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Hillcrest Wealth Advisors’s Apple AAPL Stock Holding History

Hillcrest Wealth 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 		$383K Hold
1,511
– – 0.16% 41
2025
Q4 		$411K Sell
1,511
-2
-0.1% -$537 0.18% 38
2025
Q3 		$385K Hold
1,513
– – 0.17% 37
2025
Q2 		$310K Hold
1,513
– – 0.15% 40
2025
Q1 		$336K Hold
1,513
– – 0.17% 39
2024
Q4 		$379K Sell
1,513
-1
-0.1% -$236 0.18% 39
2024
Q3 		$353K Hold
1,514
– – 0.18% 37
2024
Q2 		$319K Sell
1,514
-263
-15% -$49K 0.17% 39
2024
Q1 		$305K Sell
1,777
-80
-4% -$14.5K 0.17% 40
2023
Q4 		$358K Hold
1,857
– – 0.2% 38
2023
Q3 		$318K Sell
1,857
-34
-2% -$6.24K 0.18% 40
2023
Q2 		$367K Sell
1,891
-115
-6% -$20K 0.22% 36
2023
Q1 		$331K Sell
2,006
-52
-3% -$7.67K 0.2% 38
2022
Q4 		$267K Sell
2,058
-63
-3% -$9K 0.16% 42
2022
Q3 		$293K Sell
2,121
-55
-3% -$8.63K 0.19% 42
2022
Q2 		$298K Buy
2,176
+5
+0.2% +$757 0.18% 40
2022
Q1 		$379K Hold
2,171
– – 0.21% 37
2021
Q4 		$386K Hold
2,171
– – 0.21% 40
2021
Q3 		$307K Hold
2,171
– – 0.18% 44
2021
Q2 		$297K Buy
2,171
+400
+23% +$51.8K 0.18% 42
2021
Q1 		$216K Sell
1,771
-11,439
-87% -$1.47M 0.13% 50
2020
Q4 		$1.75M Buy
13,210
+210
+2% +$25.3K 1.17% 21
2020
Q3 		$1.51M Sell
13,000
-636
-5% -$69.4K 1.07% 21
2020
Q2 		$1.24M Sell
13,636
-368
-3% -$28.5K 1.08% 21
2020
Q1 		$890K Buy
14,004
+428
+3% +$31.5K 0.89% 23
2019
Q4 		$997K Sell
13,576
-668
-5% -$43K 0.83% 21
2019
Q3 		$798K Buy
14,244
+44
+0.3% +$2.3K 0.69% 24
2019
Q2 		$703K Buy
14,200
+48
+0.3% +$2.34K 0.59% 24
2019
Q1 		$672K Buy
14,152
+788
+6% +$33.4K 0.59% 25
2018
Q4 		$527K Buy
+13,364
New +$648K 0.49% 30

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

Hillcrest Wealth Advisors's AAPL Position: Q1 2026 in Review

Hillcrest Wealth Advisors held its Apple (AAPL) position steady in Q1 2026 at 1,511 shares worth $383K. The position accounts for 0.16% of the portfolio, ranked #41.

Hillcrest Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.75M in Q4 2020. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Hillcrest Wealth Advisors held 1,511 shares of Apple worth $383K as of Q1 2026.
  • Hillcrest Wealth Advisors left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.16% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Hillcrest Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Hillcrest Wealth Advisors's Apple position peaked at $1.75M in Q4 2020.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.