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Horizon Financial Services’s Apple AAPL Stock Holding History

Horizon 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
Q2 		$1.83M Buy
6,321
+1,271
+25% +$364K 0.7% 30
2026
Q1 		$1.28M Buy
5,050
+953
+23% +$248K 0.57% 35
2025
Q4 		$1.11M Buy
4,097
+304
+8% +$81.6K 0.51% 34
2025
Q3 		$966K Buy
3,793
+371
+11% +$83.8K 0.46% 38
2025
Q2 		$702K Buy
3,422
+58
+2% +$11.7K 0.37% 40
2025
Q1 		$747K Sell
3,364
-238
-7% -$55.1K 0.42% 40
2024
Q4 		$902K Buy
3,602
+7
+0.2% +$1.65K 0.51% 33
2024
Q3 		$838K Sell
3,595
-250
-7% -$55.8K 0.5% 33
2024
Q2 		$810K Sell
3,845
-380
-9% -$70.9K 0.51% 32
2024
Q1 		$725K Buy
4,225
+718
+20% +$131K 0.47% 34
2023
Q4 		$675K Sell
3,507
-280
-7% -$51.7K 0.48% 37
2023
Q3 		$648K Buy
3,787
+373
+11% +$68.4K 0.52% 32
2023
Q2 		$662K Sell
3,414
-566
-14% -$98.6K 0.54% 31
2023
Q1 		$656K Buy
3,980
+1
+0% +$148 0.56% 31
2022
Q4 		$517K Buy
3,979
+56
+1% +$8K 0.45% 33
2022
Q3 		$542K Buy
3,923
+1
+0% +$157 0.48% 38
2022
Q2 		$536K Hold
3,922
– – 0.41% 36
2022
Q1 		$685K Buy
3,922
+582
+17% +$97.9K 0.44% 37
2021
Q4 		$593K Buy
3,340
+600
+22% +$94.8K 0.36% 41
2021
Q3 		$388K Hold
2,740
– – 0.26% 49
2021
Q2 		$375K Sell
2,740
-1,440
-34% -$187K 0.27% 52
2021
Q1 		$511K Buy
4,180
+300
+8% +$38.5K 0.45% 18
2020
Q4 		$515K Hold
3,880
– – 0.47% 18
2020
Q3 		$449K Buy
+3,880
New +$423K 0.44% 17

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Horizon Financial Services increased its Apple (AAPL) stake by 25% in Q2 2026, buying an estimated $364K and bringing the position to 6,321 shares worth $1.83M. The position accounts for 0.7% of the portfolio, ranked #30.

Horizon Financial Services first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Horizon Financial Services held 6,321 shares of Apple worth $1.83M as of Q2 2026.
  • Horizon Financial Services bought 1,271 Apple shares in Q2 2026, an estimated $364K.
  • Apple made up 0.7% of Horizon Financial Services's portfolio in Q2 2026, its #30 holding.
  • Horizon Financial Services first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.