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Howard Financial Services’s Apple AAPL Stock Holding History

Howard Financial Services’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 		$40.1M Buy
138,692
+1,161
+0.8% +$332K 4.01% 4
2026
Q1 		$34.9M Buy
137,531
+7,236
+6% +$1.88M 3.93% 7
2025
Q4 		$35.4M Sell
130,295
-1,958
-1% -$526K 4.14% 6
2025
Q3 		$33.7M Sell
132,253
-267
-0.2% -$60.3K 4.12% 7
2025
Q2 		$27.2M Sell
132,520
-2,452
-2% -$495K 3.57% 10
2025
Q1 		$30M Buy
134,972
+231
+0.2% +$53.5K 4.08% 7
2024
Q4 		$33.7M Buy
134,741
+1,337
+1% +$315K 4.59% 5
2024
Q3 		$31.1M Sell
133,404
-650
-0.5% -$145K 4.49% 6
2024
Q2 		$28.2M Sell
134,054
-7,664
-5% -$1.43M 4.63% 5
2024
Q1 		$24.3M Buy
141,718
+38,170
+37% +$6.94M 4.19% 5
2023
Q4 		$19.9M Buy
103,548
+21,502
+26% +$3.97M 3.84% 5
2023
Q3 		$14M Buy
82,046
+7,152
+10% +$1.31M 3.22% 8
2023
Q2 		$14.5M Sell
74,894
-198
-0.3% -$34.5K 3.47% 6
2023
Q1 		$12.4M Buy
75,092
+308
+0.4% +$45.4K 3.02% 7
2022
Q4 		$9.72M Sell
74,784
-519
-0.7% -$74.2K 2.55% 9
2022
Q3 		$10.4M Buy
75,303
+134
+0.2% +$21K 3.37% 5
2022
Q2 		$10.3M Buy
75,169
+5,044
+7% +$764K 3.49% 6
2022
Q1 		$12.2M Buy
70,125
+1,924
+3% +$324K 3.63% 7
2021
Q4 		$12.1M Sell
68,201
-450
-0.7% -$71.1K 3.63% 7
2021
Q3 		$9.71M Sell
68,651
-2,763
-4% -$407K 3.64% 5
2021
Q2 		$9.78M Sell
71,414
-448
-0.6% -$58K 3.83% 5
2021
Q1 		$8.78M Buy
71,862
+7,915
+12% +$1.02M 3.94% 5
2020
Q4 		$8.48M Buy
63,947
+5,781
+10% +$695K 4.47% 5
2020
Q3 		$6.74M Buy
58,166
+1,490
+3% +$163K 4.35% 6
2020
Q2 		$5.17M Sell
56,676
-6,492
-10% -$503K 3.67% 7
2020
Q1 		$4.02M Sell
63,168
-4,412
-7% -$324K 3.55% 6
2019
Q4 		$4.96M Buy
67,580
+1,300
+2% +$83.6K 3.05% 8
2019
Q3 		$3.71M Sell
66,280
-200
-0.3% -$10.5K 2.46% 9
2019
Q2 		$3.29M Buy
66,480
+24
+0% +$1.17K 2.25% 12
2019
Q1 		$3.16M Sell
66,456
-1,684
-2% -$71.4K 2.24% 13
2018
Q4 		$2.69M Buy
+68,140
New +$3.3M 2.06% 14

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Howard Financial Services's AAPL Position: Q2 2026 in Review

Howard Financial Services increased its Apple (AAPL) stake by 0.84% in Q2 2026, buying an estimated $332K and bringing the position to 138,692 shares worth $40.1M. The position accounts for 4.01% of the portfolio, ranked #4.

Howard Financial Services first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 2,423 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Howard Financial Services held 138,692 shares of Apple worth $40.1M as of Q2 2026.
  • Howard Financial Services bought 1,161 Apple shares in Q2 2026, an estimated $332K.
  • Apple made up 4.01% of Howard Financial Services's portfolio in Q2 2026, its #4 holding.
  • Howard Financial Services first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • 2,423 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.