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Houlihan Financial Resource Group’s Apple AAPL Stock Holding History

Houlihan Financial Resource Group’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 		$3.82M Sell
13,209
-597
-4% -$171K 1.36% 24
2026
Q1 		$3.5M Buy
13,806
+13
+0.1% +$3.38K 1.37% 24
2025
Q4 		$3.61M Buy
13,793
+1,597
+13% +$429K 1.37% 26
2025
Q3 		$3.11M Sell
12,196
-2,320
-16% -$524K 2.73% 9
2025
Q2 		$3.01M Buy
14,516
+760
+6% +$153K 1.25% 29
2025
Q1 		$3.06M Sell
13,756
-592
-4% -$137K 1.37% 27
2024
Q4 		$3.59M Sell
14,348
-4,276
-23% -$1.01M 1.53% 25
2024
Q3 		$4.34M Sell
18,624
-109
-0.6% -$24.3K 1.79% 20
2024
Q2 		$3.95M Buy
18,733
+5
+0% +$932 2.69% 14
2024
Q1 		$3.21M Buy
18,728
+55
+0.3% +$10K 1.44% 28
2023
Q4 		$3.6M Buy
18,673
+5
+0% +$923 1.74% 18
2023
Q3 		$3.19M Buy
+18,668
New +$3.42M 1.71% 19
2023
Q2 		– Sell
-18,856
Closed -$3.11M – 135
2023
Q1 		$3.11M Buy
18,856
+290
+2% +$42.8K 1.7% 19
2022
Q4 		$2.63M Sell
18,566
-495
-3% -$70.7K 1.52% 23
2022
Q3 		$2.7M Buy
+19,061
New +$2.99M 1.64% 23
2020
Q3 		$2.42M Buy
+20,222
New +$2.21M 1.39% 25
2020
Q1 		$1.9M Buy
29,832
+132
+0.4% +$9.71K 1.65% 20
2019
Q4 		$2.18M Buy
+29,700
New +$1.91M 1.41% 20

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

Houlihan Financial Resource Group's AAPL Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its Apple (AAPL) stake by 4.3% in Q2 2026, selling an estimated $171K and leaving 13,209 shares worth $3.82M. The position accounts for 1.36% of the portfolio, ranked #24.

Houlihan Financial Resource Group first reported a position in AAPL in Q4 2019 and has held it in 18 quarters since. The position peaked at $4.34M in Q3 2024. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Houlihan Financial Resource Group held 13,209 shares of Apple worth $3.82M as of Q2 2026.
  • Houlihan Financial Resource Group sold 597 Apple shares in Q2 2026, an estimated $171K.
  • Apple made up 1.36% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #24 holding.
  • Houlihan Financial Resource Group first reported a position in Apple in Q4 2019 and has held it in 18 quarters since.
  • Houlihan Financial Resource Group's Apple position peaked at $4.34M in Q3 2024.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.