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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HFG Advisors's AAPL Position: Q1 2026 in Review

HFG Advisors increased its Apple (AAPL) stake by 26% in Q1 2026, buying an estimated $289K and bringing the position to 5,430 shares worth $1.38M. The position accounts for 0.97% of the portfolio, ranked #28.

HFG Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

HFG Advisors held 5,430 shares of Apple worth $1.38M as of Q1 2026.
HFG Advisors bought 1,111 Apple shares in Q1 2026, an estimated $289K.
Apple made up 0.97% of HFG Advisors's portfolio in Q1 2026, its #28 holding.
HFG Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.