Horizons Wealth Management’s Apple AAPL Stock Holding History

Horizons 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	$584K	Hold	2,300	–	–	0.38%	38
2025 Q4	$625K	Sell	2,300 -100	-4%	-$26.8K	0.41%	39
2025 Q3	$611K	Sell	2,400 -200	-8%	-$45.2K	0.42%	38
2025 Q2	$533K	Sell	2,600 -200	-7%	-$40.4K	0.38%	37
2025 Q1	$622K	Sell	2,800 -100	-3%	-$23.2K	0.46%	35
2024 Q4	$726K	Sell	2,900 -100	-3%	-$23.6K	0.55%	34
2024 Q3	$699K	Sell	3,000 -200	-6%	-$44.7K	0.54%	32
2024 Q2	$718K	Buy	+3,200	New	+$597K	0.57%	31
2023 Q4	–	Sell	-3,500	Closed	-$599	–	183
2023 Q3	$599	Buy	+3,500	New	+$642K	﹤0.01%	182

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Horizons Wealth Management's AAPL Position: Q1 2026 in Review

Horizons Wealth Management held its Apple (AAPL) position steady in Q1 2026 at 2,820 shares worth $716K. The position accounts for 0.47% of the portfolio, ranked #33.

Horizons Wealth Management first reported a position in AAPL in Q2 2022 and has held it in 16 quarters since. The position peaked at $884K in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Horizons Wealth Management held 2,820 shares of Apple worth $716K as of Q1 2026.
Horizons Wealth Management left its Apple share count unchanged in Q1 2026.
Apple made up 0.47% of Horizons Wealth Management's portfolio in Q1 2026, its #33 holding.
Horizons Wealth Management first reported a position in Apple in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Apple position peaked at $884K in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.