HUB Investment Partners’s Apple AAPL Stock Holding History

HUB Investment Partners’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	$1.35M	Buy	5,300 +3,200	+152%	+$833K	0.03%	312
2025 Q4	$571K	Buy	+2,100	New	+$564K	0.01%	447
2025 Q3	–	Sell	-1,800	Closed	-$369K	–	817
2025 Q2	$369K	Buy	1,800 +900	+100%	+$182K	0.01%	458
2025 Q1	$200K	Buy	900 +300	+50%	+$69.5K	0.01%	550
2024 Q4	$64K	Sell	600 -900	-60%	-$212K	﹤0.01%	559
2024 Q3	$50.7K	Sell	1,500 -3,300	-69%	-$737K	﹤0.01%	525
2024 Q2	$1.01M	Buy	4,800 +2,200	+85%	+$410K	0.04%	189
2024 Q1	$446K	Buy	2,600 +2,500	+2,500%	+$455K	0.02%	292
2023 Q4	$19.3K	Hold	100	–	–	﹤0.01%	408
2023 Q3	$17.1K	Hold	100	–	–	﹤0.01%	264
2023 Q2	$19.4K	Hold	100	–	–	﹤0.01%	256
2023 Q1	$16.5K	Sell	100 -9,900	-99%	-$1.46M	﹤0.01%	223
2022 Q4	$1.3M	Buy	+10,000	New	+$1.43M	0.28%	54
2022 Q1	–	Sell	-13,300	Closed	-$246K	–	179
2021 Q4	$246K	Buy	+13,300	New	+$2.1M	0.06%	168

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

HUB Investment Partners's AAPL Position: Q1 2026 in Review

HUB Investment Partners increased its Apple (AAPL) stake by 4.6% in Q1 2026, buying an estimated $15.2M and bringing the position to 1,342,807 shares worth $341M. The position accounts for 8.15% of the portfolio, ranked #2.

HUB Investment Partners first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $349M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

HUB Investment Partners held 1,342,807 shares of Apple worth $341M as of Q1 2026.
HUB Investment Partners bought 58,446 Apple shares in Q1 2026, an estimated $15.2M.
Apple made up 8.15% of HUB Investment Partners's portfolio in Q1 2026, its #2 holding.
HUB Investment Partners first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
HUB Investment Partners's Apple position peaked at $349M in Q4 2025.
6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.