Back to AAPL
HB Wealth Management, LLC → AAPL
HB Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
12
Latest value
$1.9M
Q3 2026
Peak value
$557.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $418.8M |
| Q4 2025 | $6.1M |
| Q4 2025 | $1.3M |
| Q1 2026 | $5.7M |
| Q1 2026 | $403.2M |
| Q1 2026 | $1.8M |
| Q2 2026 | $462.1M |
| Q2 2026 | $4.5M |
| Q2 2026 | $1.7M |
| Q3 2026 | $557.5M |
| Q3 2026 | $5M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 23.6K | — | — |
| Q3 2026 | $5M | 15.1K | — | — |
| Q3 2026 | $557.5M | 1.67M | — | — |
| Q2 2026 | $1.7M | 20.4K | — | — |
| Q2 2026 | $4.5M | 15.7K | — | — |
| Q2 2026 | $462.1M | 1.60M | — | — |
| Q1 2026 | $1.8M | 21.4K | — | — |
| Q1 2026 | $403.2M | 1.59M | — | — |
| Q1 2026 | $5.7M | 22.5K | — | — |
| Q4 2025 | $1.3M | 16.6K | — | — |
| Q4 2025 | $6.1M | 22.5K | — | — |
| Q4 2025 | $418.8M | 1.54M | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B