Horizon Investments’s Apple AAPL Stock Holding History

Horizon Investments’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	$220M	Buy	866,987 +256,433	+42%	+$66.7M	2.46%	5
2025 Q4	$166M	Buy	610,554 +79,741	+15%	+$21.4M	2.1%	9
2025 Q3	$135M	Buy	530,813 +68,796	+15%	+$15.5M	1.77%	11
2025 Q2	$94.7M	Buy	462,017 +364,053	+372%	+$73.5M	1.5%	11
2025 Q1	$21.7M	Buy	97,964 +3,293	+3%	+$763K	0.65%	24
2024 Q4	$23.7M	Buy	94,671 +33,757	+55%	+$7.96M	0.68%	23
2024 Q3	$14.2M	Buy	60,914 +3,459	+6%	+$772K	0.38%	32
2024 Q2	$12.1M	Sell	57,455 -42,479	-43%	-$7.92M	0.33%	41
2024 Q1	$17.1M	Buy	99,934 +697	+0.7%	+$127K	0.45%	34
2023 Q4	$19.1M	Sell	99,237 -105,945	-52%	-$19.6M	0.53%	30
2023 Q3	$35.1M	Sell	205,182 -3,126	-2%	-$573K	1.07%	15
2023 Q2	$40.4M	Buy	208,308 +5,777	+3%	+$1.01M	1.16%	17
2023 Q1	$33.4M	Sell	202,531 -25,795	-11%	-$3.81M	0.99%	22
2022 Q4	$29.6M	Sell	228,326 -30,691	-12%	-$4.39M	0.83%	26
2022 Q3	$35.7M	Buy	259,017 +74,113	+40%	+$11.6M	1.1%	23
2022 Q2	$25.2M	Buy	184,904 +168,367	+1,018%	+$25.5M	0.8%	23
2022 Q1	$2.88M	Sell	16,537 -683	-4%	-$115K	0.08%	116
2021 Q4	$3.05M	Sell	17,220 -183,337	-91%	-$29M	0.09%	108
2021 Q3	$28.3M	Buy	200,557 +165,647	+474%	+$24.4M	0.74%	28
2021 Q2	$4.77M	Buy	34,910 +18,102	+108%	+$2.35M	0.14%	75
2021 Q1	$2.05M	Buy	+16,808	New	+$2.16M	0.08%	114
2020 Q4	–	Sell	-23,354	Closed	-$2.7M	–	94
2020 Q3	$2.7M	Buy	23,354 +12,754	+120%	+$1.39M	0.1%	101
2020 Q2	$965K	Buy	10,600 +2,416	+30%	+$187K	0.02%	249
2020 Q1	$519K	Buy	8,184 +1,428	+21%	+$105K	0.03%	179
2019 Q4	$496K	Buy	6,756 +1,020	+18%	+$65.6K	0.02%	294
2019 Q3	$320K	Buy	5,736 +1,600	+39%	+$83.7K	0.01%	227
2019 Q2	$205K	Sell	4,136 -66,780	-94%	-$3.25M	0.01%	536
2019 Q1	$3.35M	Buy	+70,916	New	+$3.01M	0.12%	76
2018 Q4	–	Sell	-44,156	Closed	-$2.48M	–	205
2018 Q3	$2.48M	Buy	+44,156	New	+$2.3M	0.08%	69
2018 Q2	–	Sell	-14,560	Closed	-$611K	–	237
2018 Q1	$611K	Buy	+14,560	New	+$627K	0.03%	147
2017 Q2	–	Sell	-24,316	Closed	-$873K	–	157
2017 Q1	$873K	Sell	24,316 -41,320	-63%	-$1.36M	0.06%	76
2016 Q4	$1.9M	Sell	65,636 -4,120	-6%	-$117K	0.13%	37
2016 Q3	$1.97M	Sell	69,756 -98,736	-59%	-$2.61M	0.14%	40
2016 Q2	$4.03M	Buy	168,492 +40,036	+31%	+$995K	0.3%	31
2016 Q1	$3.5M	Buy	128,456 +101,236	+372%	+$2.52M	0.28%	31
2015 Q4	$716K	Buy	+27,220	New	+$778K	0.06%	51

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Horizon Investments's AAPL Position: Q1 2026 in Review

Horizon Investments increased its Apple (AAPL) stake by 42% in Q1 2026, buying an estimated $66.7M and bringing the position to 866,987 shares worth $220M. The position accounts for 2.46% of the portfolio, ranked #5.

Horizon Investments first reported a position in AAPL in Q4 2015 and has held it in 36 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Horizon Investments held 866,987 shares of Apple worth $220M as of Q1 2026.
Horizon Investments bought 256,433 Apple shares in Q1 2026, an estimated $66.7M.
Apple made up 2.46% of Horizon Investments's portfolio in Q1 2026, its #5 holding.
Horizon Investments first reported a position in Apple in Q4 2015 and has held it in 36 quarters since.
6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.