Hamel Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.2M | Sell |
59,477
-3,072
| -5% | -$879K | 4.74% | 2 |
|
|
2026
Q1 | $15.9M | Sell |
62,549
-2,164
| -3% | -$563K | 4.53% | 4 |
|
|
2025
Q4 | $17.6M | Sell |
64,713
-7,564
| -10% | -$2.03M | 5.3% | 2 |
|
|
2025
Q3 | $18.4M | Sell |
72,277
-2,037
| -3% | -$460K | 5.66% | 1 |
|
|
2025
Q2 | $15.2M | Sell |
74,314
-1,101
| -1% | -$222K | 5.16% | 2 |
|
|
2025
Q1 | $16.8M | Sell |
75,415
-2,022
| -3% | -$468K | 5.69% | 1 |
|
|
2024
Q4 | $19.4M | Sell |
77,437
-1,773
| -2% | -$418K | 6.24% | 1 |
|
|
2024
Q3 | $18.5M | Sell |
79,210
-757
| -0.9% | -$169K | 5.64% | 1 |
|
|
2024
Q2 | $16.8M | Sell |
79,967
-1,528
| -2% | -$285K | 5.31% | 1 |
|
|
2024
Q1 | $14M | Sell |
81,495
-7,695
| -9% | -$1.4M | 4.48% | 2 |
|
|
2023
Q4 | $17.2M | Sell |
89,190
-2,254
| -2% | -$416K | 6.05% | 1 |
|
|
2023
Q3 | $15.7M | Sell |
91,444
-917
| -1% | -$168K | 5.72% | 1 |
|
|
2023
Q2 | $17.9M | Sell |
92,361
-13,196
| -13% | -$2.3M | 6.27% | 1 |
|
|
2023
Q1 | $17.4M | Sell |
105,557
-46
| -0% | -$6.79K | 6.03% | 1 |
|
|
2022
Q4 | $13.7M | Sell |
105,603
-1,215
| -1% | -$174K | 4.77% | 1 |
|
|
2022
Q3 | $14.8M | Sell |
106,818
-1,095
| -1% | -$172K | 5.84% | 1 |
|
|
2022
Q2 | $14.8M | Sell |
107,913
-803
| -0.7% | -$122K | 5.82% | 1 |
|
|
2022
Q1 | $19M | Sell |
108,716
-5,253
| -5% | -$883K | 6.75% | 1 |
|
|
2021
Q4 | $20.2M | Buy |
113,969
+1,360
| +1% | +$215K | 7.26% | 1 |
|
|
2021
Q3 | $15.9M | Sell |
112,609
-4,857
| -4% | -$715K | 6.22% | 1 |
|
|
2021
Q2 | $16.1M | Sell |
117,466
-7,936
| -6% | -$1.03M | 6.13% | 1 |
|
|
2021
Q1 | $15.3M | Sell |
125,402
-8,779
| -7% | -$1.13M | 5.91% | 1 |
|
|
2020
Q4 | $17.8M | Sell |
134,181
-6,558
| -5% | -$789K | 7.29% | 1 |
|
|
2020
Q3 | $16.3M | Sell |
140,739
-1,745
| -1% | -$190K | 7.23% | 1 |
|
|
2020
Q2 | $13M | Sell |
142,484
-7,920
| -5% | -$614K | 6.25% | 1 |
|
|
2020
Q1 | $9.56M | Sell |
150,404
-23,940
| -14% | -$1.76M | 5.05% | 3 |
|
|
2019
Q4 | $12.8M | Sell |
174,344
-6,912
| -4% | -$445K | 5.27% | 1 |
|
|
2019
Q3 | $10.1M | Sell |
181,256
-12,196
| -6% | -$638K | 4.33% | 2 |
|
|
2019
Q2 | $9.57M | Buy |
193,452
+568
| +0.3% | +$27.7K | 4.2% | 3 |
|
|
2019
Q1 | $9.16M | Buy |
192,884
+5,100
| +3% | +$216K | 4.11% | 3 |
|
|
2018
Q4 | $7.41M | Buy |
187,784
+1,816
| +1% | +$88K | 3.69% | 3 |
|
|
2018
Q3 | $10.5M | Sell |
185,968
-1,896
| -1% | -$98.7K | 4.55% | 1 |
|
|
2018
Q2 | $8.7M | Sell |
187,864
-80
| -0% | -$3.63K | 4% | 2 |
|
|
2018
Q1 | $7.88K | Sell |
187,944
-10,960
| -6% | -$472K | 0.53% | 5 |
|
|
2017
Q4 | $8.41M | Sell |
198,904
-3,304
| -2% | -$138K | 3.98% | 4 |
|
|
2017
Q3 | $7.79M | Sell |
202,208
-200
| -0.1% | -$7.76K | 3.79% | 3 |
|
|
2017
Q2 | $7.29M | Sell |
202,408
-3,408
| -2% | -$126K | 3.67% | 4 |
|
|
2017
Q1 | $7.39M | Hold |
205,816
| – | – | 3.76% | 4 |
|
|
2016
Q4 | $5.96M | Sell |
205,816
-6,740
| -3% | -$191K | 3.07% | 8 |
|
|
2016
Q3 | $6.01M | Sell |
212,556
-16,200
| -7% | -$429K | 3.18% | 8 |
|
|
2016
Q2 | $5.47M | Buy |
228,756
+2,120
| +0.9% | +$52.7K | 2.83% | 9 |
|
|
2016
Q1 | $6.17M | Buy |
226,636
+19,020
| +9% | +$474K | 3.28% | 8 |
|
|
2015
Q4 | $5.46M | Buy |
207,616
+29,068
| +16% | +$831K | 3.49% | 7 |
|
|
2015
Q3 | $4.92M | Sell |
178,548
-1,220
| -0.7% | -$35.8K | 3.5% | 6 |
|
|
2015
Q2 | $5.64M | Sell |
179,768
-840
| -0.5% | -$26.9K | 3.71% | 4 |
|
|
2015
Q1 | $5.62M | Sell |
180,608
-8,400
| -4% | -$254K | 3.71% | 2 |
|
|
2014
Q4 | $5.22M | Buy |
189,008
+400
| +0.2% | +$10.9K | 3.39% | 4 |
|
|
2014
Q3 | $4.75M | Buy |
188,608
+2,240
| +1% | +$55K | 3.17% | 6 |
|
|
2014
Q2 | $4.33M | Buy |
186,368
+840
| +0.5% | +$17.9K | 2.85% | 8 |
|
|
2014
Q1 | $3.56M | Sell |
185,528
-1,120
| -0.6% | -$21.3K | 2.46% | 10 |
|
|
2013
Q4 | $3.74M | Buy |
+186,648
| New | +$3.53M | 2.62% | 7 |
|
Other funds holding AAPL
Hamel Associates's AAPL Position: Q2 2026 in Review
Hamel Associates reduced its Apple (AAPL) stake by 4.9% in Q2 2026, selling an estimated $879K and leaving 59,477 shares worth $17.2M. The position accounts for 4.74% of the portfolio, ranked #2.
Hamel Associates first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. The position peaked at $20.2M in Q4 2021. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Hamel Associates held 59,477 shares of Apple worth $17.2M as of Q2 2026.
- Hamel Associates sold 3,072 Apple shares in Q2 2026, an estimated $879K.
- Apple made up 4.74% of Hamel Associates's portfolio in Q2 2026, its #2 holding.
- Hamel Associates first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
- Hamel Associates's Apple position peaked at $20.2M in Q4 2021.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.