohio)’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 		$19M Sell
65,777
-1,527
-2% -$437K 4.75% 1
2026
Q1 		$17.1M Sell
67,304
-835
-1% -$217K 8.46% 1
2025
Q4 		$18.5M Sell
68,139
-2,824
-4% -$758K 5.15% 2
2025
Q3 		$18.1M Sell
70,963
-1,538
-2% -$347K 5.3% 3
2025
Q2 		$14.9M Sell
72,501
-1,312
-2% -$265K 4.81% 3
2025
Q1 		$16.4M Sell
73,813
-2,749
-4% -$637K 5.58% 2
2024
Q4 		$19.2M Sell
76,562
-1,505
-2% -$355K 6.37% 2
2024
Q3 		$18.2M Sell
78,067
-4,584
-6% -$1.02M 5.96% 2
2024
Q2 		$18.7M Buy
+82,651
New +$15.4M 6.27% 3

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 Wealth Management (Ohio)'s AAPL Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Apple (AAPL) stake by 2.3% in Q2 2026, selling an estimated $437K and leaving 65,777 shares worth $19M. The position accounts for 4.75% of the portfolio, ranked #1.

Heritage Wealth Management (Ohio) first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.2M in Q4 2024. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 65,777 shares of Apple worth $19M as of Q2 2026.
  • Heritage Wealth Management (Ohio) sold 1,527 Apple shares in Q2 2026, an estimated $437K.
  • Apple made up 4.75% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #1 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • Heritage Wealth Management (Ohio)'s Apple position peaked at $19.2M in Q4 2024.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.