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Alan N. Hoffman Investment Management’s Apple AAPL Stock Holding History

Alan N. Hoffman Investment Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89M Sell
307,561
-2,019
-0.7% -$578K 52.57% 1
2026
Q1 		$78.6M Sell
309,580
-27,910
-8% -$7.26M 51.82% 1
2025
Q4 		$91.8M Sell
337,490
-70,523
-17% -$18.9M 51.75% 1
2025
Q3 		$104M Sell
408,013
-1,455
-0.4% -$329K 45.35% 1
2025
Q2 		$84M Sell
409,468
-4,626
-1% -$934K 41.42% 1
2025
Q1 		$92M Sell
414,094
-3,605
-0.9% -$835K 47.45% 1
2024
Q4 		$105M Sell
417,699
-3,362
-0.8% -$792K 47.23% 1
2024
Q3 		$98.1M Sell
421,061
-1,718
-0.4% -$384K 47.24% 1
2024
Q2 		$89M Sell
422,779
-6,683
-2% -$1.25M 43.92% 1
2024
Q1 		$73.6M Sell
429,462
-15,530
-3% -$2.82M 41.32% 1
2023
Q4 		$85.7M Buy
444,992
+330
+0.1% +$60.9K 47.98% 1
2023
Q3 		$76.1M Sell
444,662
-8,387
-2% -$1.54M 49.07% 1
2023
Q2 		$87.9M Buy
453,049
+1,687
+0.4% +$294K 52.12% 1
2023
Q1 		$74.4M Sell
451,362
-134,086
-23% -$19.8M 52.72% 1
2022
Q4 		$76.1M Sell
585,448
-7,597
-1% -$1.09M 57.86% 1
2022
Q3 		$82M Buy
593,045
+319
+0.1% +$50.1K 55.67% 1
2022
Q2 		$81M Buy
592,726
+2,377
+0.4% +$360K 54.89% 1
2022
Q1 		$103M Buy
590,349
+1,676
+0.3% +$282K 53.25% 1
2021
Q4 		$105M Buy
588,673
+2,582
+0.4% +$408K 52.83% 1
2021
Q3 		$82.9M Sell
586,091
-4,767
-0.8% -$702K 48.6% 1
2021
Q2 		$80.9M Buy
590,858
+562
+0.1% +$72.8K 47.89% 1
2021
Q1 		$72.1M Sell
590,296
-4,909
-0.8% -$630K 48.25% 1
2020
Q4 		$79M Buy
+595,205
New +$71.6M 50.31% 1

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Alan N. Hoffman Investment Management's AAPL Position: Q2 2026 in Review

Alan N. Hoffman Investment Management reduced its Apple (AAPL) stake by 0.65% in Q2 2026, selling an estimated $578K and leaving 307,561 shares worth $89M. The position accounts for 52.57% of the portfolio, ranked #1.

Alan N. Hoffman Investment Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $105M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alan N. Hoffman Investment Management held 307,561 shares of Apple worth $89M as of Q2 2026.
  • Alan N. Hoffman Investment Management sold 2,019 Apple shares in Q2 2026, an estimated $578K.
  • Apple made up 52.57% of Alan N. Hoffman Investment Management's portfolio in Q2 2026, its #1 holding.
  • Alan N. Hoffman Investment Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Alan N. Hoffman Investment Management's Apple position peaked at $105M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alan N. Hoffman Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.