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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Howe & Rusling's AAPL Position: Q2 2026 in Review

Howe & Rusling increased its Apple (AAPL) stake by 0.65% in Q2 2026, buying an estimated $309K and bringing the position to 167,597 shares worth $48.5M. The position accounts for 2.81% of the portfolio, ranked #7.

Howe & Rusling first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Howe & Rusling held 167,597 shares of Apple worth $48.5M as of Q2 2026.
Howe & Rusling bought 1,079 Apple shares in Q2 2026, an estimated $309K.
Apple made up 2.81% of Howe & Rusling's portfolio in Q2 2026, its #7 holding.
Howe & Rusling first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.