SEC 13F Intelligence

Hfr Wealth Management, LLC / AAPL

Hfr Wealth Management, LLC’s Apple Inc Position

Does Hfr Wealth Management, LLC own Apple Inc (AAPL)? Yes79.9K shares worth $20M (+4.98% of its 13F portfolio) as of Q1 2026, down from 81.2K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
79.9K
% of Portfolio
+4.98%
Quarters Held
20
currently held

Position History AAPL

Reported value by quarter
Q2 ’21: $14MQ2 ’21Q3 ’21: $15MQ4 ’21: $19MQ1 ’22: $18MQ1 ’22Q2 ’22: $14MQ3 ’22: $14MQ4 ’22: $13,112Q4 ’22Q1 ’23: $16,533Q2 ’23: $19,315Q3 ’23: $16,667Q3 ’23Q4 ’23: $18,690Q1 ’24: $17MQ2 ’24: $20MQ2 ’24Q3 ’24: $22MQ4 ’24: $24MQ1 ’25: $21MQ1 ’25Q2 ’25: $18MQ3 ’25: $21MQ4 ’25: $22MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202679.9K$20M+4.98%
Q4 202581.2K$22M+5.21%
Q3 202581.7K$21M+4.77%
Q2 202589.6K$18M+4.44%
Q1 202593.7K$21M+5.07%
Q4 202495.2K$24M+5.89%
Q3 202496.3K$22M+5.45%
Q2 202496.3K$20M+5.16%
Q1 202496.9K$17M+4.20%
Q4 202397.1K$18,690+5.07%
Q3 202397.3K$16,667+4.88%
Q2 202399.6K$19,315+5.37%
Q1 2023100.3K$16,533+4.69%
Q4 2022100.9K$13,112+3.80%
Q3 2022100.9K$14M+4.55%
Q2 2022104.0K$14M+4.30%
Q1 2022104.1K$18M+4.81%
Q4 2021106.1K$19M+4.73%
Q3 2021105.6K$15M+4.35%
Q2 2021103.9K$14M+4.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hfr Wealth Management, LLC’s full portfolio or all institutional holders of AAPL.