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Hilltop Wealth Advisors’s Apple AAPL Stock Holding History

Hilltop 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
Q2 		$2.58M Buy
8,928
+597
+7% +$171K 1.28% 20
2026
Q1 		$2.11M Sell
8,331
-11,787
-59% -$3.07M 1.27% 20
2025
Q4 		$5.47M Buy
20,118
+488
+2% +$131K 2.75% 7
2025
Q3 		$5M Buy
19,630
+12,794
+187% +$2.89M 2.61% 8
2025
Q2 		$1.4M Sell
6,836
-612
-8% -$124K 0.79% 23
2025
Q1 		$1.65M Buy
7,448
+1,665
+29% +$386K 0.93% 24
2024
Q4 		$1.45M Buy
5,783
+182
+3% +$42.9K 0.73% 24
2024
Q3 		$1.31M Buy
5,601
+171
+3% +$38.2K 0.61% 25
2024
Q2 		$1.14M Buy
5,430
+1,430
+36% +$267K 0.57% 24
2024
Q1 		$686K Buy
+4,000
New +$727K 0.35% 31

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

Hilltop Wealth Advisors's AAPL Position: Q2 2026 in Review

Hilltop Wealth Advisors increased its Apple (AAPL) stake by 7.2% in Q2 2026, buying an estimated $171K and bringing the position to 8,928 shares worth $2.58M. The position accounts for 1.28% of the portfolio, ranked #20.

Hilltop Wealth Advisors first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.47M in Q4 2025. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Hilltop Wealth Advisors held 8,928 shares of Apple worth $2.58M as of Q2 2026.
  • Hilltop Wealth Advisors bought 597 Apple shares in Q2 2026, an estimated $171K.
  • Apple made up 1.28% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Hilltop Wealth Advisors first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • Hilltop Wealth Advisors's Apple position peaked at $5.47M in Q4 2025.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.