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HFR Wealth Management’s Apple AAPL Stock Holding History

HFR 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 		$22.3M Sell
77,226
-2,683
-3% -$767K 5.45% 2
2026
Q1 		$20.3M Sell
79,909
-1,324
-2% -$345K 4.98% 2
2025
Q4 		$22.1M Sell
81,233
-479
-0.6% -$129K 5.21% 3
2025
Q3 		$20.8M Sell
81,712
-7,862
-9% -$1.78M 4.77% 3
2025
Q2 		$18.4M Sell
89,574
-4,170
-4% -$842K 4.44% 6
2025
Q1 		$20.8M Sell
93,744
-1,419
-1% -$329K 5.07% 1
2024
Q4 		$23.8M Sell
95,163
-1,089
-1% -$257K 5.89% 1
2024
Q3 		$22.4M Sell
96,252
-40
-0% -$8.93K 5.45% 1
2024
Q2 		$20.3M Sell
96,292
-631
-0.7% -$118K 5.16% 1
2024
Q1 		$16.6M Sell
96,923
-152
-0.2% -$27.6K 4.2% 3
2023
Q4 		$18.7M Sell
97,075
-272
-0.3% -$50.2K 5.07% 1
2023
Q3 		$16.7M Sell
97,347
-2,228
-2% -$409K 4.88% 1
2023
Q2 		$19.3M Sell
99,575
-684
-0.7% -$119K 5.37% 1
2023
Q1 		$16.5M Sell
100,259
-659
-0.7% -$97.2K 4.69% 1
2022
Q4 		$13.1M Buy
100,918
+20
+0% +$2.86K 3.8% 2
2022
Q3 		$13.9M Sell
100,898
-3,135
-3% -$492K 4.55% 1
2022
Q2 		$14.2M Sell
104,033
-109
-0.1% -$16.5K 4.3% 1
2022
Q1 		$18.2M Sell
104,142
-2,006
-2% -$337K 4.81% 1
2021
Q4 		$18.8M Buy
106,148
+556
+0.5% +$87.9K 4.73% 1
2021
Q3 		$14.9M Buy
105,592
+1,730
+2% +$255K 4.35% 1
2021
Q2 		$14.2M Buy
+103,862
New +$13.5M 4.28% 1

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

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

HFR Wealth Management reduced its Apple (AAPL) stake by 3.4% in Q2 2026, selling an estimated $767K and leaving 77,226 shares worth $22.3M. The position accounts for 5.45% of the portfolio, ranked #2.

HFR Wealth Management first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. The position peaked at $23.8M in Q4 2024. 6,079 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • HFR Wealth Management held 77,226 shares of Apple worth $22.3M as of Q2 2026.
  • HFR Wealth Management sold 2,683 Apple shares in Q2 2026, an estimated $767K.
  • Apple made up 5.45% of HFR Wealth Management's portfolio in Q2 2026, its #2 holding.
  • HFR Wealth Management first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's Apple position peaked at $23.8M in Q4 2024.
  • 6,079 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.