Howard Financial Services
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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
Q3 		$32.2M Buy
96,581
+3,075
+3% +$988K 3.37% 9
2026
Q2 		$27.1M Sell
93,506
-44,025
-32% -$12.6M 2.92% 11
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 		$9.7M 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 		$9.7M Sell
68,651
-2,763
-4% -$407K 3.64% 5
2021
Q2 		$9.8M 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Howard Financial Services's AAPL Position: Q3 2026 in Review

Howard Financial Services increased its Apple (AAPL) stake by 3.3% in Q3 2026, buying an estimated $988K and bringing the position to 96,581 shares worth $32.2M. The position accounts for 3.37% of the portfolio, ranked #9.

Howard Financial Services first reported a position in AAPL in Q4 2018 and has held it in 32 quarters since. The position peaked at $35.4M in Q4 2025. 2,912 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Howard Financial Services held 96,581 shares of Apple worth $32.2M as of Q3 2026.
  • Howard Financial Services bought 3,075 Apple shares in Q3 2026, an estimated $988K.
  • Apple made up 3.37% of Howard Financial Services's portfolio in Q3 2026, its #9 holding.
  • Howard Financial Services first reported a position in Apple in Q4 2018 and has held it in 32 quarters since.
  • Howard Financial Services's Apple position peaked at $35.4M in Q4 2025.
  • 2,912 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.