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	$5.38M	Hold	21,200	–	–	0.13%	142
2025 Q4	$5.76M	Buy	+21,200	New	+$5.69M	0.15%	120
2025 Q3	–	Sell	-21,400	Closed	-$4.39M	–	819
2025 Q2	$4.39M	Buy	21,400 +200	+0.9%	+$40.4K	0.15%	129
2025 Q1	$4.71M	Hold	21,200	–	–	0.19%	112
2024 Q4	$153K	Buy	+21,200	New	+$5M	0.01%	520
2024 Q3	–	Sell	-2,000	Closed	-$421K	–	552
2024 Q2	$421K	Buy	+2,000	New	+$373K	0.02%	310
2024 Q1	–	Sell	-1,000	Closed	-$193K	–	483
2023 Q4	$193K	Buy	+1,000	New	+$185K	0.01%	379

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. 6,070 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.
6,070 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.