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H&H Retirement Design & Management’s Apple AAPL Stock Holding History

H&H Retirement Design & 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 		$896K Buy
2,650
+192
+8% +$54.9K 0.41% 45
2026
Q1 		$689K Buy
2,458
+86
+4% +$22.4K 0.32% 50
2025
Q4 		$641K Sell
2,372
-238
-9% -$63.9K 0.33% 51
2025
Q3 		$703K Sell
2,610
-577
-18% -$130K 0.37% 49
2025
Q2 		$677K Buy
3,187
+1,001
+46% +$202K 0.37% 46
2025
Q1 		$422K Buy
2,186
+6
+0.3% +$1.39K 0.28% 51
2024
Q4 		$535K Sell
2,180
-271
-11% -$63.9K 0.33% 51
2024
Q3 		$573K Hold
2,451
– – 0.34% 52
2024
Q2 		$549K Sell
2,451
-36
-1% -$6.71K 0.34% 53
2024
Q1 		$412K Buy
2,487
+43
+2% +$7.82K 0.27% 56
2023
Q4 		$460K Sell
2,444
-13
-0.5% -$2.4K 0.29% 42
2023
Q3 		$439K Sell
2,457
-910
-27% -$167K 0.3% 36
2023
Q2 		$642K Sell
3,367
-23
-0.7% -$4.01K 0.43% 31
2023
Q1 		$561K Buy
3,390
+39
+1% +$5.75K 0.36% 32
2022
Q4 		$452K Buy
3,351
+9
+0.3% +$1.29K 0.38% 47
2022
Q3 		$462K Sell
3,342
-1,239
-27% -$194K 0.44% 41
2022
Q2 		$740K Buy
4,581
+3
+0.1% +$454 0.54% 33
2022
Q1 		$779K Hold
4,578
– – 0.53% 32
2021
Q4 		$745K Sell
4,578
-596
-12% -$94.2K 0.47% 38
2021
Q3 		$739K Sell
5,174
-199
-4% -$29.3K 0.45% 27
2021
Q2 		$781K Buy
5,373
+203
+4% +$26.3K 0.48% 26
2021
Q1 		$682K Buy
+5,170
New +$664K 0.41% 27
2020
Q3 		$622K Sell
5,368
-96
-2% -$10.5K 0.49% 28
2020
Q2 		$498K Sell
5,464
-616
-10% -$47.7K 0.44% 33
2020
Q1 		$386K Buy
+6,080
New +$447K 0.37% 36

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

H&H Retirement Design & Management's AAPL Position: Q2 2026 in Review

H&H Retirement Design & Management increased its Apple (AAPL) stake by 7.8% in Q2 2026, buying an estimated $54.9K and bringing the position to 2,650 shares worth $896K. The position accounts for 0.41% of the portfolio, ranked #45.

H&H Retirement Design & Management first reported a position in AAPL in Q1 2020 and has held it in 25 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • H&H Retirement Design & Management held 2,650 shares of Apple worth $896K as of Q2 2026.
  • H&H Retirement Design & Management bought 192 Apple shares in Q2 2026, an estimated $54.9K.
  • Apple made up 0.41% of H&H Retirement Design & Management's portfolio in Q2 2026, its #45 holding.
  • H&H Retirement Design & Management first reported a position in Apple in Q1 2020 and has held it in 25 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.