Hb Wealth Management 13F Holdings & Latest Moves
Hb Wealth Management reported a 13F portfolio worth $15.45B as of Q1 2026. Latest 13F moves (filed Apr 27, 2026): 36 added, 7 reduced. Largest change by value: added $AAPL ($456.11M held).
- 13F value (Q1 2026)
- $15.45B
- New positions
- 0
- Added / reduced
- 36 / 7
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Added | +48.48K (+3.15%) | 1.59M | $456.11M | +3.4% | +16.3% | — | ||
| $AMZN | Added | +20.75K (+3.36%) | 638.80K | $153.66M | +4.2% | +4.1% | — | ||
| $AVGO | Added | +19.30K (+7.82%) | 266.04K | $99.92M | -0.4% | +0.9% | — | ||
| $BRKB | Added | +6.28K (+3.65%) | 178.14K | $86.96M | -0.9% | +1.5% | — | ||
| $CAT | Added | +1.48K (+3.26%) | 46.89K | $49.93M | +5.5% | +9.8% | — |
Biggest reduced and exited positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $BRKA | Reduced | -10 (-27.03%) | 27 | $19.81M | -0.8% | +1.5% | — | ||
| $ACN | Reduced | -17.71K (-13.10%) | 117.50K | $14.45M | +1.8% | -0.3% | — | ||
| $ASML | Reduced | -1.16K (-18.25%) | 5.20K | $10.27M | -3.2% | +11.5% | — | ||
| $APD | Reduced | -952 (-2.89%) | 32.04K | $9.50M | -1.3% | -5.5% | — | ||
| $ELV | Reduced | -4.57K (-18.06%) | 20.73K | $8.01M | +4.4% | +9.9% | — |
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Added | +48.48K (+3.15%) | 1.59M | $456.11M | +3.4% | +16.3% | — | ||
| $AMZN | Added | +20.75K (+3.36%) | 638.80K | $153.66M | +4.2% | +4.1% | — | ||
| $AVGO | Added | +19.30K (+7.82%) | 266.04K | $99.92M | -0.4% | +0.9% | — | ||
| $BRKB | Added | +6.28K (+3.65%) | 178.14K | $86.96M | -0.9% | +1.5% | — | ||
| $CAT | Added | +1.48K (+3.26%) | 46.89K | $49.93M | +5.5% | +9.8% | — | ||
| $AMD | Added | +6.83K (+10.52%) | 71.72K | $40.51M | +2.1% | +48.1% | — | ||
| $ABBV | Added | +6.08K (+4.50%) | 141.10K | $35.64M | +5.5% | +9.1% | — | ||
| $COST | Added | +3.23K (+11.81%) | 30.63K | $28.66M | +1.6% | +0.7% | — | ||
| $AMAT | Added | +2.82K (+8.29%) | 36.84K | $25.77M | -3.3% | +10.9% | — | ||
| $BAC | Added | +17.77K (+4.34%) | 427.64K | $24.37M | -0.8% | -2.9% | — | ||
| $DAL | Added | +20.20K (+12.87%) | 177.15K | $16.59M | +0.4% | +20.3% | — | ||
| $ABT | Added | +2.32K (+1.31%) | 179.59K | $16.32M | -5.7% | -7.7% | — | ||
| $CB | Added | +1.13K (+2.45%) | 47.45K | $16.17M | +0.2% | -1.2% | — | ||
| $C | Added | +9.27K (+10.31%) | 99.18K | $13.88M | -2.3% | -2.4% | — | ||
| $APH | Added | +9.40K (+14.23%) | 75.47K | $13.31M | -5.1% | -5.6% | — | ||
| $ETN | Added | +2.02K (+7.26%) | 29.90K | $12.74M | +1.4% | -2.2% | — | ||
| $CRH | Added | +3.44K (+3.02%) | 117.29K | $12.55M | -5.0% | -8.6% | — | ||
| $AXSM | Added | +16.14K (+47.31%) | 50.24K | $12.30M | +19.4% | +25.1% | — | ||
| $ATLC | Added | +112.41K (+1761.59%) | 118.79K | $12.15M | -4.7% | +13.4% | — | ||
| $ATLC | Added | +112.41K (+1761.59%) | 118.79K | $10.97M | -4.7% | +13.4% | — | ||
