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Hurlow Wealth Management Group’s Apple AAPL Stock Holding History

Hurlow Wealth Management Group’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 		$4.3M Sell
16,955
-120
-0.7% -$31.2K 1.02% 22
2025
Q4 		$4.64M Sell
17,075
-2,031
-11% -$545K 1.14% 21
2025
Q3 		$4.87M Buy
19,106
+10
+0.1% +$2.26K 1.26% 20
2025
Q2 		$3.92M Sell
19,096
-22
-0.1% -$4.44K 1.11% 23
2025
Q1 		$4.25M Sell
19,118
-135
-0.7% -$31.3K 1.33% 21
2024
Q4 		$4.82M Sell
19,253
-130
-0.7% -$30.6K 1.51% 19
2024
Q3 		$4.52M Sell
19,383
-235
-1% -$52.5K 1.41% 20
2024
Q2 		$4.13M Buy
19,618
+300
+2% +$55.9K 1.42% 19
2024
Q1 		$3.31M Sell
19,318
-14
-0.1% -$2.55K 1.17% 20
2023
Q4 		$3.72M Sell
19,332
-19
-0.1% -$3.51K 1.41% 18
2023
Q3 		$3.31M Buy
19,351
+1,441
+8% +$264K 1.44% 18
2023
Q2 		$3.47M Sell
17,910
-152
-0.8% -$26.5K 1.48% 18
2023
Q1 		$2.98M Buy
18,062
+34
+0.2% +$5.02K 1.38% 18
2022
Q4 		$2.34M Buy
18,028
+729
+4% +$104K 1.22% 20
2022
Q3 		$2.39M Hold
17,299
– – 1.39% 19
2022
Q2 		$2.37M Sell
17,299
-18
-0.1% -$2.73K 1.36% 16
2022
Q1 		$3.02M Sell
17,317
-1,427
-8% -$240K 1.85% 13
2021
Q4 		$2.47M Sell
18,744
-331
-2% -$52.3K 1.94% 12
2021
Q3 		$2.7M Buy
19,075
+36
+0.2% +$5.3K 1.6% 14
2021
Q2 		$2.61M Sell
19,039
-56
-0.3% -$7.26K 1.72% 14
2021
Q1 		$2.33M Buy
19,095
+941
+5% +$121K 1.68% 14
2020
Q4 		$2.41M Sell
18,154
-1,259
-6% -$151K 1.89% 13
2020
Q3 		$2.25M Sell
19,413
-27
-0.1% -$2.95K 2.06% 13
2020
Q2 		$1.86M Buy
19,440
+48
+0.2% +$3.72K 1.79% 13
2020
Q1 		$1.38M Sell
19,392
-3,052
-14% -$224K 1.48% 14
2019
Q4 		$1.75M Sell
22,444
-1,040
-4% -$66.9K 1.71% 14
2019
Q3 		$1.39M Sell
23,484
-2,416
-9% -$126K 1.47% 15
2019
Q2 		$1.32M Hold
25,900
– – 1.39% 18
2019
Q1 		$1.3M Buy
25,900
+2,424
+10% +$103K 1.39% 18
2018
Q4 		$917K Buy
+23,476
New +$1.14M 1.11% 19

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

Hurlow Wealth Management Group's AAPL Position: Q1 2026 in Review

Hurlow Wealth Management Group reduced its Apple (AAPL) stake by 0.7% in Q1 2026, selling an estimated $31.2K and leaving 16,955 shares worth $4.3M. The position accounts for 1.02% of the portfolio, ranked #22.

Hurlow Wealth Management Group first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.87M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Hurlow Wealth Management Group held 16,955 shares of Apple worth $4.3M as of Q1 2026.
  • Hurlow Wealth Management Group sold 120 Apple shares in Q1 2026, an estimated $31.2K.
  • Apple made up 1.02% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #22 holding.
  • Hurlow Wealth Management Group first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's Apple position peaked at $4.87M in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.