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Horst & Graben Wealth Management’s Apple AAPL Stock Holding History

Horst & Graben 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
Q2 		$13.4M Sell
45,621
-344
-0.7% -$98.4K 1.77% 18
2026
Q1 		$12.3M Buy
45,965
+575
+1% +$150K 1.69% 23
2025
Q4 		$12.3M Sell
45,390
-473
-1% -$127K 1.86% 18
2025
Q3 		$11.7M Buy
45,863
+76
+0.2% +$17.2K 1.78% 19
2025
Q2 		$9.39M Buy
45,787
+728
+2% +$147K 1.56% 21
2025
Q1 		$10M Buy
45,059
+2,420
+6% +$561K 1.8% 17
2024
Q4 		$10.7M Sell
42,639
-1,448
-3% -$341K 1.9% 17
2024
Q3 		$10.3M Sell
44,087
-373
-0.8% -$83.3K 1.84% 17
2024
Q2 		$9.36M Buy
44,460
+3,365
+8% +$628K 1.79% 17
2024
Q1 		$7.05M Sell
41,095
-726
-2% -$132K 1.43% 18
2023
Q4 		$8.05M Sell
41,821
-851
-2% -$157K 1.77% 13
2023
Q3 		$7.31M Buy
42,672
+2,719
+7% +$499K 1.8% 15
2023
Q2 		$7.75M Buy
39,953
+41
+0.1% +$7.14K 1.85% 16
2023
Q1 		$6.58M Buy
39,912
+2,284
+6% +$337K 1.63% 17
2022
Q4 		$4.89M Buy
37,628
+953
+3% +$136K 1.28% 16
2022
Q3 		$5.07M Buy
36,675
+189
+0.5% +$29.7K 1.44% 17
2022
Q2 		$4.99M Buy
36,486
+1,805
+5% +$273K 1.35% 17
2022
Q1 		$6.06M Buy
34,681
+44
+0.1% +$7.4K 1.48% 16
2021
Q4 		$6.15M Sell
34,637
-1,362
-4% -$215K 1.54% 19
2021
Q3 		$5.09M Buy
35,999
+27
+0.1% +$3.98K 1.4% 19
2021
Q2 		$4.93M Buy
35,972
+826
+2% +$107K 1.38% 17
2021
Q1 		$4.29M Buy
35,146
+4,937
+16% +$634K 1.35% 19
2020
Q4 		$4.01M Sell
30,209
-26
-0.1% -$3.13K 1.38% 19
2020
Q3 		$3.5M Buy
30,235
+1,523
+5% +$166K 1.36% 18
2020
Q2 		$2.62M Buy
28,712
+1,992
+7% +$154K 1.15% 17
2020
Q1 		$1.7M Buy
+26,720
New +$1.97M 0.89% 16

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

Horst & Graben Wealth Management's AAPL Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Apple (AAPL) stake by 0.75% in Q2 2026, selling an estimated $98.4K and leaving 45,621 shares worth $13.4M. The position accounts for 1.77% of the portfolio, ranked #18.

Horst & Graben Wealth Management first reported a position in AAPL in Q1 2020 and has held it in 26 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Horst & Graben Wealth Management held 45,621 shares of Apple worth $13.4M as of Q2 2026.
  • Horst & Graben Wealth Management sold 344 Apple shares in Q2 2026, an estimated $98.4K.
  • Apple made up 1.77% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Horst & Graben Wealth Management first reported a position in Apple in Q1 2020 and has held it in 26 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.