HFG Wealth Management’s Apple AAPL Stock Holding History

HFG Wealth Management’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	$1.91M	Sell	6,590 -3,426	-34%	-$980K	1.92%	17
2026 Q1	$2.54M	Buy	10,016 +9	+0.1%	+$2.34K	1.4%	18
2025 Q4	$2.72M	Buy	10,007 +10	+0.1%	+$2.69K	1.5%	18
2025 Q3	$2.55M	Buy	9,997 +61	+0.6%	+$13.8K	1.38%	19
2025 Q2	$2.21M	Buy	9,936 +3	+0%	+$606	1.35%	22
2025 Q1	$2.49M	Sell	9,933 -49	-0.5%	-$11.4K	1.51%	19
2024 Q4	$2.33M	Buy	9,982 +366	+4%	+$86.3K	1.51%	21
2024 Q3	$2.03M	Hold	9,616	–	–	1.29%	21
2024 Q2	$2.03M	Buy	9,616 +12	+0.1%	+$2.24K	1.29%	21
2024 Q1	$1.65M	Sell	9,604 -86,296	-90%	-$15.7M	0.97%	20
2023 Q4	$18.5M	Buy	+95,900	New	+$17.7M	4.53%	5
2023 Q1	$17.4M	Buy	+105,340	New	+$15.5M	3.6%	6

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HFG Wealth Management's AAPL Position: Q2 2026 in Review

HFG Wealth Management reduced its Apple (AAPL) stake by 34% in Q2 2026, selling an estimated $980K and leaving 6,590 shares worth $1.91M. The position accounts for 1.92% of the portfolio, ranked #17.

HFG Wealth Management first reported a position in AAPL in Q1 2023 and has held it in 12 quarters since. The position peaked at $18.5M in Q4 2023. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

HFG Wealth Management held 6,590 shares of Apple worth $1.91M as of Q2 2026.
HFG Wealth Management sold 3,426 Apple shares in Q2 2026, an estimated $980K.
Apple made up 1.92% of HFG Wealth Management's portfolio in Q2 2026, its #17 holding.
HFG Wealth Management first reported a position in Apple in Q1 2023 and has held it in 12 quarters since.
HFG Wealth Management's Apple position peaked at $18.5M in Q4 2023.
6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.