HFA
AAPL icon

Hershey Financial Advisers’s Apple AAPL Stock Holding History

Hershey Financial Advisers’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 		$225K Buy
+778
New +$223K 0.16% 82
2026
Q1 		– Sell
-1,260
Closed -$343K – 81
2025
Q4 		$343K Buy
1,260
+88
+8% +$23.6K 0.29% 75
2025
Q3 		$298K Buy
+1,172
New +$265K 0.26% 72
2024
Q2 		$42.1K Buy
+200
New +$37.3K 0.04% 74

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

Hershey Financial Advisers's AAPL Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in Apple (AAPL) in Q2 2026: 778 shares worth $225K. The stake represents 0.16% of the portfolio and ranks #82 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in AAPL as recently as Q4 2025.

Hershey Financial Advisers first reported a position in AAPL in Q2 2024 and has held it in 4 quarters since. The position peaked at $343K in Q4 2025. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Hershey Financial Advisers held 778 shares of Apple worth $225K as of Q2 2026.
  • Apple was a new Hershey Financial Advisers position in Q2 2026.
  • Apple made up 0.16% of Hershey Financial Advisers's portfolio in Q2 2026, its #82 holding.
  • Hershey Financial Advisers first reported a position in Apple in Q2 2024 and has held it in 4 quarters since.
  • Hershey Financial Advisers's Apple position peaked at $343K in Q4 2025.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.