Position in AAPL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$403,232,211
-$15,530,874 QoQ
Shares Held
1,588,842
+3.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
7.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Derivatives in AAPL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$5,710,275
PutShares
22,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Consumer Electronics
Technology · as of Mar 31, 2026HB Wealth Management, LLC holds $404,222,610 across 3 Consumer Electronics names. AAPL ranks #1 (99.8% of the industry book) .
All Filings in AAPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $403,232,211 | 1,588,842 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $5,710,275 | 22,500 | Put | Sole | 2026-04-27 | |
| 2025-12-31 | $418,763,085 | 1,540,363 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $6,116,850 | 22,500 | Put | Sole | 2026-01-28 | |
| 2025-09-30 | $387,728,920 | 1,522,715 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $5,729,175 | 22,500 | Put | Sole | 2025-10-23 | |
| 2025-06-30 | $4,657,359 | 22,700 | Put | Sole | 2025-07-17 | |
| 2025-06-30 | $261,648,992 | 1,275,279 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $337,521,203 | 1,519,476 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $5,042,351 | 22,700 | Put | Sole | 2025-05-07 | |
| 2024-12-31 | $303,796,772 | 1,213,149 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $273,374,706 | 1,173,282 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $235,234,948 | 1,116,869 | Shares | Sole | 2024-07-26 | |
| 2024-06-30 | $105,310 | 500 | Call | Sole | 2024-07-26 | |
| 2024-03-31 | $179,967,574 | 1,049,496 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $178,022,671 | 924,649 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $155,229,943 | 906,664 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $163,739,969 | 844,151 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $139,571,360 | 846,400 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $107,553,715 | 827,782 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $97,332,187 | 704,285 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $92,174,983 | 674,188 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $100,291,269 | 574,373 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $86,700,150 | 488,259 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||