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	–	Hold	0	–	–	–	37

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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. 6,074 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.
6,074 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.