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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
Q2 		$2.05M Buy
7,069
+50
+0.7% +$14.3K 0.93% 27
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 $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 Family Wealth's AAPL Position: Q2 2026 in Review

Horizon Family Wealth increased its Apple (AAPL) stake by 0.71% in Q2 2026, buying an estimated $14.3K and bringing the position to 7,069 shares worth $2.05M. The position accounts for 0.93% of the portfolio, ranked #27.

Horizon Family Wealth first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.08M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Horizon Family Wealth held 7,069 shares of Apple worth $2.05M as of Q2 2026.
  • Horizon Family Wealth bought 50 Apple shares in Q2 2026, an estimated $14.3K.
  • Apple made up 0.93% of Horizon Family Wealth's portfolio in Q2 2026, its #27 holding.
  • Horizon Family Wealth first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Horizon Family Wealth's Apple position peaked at $2.08M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.