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Howe & Rusling’s Apple AAPL Stock Holding History

Howe & Rusling’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 		– Hold
0
– -$54.4K – 478
2025
Q4 		– Hold
0
– – – 363
2025
Q3 		– Hold
0
– – – 352
2021
Q3 		– Sell
-1,000
Closed -$137K – 970
2021
Q2 		$137K Buy
+1,000
New +$130K 0.02% 213

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

Howe & Rusling's AAPL Position: Q1 2026 in Review

Howe & Rusling reduced its Apple (AAPL) stake by 0.59% in Q1 2026, selling an estimated $257K and leaving 166,518 shares worth $42.3M. The position accounts for 2.76% of the portfolio, ranked #7.

Howe & Rusling first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $45.5M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Howe & Rusling held 166,518 shares of Apple worth $42.3M as of Q1 2026.
  • Howe & Rusling sold 988 Apple shares in Q1 2026, an estimated $257K.
  • Apple made up 2.76% of Howe & Rusling's portfolio in Q1 2026, its #7 holding.
  • Howe & Rusling first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Howe & Rusling's Apple position peaked at $45.5M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.