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AAPL
Showing 8 of 18 quarters

Position history for HB Wealth Management, LLC's holdings in APPLE INC

HB Wealth Management, LLC holds 1.6M shares of AAPL (APPLE INC), worth $403.2M as of 2026-Q1. The position was increased (+3.1% shares). AAPL represents 2.6% of HB Wealth Management, LLC's portfolio.

Current Value

$403.2M

Current Shares

1.6M

Total Value Change

+$168M

Total Shares Change

+471,973

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.6M
+3.1%
$403.2M2.6%$263.75
55
2025-Q4
Increased
1.5M
+1.2%
$418.8M2.7%$272.82
54
2025-Q3
Increased
1.5M
+19.4%
$387.7M2.6%$253.95
63
2025-Q2
Decreased
1.3M
-16.1%
$261.6M2.1%$200.47
0
2025-Q1
Increased
1.5M
+25.3%
$337.5M2.8%$216.95
65
2024-Q4
Increased
1.2M
+3.4%
$303.8M3.1%$250.83
59
2024-Q3
Increased
1.2M
+5.0%
$273.4M2.9%$226.30
56
2024-Q2
Increased
1.1M
+6.4%
$235.2M2.7%$209.00
56

Other major holders of AAPL: VANGUARD GROUP INC, BlackRock, Inc.

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