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Horizon Family Wealth’s Apple AAPL Stock Holding History

Horizon Family 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 		$1.78M Sell
7,019
-623
-8% -$162K 0.94% 27
2025
Q4 		$2.08M Sell
7,642
-10
-0.1% -$2.69K 1.11% 25
2025
Q3 		$1.95M Sell
7,652
-292
-4% -$66K 1.12% 23
2025
Q2 		$1.63M Sell
7,944
-14
-0.2% -$2.83K 0.99% 24
2025
Q1 		$1.77M Buy
7,958
+56
+0.7% +$13K 1.18% 17
2024
Q4 		$1.98M Buy
7,902
+103
+1% +$24.3K 1.31% 16
2024
Q3 		$1.82M Sell
7,799
-930
-11% -$208K 1.3% 18
2024
Q2 		$1.84M Buy
8,729
+11
+0.1% +$2.05K 1.4% 16
2024
Q1 		$1.49M Sell
8,718
-484
-5% -$88K 1.15% 18
2023
Q4 		$1.77M Buy
9,202
+57
+0.6% +$10.5K 1.49% 12
2023
Q3 		$1.57M Buy
9,145
+254
+3% +$46.6K 1.52% 12
2023
Q2 		$1.72M Buy
8,891
+43
+0.5% +$7.49K 1.65% 14
2023
Q1 		$1.46M Sell
8,848
-79
-0.9% -$11.7K 1.55% 14
2022
Q4 		$1.16M Sell
8,927
-78
-0.9% -$11.1K 1.34% 17
2022
Q3 		$1.24M Buy
9,005
+43
+0.5% +$6.75K 1.52% 19
2022
Q2 		$1.23M Sell
8,962
-24
-0.3% -$3.63K 1.42% 18
2022
Q1 		$1.57M Buy
8,986
+3,467
+63% +$583K 1.56% 15
2021
Q4 		$980K Buy
+5,519
New +$872K 1% 25

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

Horizon Family Wealth's AAPL Position: Q1 2026 in Review

Horizon Family Wealth reduced its Apple (AAPL) stake by 8.2% in Q1 2026, selling an estimated $162K and leaving 7,019 shares worth $1.78M. The position accounts for 0.94% of the portfolio, ranked #27.

Horizon Family Wealth first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.08M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Horizon Family Wealth held 7,019 shares of Apple worth $1.78M as of Q1 2026.
  • Horizon Family Wealth sold 623 Apple shares in Q1 2026, an estimated $162K.
  • Apple made up 0.94% of Horizon Family Wealth's portfolio in Q1 2026, its #27 holding.
  • Horizon Family Wealth first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Horizon Family Wealth's Apple position peaked at $2.08M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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