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HTG Investment Advisors’s Apple AAPL Stock Holding History

HTG Investment Advisors’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 		$5.81M Buy
22,884
+10,780
+89% +$2.81M 1.65% 18
2025
Q4 		$3.29M Sell
12,104
-132
-1% -$35.4K 1.01% 24
2025
Q3 		$3.12M Buy
12,236
+63
+0.5% +$14.2K 1.05% 23
2025
Q2 		$2.5M Sell
12,173
-631
-5% -$127K 0.93% 23
2025
Q1 		$2.84M Buy
12,804
+24
+0.2% +$5.56K 1.19% 19
2024
Q4 		$3.2M Sell
12,780
-43
-0.3% -$10.1K 1.46% 17
2024
Q3 		$2.99M Buy
12,823
+4
+0% +$893 1.41% 18
2024
Q2 		$2.7M Sell
12,819
-2
-0% -$373 1.46% 17
2024
Q1 		$2.2M Sell
12,821
-2,900
-18% -$527K 1.27% 18
2023
Q4 		$3.03M Buy
15,721
+1,283
+9% +$237K 1.98% 15
2023
Q3 		$2.47M Sell
14,438
-1,093
-7% -$200K 1.98% 15
2023
Q2 		$3.01M Sell
15,531
-1,278
-8% -$223K 2.49% 12
2023
Q1 		$2.77M Buy
16,809
+2,892
+21% +$427K 2.53% 10
2022
Q4 		$1.81M Buy
+13,917
New +$1.99M 1.83% 14

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

HTG Investment Advisors's AAPL Position: Q1 2026 in Review

HTG Investment Advisors increased its Apple (AAPL) stake by 89% in Q1 2026, buying an estimated $2.81M and bringing the position to 22,884 shares worth $5.81M. The position accounts for 1.65% of the portfolio, ranked #18.

HTG Investment Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • HTG Investment Advisors held 22,884 shares of Apple worth $5.81M as of Q1 2026.
  • HTG Investment Advisors bought 10,780 Apple shares in Q1 2026, an estimated $2.81M.
  • Apple made up 1.65% of HTG Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • HTG Investment Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.