Howard Financial Services’s Apple AAPL Stock Holding History
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
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. 6,132 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.
- 6,132 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.