| $ADP | Added | +907 (+1.98%) | 46.67K | $10.38M | +7.1% | +10.4% | — | ||
| $CRWD | Added | +393 (+3.10%) | 13.07K | $9.71M | +3.2% | +42.0% | — | ||
| $DE | Added | +1.76K (+13.04%) | 15.23K | $9.55M | +1.9% | -6.7% | — | ||
| $DIS | Added | +10.51K (+12.49%) | 94.61K | $9.33M | -1.0% | +1.8% | — | ||
| $ALL | Added | +21.78K (+141.77%) | 37.14K | $8.96M | +2.6% | -2.5% | — | ||
| $COF | Added | +13.04K (+44.24%) | 42.53K | $8.53M | -2.2% | -2.3% | — | ||
| $BLK | Added | +523 (+6.38%) | 8.73K | $8.39M | -0.4% | +1.3% | — | ||
| $ECL | Added | +3K (+11.34%) | 29.41K | $8.19M | -4.6% | -2.0% | — | ||
| $AFL | Added | +2.60K (+4.03%) | 67.08K | $7.96M | -1.2% | +0.7% | — | ||
| $ADI | Added | +2.47K (+15.46%) | 18.48K | $7.34M | +1.1% | +6.2% | — | ||
| $AEP | Added | +1.74K (+3.47%) | 51.98K | $7.17M | -0.3% | -3.4% | — | ||
| $ANET | Added | +7.45K (+21.33%) | 42.41K | $7.16M | +0.1% | -10.5% | — | ||
| $CMI | Added | +619 (+6.77%) | 9.76K | $6.96M | -0.6% | +1.4% | — | ||
| $BKNG | Added | +1.43K (+3.94%) | 37.58K | $6.70M | -6.7% | -5.2% | Read | ||
| $COP | Added | +4.67K (+8.45%) | 59.94K | $6.59M | +2.7% | -4.7% | — | ||
| $BMY | Added | +22.87K (+26.25%) | 109.99K | $6.34M | -0.7% | -0.5% | Read |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $BRKA | Reduced | -10 (-27.03%) | 27 | $19.81M | -0.8% | +1.5% | — | ||
| $ACN | Reduced | -17.71K (-13.10%) | 117.50K | $14.45M | +1.8% | -0.3% | — | ||
| $ASML | Reduced | -1.16K (-18.25%) | 5.20K | $10.27M | -3.2% | +11.5% | — | ||
| $APD | Reduced | -952 (-2.89%) | 32.04K | $9.50M | -1.3% | -5.5% | — | ||
| $ELV | Reduced | -4.57K (-18.06%) | 20.73K | $8.01M | +4.4% | +9.9% | — | ||
| $CL | Reduced | -3.52K (-4.25%) | 79.40K | $7.28M | +1.4% | +8.5% | — | ||
| $AMT | Reduced | -2.24K (-5.61%) | 37.77K | $6.63M | +3.2% | +5.5% | — |
All tracked 13F moves by Hb Wealth Management
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $CL | Reduced | -3.52K (-4.25%) | 79.40K | $7.28M | +1.4% | +8.5% | — | ||
| $AMT | Reduced | -2.24K (-5.61%) | 37.77K | $6.63M | +3.2% | +5.5% | — | ||
| $APD | Reduced | -952 (-2.89%) | 32.04K | $9.50M | -1.3% | -5.5% | — | ||
| $ELV | Reduced | -4.57K (-18.06%) | 20.73K | $8.01M | +4.4% | +9.9% | — | ||
| $BRKA | Reduced | -10 (-27.03%) | 27 | $19.81M | -0.8% | +1.5% | — | ||
| $ASML | Reduced | -1.16K (-18.25%) | 5.20K | $10.27M | -3.2% | +11.5% | — | ||
| $ACN | Reduced | -17.71K (-13.10%) | 117.50K | $14.45M | +1.8% | -0.3% | — | ||
| $DIS | Added | +10.51K (+12.49%) | 94.61K | $9.33M | -1.0% | +1.8% | — | ||
| $ALL | Added | +21.78K (+141.77%) | 37.14K | $8.96M | +2.6% | -2.5% | — | ||
| $ECL | Added | +3K (+11.34%) | 29.41K | $8.19M | -4.6% | -2.0% | — | ||
| $ETN | Added | +2.02K (+7.26%) | 29.90K | $12.74M | +1.4% | -2.2% | — | ||
| $DAL | Added | +20.20K (+12.87%) | 177.15K | $16.59M | +0.4% | +20.3% | — | ||
