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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
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 $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

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

Hilltop Wealth Advisors reduced its Apple (AAPL) stake by 59% in Q1 2026, selling an estimated $3.07M and leaving 8,331 shares worth $2.11M. The position accounts for 1.27% of the portfolio, ranked #20.

Hilltop Wealth Advisors first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.47M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Hilltop Wealth Advisors held 8,331 shares of Apple worth $2.11M as of Q1 2026.
  • Hilltop Wealth Advisors sold 11,787 Apple shares in Q1 2026, an estimated $3.07M.
  • Apple made up 1.27% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Hilltop Wealth Advisors first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • Hilltop Wealth Advisors's Apple position peaked at $5.47M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.