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Horizon Advisory Services’s Apple AAPL Stock Holding History

Horizon Advisory 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
Q2 		$412K Hold
1,423
– – 0.17% 20
2026
Q1 		$361K Sell
1,423
-77
-5% -$20K 0.18% 23
2025
Q4 		$408K Sell
1,500
-432
-22% -$116K 0.21% 18
2025
Q3 		$492K Sell
1,932
-91
-4% -$20.6K 0.25% 13
2025
Q2 		$415K Hold
2,023
– – 0.22% 16
2025
Q1 		$449K Sell
2,023
-125
-6% -$29K 0.25% 10
2024
Q4 		$538K Sell
2,148
-76
-3% -$17.9K 0.31% 9
2024
Q3 		$518K Buy
2,224
+138
+7% +$30.8K 0.24% 12
2024
Q2 		$439K Sell
2,086
-155
-7% -$28.9K 0.21% 12
2024
Q1 		$384K Buy
+2,241
New +$407K 0.18% 17

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

Horizon Advisory Services's AAPL Position: Q2 2026 in Review

Horizon Advisory Services held its Apple (AAPL) position steady in Q2 2026 at 1,423 shares worth $412K. The position accounts for 0.17% of the portfolio, ranked #20.

Horizon Advisory Services first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $538K in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Horizon Advisory Services held 1,423 shares of Apple worth $412K as of Q2 2026.
  • Horizon Advisory Services left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.17% of Horizon Advisory Services's portfolio in Q2 2026, its #20 holding.
  • Horizon Advisory Services first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • Horizon Advisory Services's Apple position peaked at $538K in Q4 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Horizon Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.