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HORAN Wealth’s Apple AAPL Stock Holding History

HORAN Wealth’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 		$26.4M Sell
102,417
-161
-0.2% -$41.9K 2.51% 7
2025
Q4 		$27.9M Buy
102,578
+795
+0.8% +$213K 4.28% 3
2025
Q3 		$25.9M Buy
101,783
+20,321
+25% +$4.59M 4.08% 3
2025
Q2 		$16.7M Buy
+81,462
New +$16.5M 5.12% 3

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

HORAN Wealth's AAPL Position: Q1 2026 in Review

HORAN Wealth reduced its Apple (AAPL) stake by 0.16% in Q1 2026, selling an estimated $41.9K and leaving 102,417 shares worth $26.4M. The position accounts for 2.51% of the portfolio, ranked #7.

HORAN Wealth first reported a position in AAPL in Q2 2025 and has held it in 4 quarters since. The position peaked at $27.9M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • HORAN Wealth held 102,417 shares of Apple worth $26.4M as of Q1 2026.
  • HORAN Wealth sold 161 Apple shares in Q1 2026, an estimated $41.9K.
  • Apple made up 2.51% of HORAN Wealth's portfolio in Q1 2026, its #7 holding.
  • HORAN Wealth first reported a position in Apple in Q2 2025 and has held it in 4 quarters since.
  • HORAN Wealth's Apple position peaked at $27.9M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.