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

Heritage Wealth Management (Texas)’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 		$1.58M Buy
5,475
+1,009
+23% +$289K 0.61% 15
2026
Q1 		$1.13M Sell
4,466
-1,553
-26% -$404K 0.48% 17
2025
Q4 		$1.64M Sell
6,019
-92
-2% -$24.7K 0.71% 14
2025
Q3 		$1.56M Sell
6,111
-652
-10% -$147K 0.69% 14
2025
Q2 		$1.39M Buy
6,763
+468
+7% +$94.5K 0.69% 14
2025
Q1 		$1.4M Hold
6,295
– – 0.81% 14
2024
Q4 		$1.58M Sell
6,295
-377
-6% -$88.8K 0.93% 12
2024
Q3 		$1.55M Sell
6,672
-78
-1% -$17.4K 0.9% 14
2024
Q2 		$1.42M Buy
6,750
+589
+10% +$110K 0.89% 14
2024
Q1 		$1.06M Sell
6,161
-58
-0.9% -$10.5K 0.69% 17
2023
Q4 		$1.2M Sell
6,219
-1,530
-20% -$283K 0.84% 14
2023
Q3 		$1.33M Buy
7,749
+1,372
+22% +$252K 1.2% 11
2023
Q2 		$1.24M Buy
6,377
+1,860
+41% +$324K 1.1% 11
2023
Q1 		$745K Sell
4,517
-682
-13% -$101K 0.72% 13
2022
Q4 		$676K Buy
+5,199
New +$743K 0.69% 15

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 (Texas)'s AAPL Position: Q2 2026 in Review

Heritage Wealth Management (Texas) increased its Apple (AAPL) stake by 23% in Q2 2026, buying an estimated $289K and bringing the position to 5,475 shares worth $1.58M. The position accounts for 0.61% of the portfolio, ranked #15.

Heritage Wealth Management (Texas) first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Heritage Wealth Management (Texas) held 5,475 shares of Apple worth $1.58M as of Q2 2026.
  • Heritage Wealth Management (Texas) bought 1,009 Apple shares in Q2 2026, an estimated $289K.
  • Apple made up 0.61% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #15 holding.
  • Heritage Wealth Management (Texas) first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Heritage Wealth Management (Texas)'s Apple position peaked at $1.64M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.