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
Other major holders of AAPL: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.6M |
+3.1% |
| $403.2M |
| 2.6% |
| $263.75 |
55 |
| 2025-Q4 | Increased | 1.5M | +1.2% | $418.8M | 2.7% | $272.82 | 54 |
| 2025-Q3 | Increased | 1.5M | +19.4% | $387.7M | 2.6% | $253.95 | 63 |
| 2025-Q2 | Decreased | 1.3M | -16.1% | $261.6M | 2.1% | $200.47 | 0 |
| 2025-Q1 | Increased | 1.5M | +25.3% | $337.5M | 2.8% | $216.95 | 65 |
| 2024-Q4 | Increased | 1.2M | +3.4% | $303.8M | 3.1% | $250.83 | 59 |
| 2024-Q3 | Increased | 1.2M | +5.0% | $273.4M | 2.9% | $226.30 | 56 |
| 2024-Q2 | Increased | 1.1M | +6.4% | $235.2M | 2.7% | $209.00 | 56 |