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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hershey Financial Advisers's AAPL Position: Q1 2026 in Review

Hershey Financial Advisers sold out of Apple (AAPL) in Q1 2026, closing a stake of 1,260 shares — an estimated $343K sold.

Hershey Financial Advisers first reported a position in AAPL in Q2 2024 and held it in 3 quarters. The position peaked at $343K in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Hershey Financial Advisers reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 1,260 Apple shares in Q1 2026, an estimated $343K.
  • Hershey Financial Advisers first reported a position in Apple in Q2 2024 and held it in 3 quarters.
  • Hershey Financial Advisers's Apple position peaked at $343K in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.