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Horizon Wealth Management’s Apple AAPL Stock Holding History

Horizon Wealth Management’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 		$12.6M Sell
49,689
-678
-1% -$176K 1.85% 23
2025
Q4 		$13.7M Sell
50,367
-87
-0.2% -$23.4K 2.13% 16
2025
Q3 		$12.8M Sell
50,454
-1,436
-3% -$324K 1.89% 16
2025
Q2 		$10.6M Sell
51,890
-3,225
-6% -$651K 1.87% 15
2025
Q1 		$12.2M Sell
55,115
-324
-0.6% -$75.1K 2.06% 16
2024
Q4 		$13.9M Buy
55,439
+914
+2% +$215K 2.42% 13
2024
Q3 		$12.7M Sell
54,525
-2,941
-5% -$657K 2.54% 14
2024
Q2 		$12.1M Sell
57,466
-9,239
-14% -$1.72M 2.88% 12
2024
Q1 		$11.4M Sell
66,705
-82
-0.1% -$14.9K 2.98% 10
2023
Q4 		$12.9M Buy
66,787
+1,591
+2% +$294K 3.58% 9
2023
Q3 		$11.2M Buy
65,196
+2,962
+5% +$543K 4.48% 6
2023
Q2 		$12.1M Buy
62,234
+367
+0.6% +$64K 4.76% 9
2023
Q1 		$10.2M Buy
61,867
+4,887
+9% +$721K 7.65% 4
2022
Q4 		$7.4M Sell
56,980
-63,956
-53% -$9.14M 6.03% 6
2022
Q3 		$16.7M Sell
120,936
-4,722
-4% -$741K 12.25% 1
2022
Q2 		$17.2M Buy
125,658
+35,817
+40% +$5.42M 7.12% 2
2022
Q1 		$15.7M Buy
89,841
+24,646
+38% +$4.14M 4.87% 5
2021
Q4 		$11.6M Buy
+65,195
New +$10.3M 3.37% 10

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 Wealth Management's AAPL Position: Q1 2026 in Review

Horizon Wealth Management reduced its Apple (AAPL) stake by 1.3% in Q1 2026, selling an estimated $176K and leaving 49,689 shares worth $12.6M. The position accounts for 1.85% of the portfolio, ranked #23.

Horizon Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.2M in Q2 2022. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Horizon Wealth Management held 49,689 shares of Apple worth $12.6M as of Q1 2026.
  • Horizon Wealth Management sold 678 Apple shares in Q1 2026, an estimated $176K.
  • Apple made up 1.85% of Horizon Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Horizon Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's Apple position peaked at $17.2M in Q2 2022.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.