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Howard Wealth Management’s Apple AAPL Stock Holding History

Howard Wealth Management’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 		$10.7M Buy
36,980
+1,515
+4% +$433K 3.96% 3
2026
Q1 		$9M Buy
35,465
+3,124
+10% +$813K 3.79% 3
2025
Q4 		$8.79M Sell
32,341
-355
-1% -$95.3K 3.84% 3
2025
Q3 		$8.33M Sell
32,696
-2,239
-6% -$506K 3.83% 3
2025
Q2 		$7.17M Sell
34,935
-314
-0.9% -$63.4K 3.62% 4
2025
Q1 		$7.83M Sell
35,249
-252
-0.7% -$58.4K 4.36% 3
2024
Q4 		$8.89M Buy
35,501
+2,242
+7% +$528K 4.81% 3
2024
Q3 		$7.75M Sell
33,259
-179
-0.5% -$40K 4.51% 4
2024
Q2 		$7.04M Sell
33,438
-895
-3% -$167K 5.55% 3
2024
Q1 		$5.89M Buy
34,333
+700
+2% +$127K 4.79% 4
2023
Q4 		$6.48M Sell
33,633
-1,460
-4% -$270K 5.41% 4
2023
Q3 		$6.01M Sell
35,093
-115
-0.3% -$21.1K 5.54% 4
2023
Q2 		$6.83M Sell
35,208
-416
-1% -$72.5K 5.92% 3
2023
Q1 		$5.87M Sell
35,624
-577
-2% -$85.1K 4.9% 4
2022
Q4 		$4.7M Sell
36,201
-668
-2% -$95.5K 3.86% 6
2022
Q3 		$5.09M Buy
36,869
+14,683
+66% +$2.3M 3.61% 5
2022
Q2 		$3.03M Sell
22,186
-11,728
-35% -$1.78M 3.21% 9
2022
Q1 		$5.92M Sell
33,914
-1,225
-3% -$206K 3.23% 7
2021
Q4 		$6.24M Sell
35,139
-1,048
-3% -$166K 3.29% 6
2021
Q3 		$5.12M Sell
36,187
-3,263
-8% -$480K 2.86% 6
2021
Q2 		$5.4M Sell
39,450
-1,175
-3% -$152K 2.97% 7
2021
Q1 		$4.96M Sell
40,625
-1,166
-3% -$150K 2.9% 7
2020
Q4 		$5.54M Sell
41,791
-1,163
-3% -$140K 3.46% 6
2020
Q3 		$4.97M Buy
42,954
+1,018
+2% +$111K 3.55% 5
2020
Q2 		$3.82M Sell
41,936
-620
-1% -$48K 3.12% 7
2020
Q1 		$2.71M Sell
42,556
-1,252
-3% -$92.1K 2.84% 11
2019
Q4 		$3.22M Buy
+43,808
New +$2.82M 2.69% 9

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Howard Wealth Management's AAPL Position: Q2 2026 in Review

Howard Wealth Management increased its Apple (AAPL) stake by 4.3% in Q2 2026, buying an estimated $433K and bringing the position to 36,980 shares worth $10.7M. The position accounts for 3.96% of the portfolio, ranked #3.

Howard Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 2,891 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Howard Wealth Management held 36,980 shares of Apple worth $10.7M as of Q2 2026.
  • Howard Wealth Management bought 1,515 Apple shares in Q2 2026, an estimated $433K.
  • Apple made up 3.96% of Howard Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Howard Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.