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

HB Wealth Management, LLC holds 1.6M shares of AAPL (APPLE INC), worth $462.1M as of 2026-Q2. The position was increased (+0.5% shares). AAPL represents 2.6% of HB Wealth Management, LLC's portfolio.

Current Value

$462.1M

Current Shares

1.6M

Total Value Change

+$188.7M

Total Shares Change

+423,683

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+0.5%
$462.1M2.6%$289.11
54
2026-Q1
Increased
1.6M
+3.1%
$403.2M2.6%$253.34
55
2025-Q4
Increased
1.5M
+1.2%
$418.8M2.7%$271.12
54
2025-Q3
Increased
1.5M
+19.4%
$387.7M2.6%$253.69
63
2025-Q2
Decreased
1.3M
-16.1%
$261.6M2.1%$204.18
0
2025-Q1
Increased
1.5M
+25.3%
$337.5M2.8%$220.77
65
2024-Q4
Increased
1.2M
+3.4%
$303.8M3.1%$248.62
59
2024-Q3
Increased
1.2M
+5.0%
$273.4M2.9%$231.07
56

Other major holders of AAPL: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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