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HFG Advisors’s Apple AAPL Stock Holding History

HFG Advisors’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 		$1.51M Sell
5,224
-206
-4% -$58.9K 0.94% 30
2026
Q1 		$1.38M Buy
5,430
+1,111
+26% +$289K 0.97% 28
2025
Q4 		$1.17M Buy
4,319
+53
+1% +$14.2K 0.85% 33
2025
Q3 		$1.09M Buy
4,266
+32
+0.8% +$7.23K 0.8% 34
2025
Q2 		$869K Sell
4,234
-175
-4% -$35.3K 0.69% 42
2025
Q1 		$979K Buy
4,409
+128
+3% +$29.7K 0.84% 35
2024
Q4 		$1.07M Buy
4,281
+161
+4% +$37.9K 0.94% 33
2024
Q3 		$960K Hold
4,120
– – 0.85% 33
2024
Q2 		$868K Hold
4,120
– – 0.81% 36
2024
Q1 		$706K Sell
4,120
-973
-19% -$177K 0.63% 45
2023
Q4 		$981K Hold
5,093
– – 0.94% 29
2023
Q3 		$872K Buy
5,093
+725
+17% +$133K 0.95% 27
2023
Q2 		$847K Sell
4,368
-168
-4% -$29.3K 0.89% 30
2023
Q1 		$748K Sell
4,536
-80
-2% -$11.8K 0.85% 34
2022
Q4 		$600K Hold
4,616
– – 0.7% 41
2022
Q3 		$638K Buy
4,616
+320
+7% +$50.2K 0.89% 35
2022
Q2 		$587K Hold
4,296
– – 0.79% 39
2022
Q1 		$750K Hold
4,296
– – 0.86% 33
2021
Q4 		$763K Buy
+4,296
New +$679K 0.86% 35

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

HFG Advisors's AAPL Position: Q2 2026 in Review

HFG Advisors reduced its Apple (AAPL) stake by 3.8% in Q2 2026, selling an estimated $58.9K and leaving 5,224 shares worth $1.51M. The position accounts for 0.94% of the portfolio, ranked #30.

HFG Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • HFG Advisors held 5,224 shares of Apple worth $1.51M as of Q2 2026.
  • HFG Advisors sold 206 Apple shares in Q2 2026, an estimated $58.9K.
  • Apple made up 0.94% of HFG Advisors's portfolio in Q2 2026, its #30 holding.
  • HFG Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.