| $DE | Added | +1.76K (+13.04%) | 15.23K | $9.55M | +1.9% | -6.7% | — | ||
| $CMI | Added | +619 (+6.77%) | 9.76K | $6.96M | -0.6% | +1.4% | — | ||
| $CRWD | Added | +393 (+3.10%) | 13.07K | $9.71M | +3.2% | +42.0% | — | ||
| $CRH | Added | +3.44K (+3.02%) | 117.29K | $12.55M | -5.0% | -8.6% | — | ||
| $COST | Added | +3.23K (+11.81%) | 30.63K | $28.66M | +1.6% | +0.7% | — | ||
| $COP | Added | +4.67K (+8.45%) | 59.94K | $6.59M | +2.7% | -4.7% | — | ||
| $C | Added | +9.27K (+10.31%) | 99.18K | $13.88M | -2.3% | -2.4% | — | ||
| $CB | Added | +1.13K (+2.45%) | 47.45K | $16.17M | +0.2% | -1.2% | — | ||
| $CAT | Added | +1.48K (+3.26%) | 46.89K | $49.93M | +5.5% | +9.8% | — | ||
| $COF | Added | +13.04K (+44.24%) | 42.53K | $8.53M | -2.2% | -2.3% | — | ||
| $AVGO | Added | +19.30K (+7.82%) | 266.04K | $99.92M | -0.4% | +0.9% | — | ||
| $BRKB | Added | +6.28K (+3.65%) | 178.14K | $86.96M | -0.9% | +1.5% | — | ||
| $BMY | Added | +22.87K (+26.25%) | 109.99K | $6.34M | -0.7% | -0.5% | Read | ||
| $BKNG | Added | +1.43K (+3.94%) | 37.58K | $6.70M | -6.7% | -5.2% | Read | ||
| $BLK | Added | +523 (+6.38%) | 8.73K | $8.39M | -0.4% | +1.3% | — | ||
| $BAC | Added | +17.77K (+4.34%) | 427.64K | $24.37M | -0.8% | -2.9% | — | ||
| $AXSM | Added | +16.14K (+47.31%) | 50.24K | $12.30M | +19.4% | +25.1% | — | ||
| $ADP | Added | +907 (+1.98%) | 46.67K | $10.38M | +7.1% | +10.4% | — | ||
| $ATLC | Added | +112.41K (+1761.59%) | 118.79K | $10.97M | -4.7% | +13.4% | — | ||
| $ATLC | Added | +112.41K (+1761.59%) | 118.79K | $12.15M | -4.7% | +13.4% | — | ||
| $ANET | Added | +7.45K (+21.33%) | 42.41K | $7.16M | +0.1% | -10.5% | — | ||
| $AMAT | Added | +2.82K (+8.29%) | 36.84K | $25.77M | -3.3% | +10.9% | — | ||
| $AAPL | Added | +48.48K (+3.15%) | 1.59M | $456.11M | +3.4% | +16.3% | — | ||
| $ADI | Added | +2.47K (+15.46%) | 18.48K | $7.34M | +1.1% | +6.2% | — | ||
| $APH | Added | +9.40K (+14.23%) | 75.47K | $13.31M | -5.1% | -5.6% | — | ||
| $AEP | Added | +1.74K (+3.47%) | 51.98K | $7.17M | -0.3% | -3.4% | — | ||
| $AMZN | Added | +20.75K (+3.36%) | 638.80K | $153.66M | +4.2% | +4.1% | — | ||
| $AFL | Added | +2.60K (+4.03%) | 67.08K | $7.96M | -1.2% | +0.7% | — | ||
| $AMD | Added | +6.83K (+10.52%) | 71.72K | $40.51M | +2.1% | +48.1% | — | ||
| $ABBV | Added | +6.08K (+4.50%) | 141.10K | $35.64M | +5.5% | +9.1% | — | ||
| $ABT | Added | +2.32K (+1.31%) | 179.59K | $16.32M | -5.7% | -7.7% | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Hb Wealth Management holds or traded
Frequently asked questions
What did Hb Wealth Management buy and sell in its latest 13F?
It opened or added to $AAPL, $AMZN, $AVGO, $BRKB and $CAT; it cut or exited $BRKA, $ACN, $ASML, $APD and $ELV.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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