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Hoge Financial Services’s Apple AAPL Stock Holding History

Hoge Financial Services’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 		$1.9M Buy
7,539
+354
+5% +$92.1K 1.02% 17
2025
Q4 		$1.95M Buy
7,185
+336
+5% +$90.2K 1.05% 18
2025
Q3 		$1.74M Buy
6,849
+688
+11% +$155K 1% 18
2025
Q2 		$1.27M Buy
6,161
+417
+7% +$84.2K 0.79% 18
2025
Q1 		$1.28M Buy
5,744
+294
+5% +$68.1K 0.89% 17
2024
Q4 		$1.36M Buy
5,450
+487
+10% +$115K 1% 16
2024
Q3 		$1.16M Buy
4,963
+746
+18% +$167K 0.87% 17
2024
Q2 		$888K Buy
4,217
+1,361
+48% +$254K 0.73% 18
2024
Q1 		$490K Buy
2,856
+172
+6% +$31.3K 0.4% 30
2023
Q4 		$517K Buy
+2,684
New +$496K 0.52% 24

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

Hoge Financial Services's AAPL Position: Q1 2026 in Review

Hoge Financial Services increased its Apple (AAPL) stake by 4.9% in Q1 2026, buying an estimated $92.1K and bringing the position to 7,539 shares worth $1.9M. The position accounts for 1.02% of the portfolio, ranked #17.

Hoge Financial Services first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.95M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Hoge Financial Services held 7,539 shares of Apple worth $1.9M as of Q1 2026.
  • Hoge Financial Services bought 354 Apple shares in Q1 2026, an estimated $92.1K.
  • Apple made up 1.02% of Hoge Financial Services's portfolio in Q1 2026, its #17 holding.
  • Hoge Financial Services first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Hoge Financial Services's Apple position peaked at $1.95M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.