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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
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 $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

Houlihan Financial Resource Group's AAPL Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its Apple (AAPL) stake by 0.09% in Q1 2026, buying an estimated $3.38K and bringing the position to 13,806 shares worth $3.5M. The position accounts for 1.37% of the portfolio, ranked #24.

Houlihan Financial Resource Group first reported a position in AAPL in Q4 2019 and has held it in 17 quarters since. The position peaked at $4.34M in Q3 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Houlihan Financial Resource Group held 13,806 shares of Apple worth $3.5M as of Q1 2026.
  • Houlihan Financial Resource Group bought 13 Apple shares in Q1 2026, an estimated $3.38K.
  • Apple made up 1.37% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #24 holding.
  • Houlihan Financial Resource Group first reported a position in Apple in Q4 2019 and has held it in 17 quarters since.
  • Houlihan Financial Resource Group's Apple position peaked at $4.34M in Q3 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.