Hamilton Point Investment Advisors’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 | $29M | Sell |
100,316
-314
| -0.3% | -$89.8K | 4.09% | 4 |
|
|
2026
Q1 | $25.5M | Sell |
100,630
-484
| -0.5% | -$126K | 3.93% | 3 |
|
|
2025
Q4 | $27.5M | Buy |
101,114
+1,139
| +1% | +$306K | 4.18% | 3 |
|
|
2025
Q3 | $25.5M | Sell |
99,975
-189
| -0.2% | -$42.7K | 3.97% | 4 |
|
|
2025
Q2 | $20.6M | Sell |
100,164
-4,017
| -4% | -$811K | 3.38% | 5 |
|
|
2025
Q1 | $23.1M | Buy |
104,181
+296
| +0.3% | +$68.6K | 4.16% | 2 |
|
|
2024
Q4 | $26M | Buy |
103,885
+4,228
| +4% | +$996K | 4.59% | 2 |
|
|
2024
Q3 | $23.2M | Sell |
99,657
-103
| -0.1% | -$23K | 4.1% | 3 |
|
|
2024
Q2 | $21M | Buy |
99,760
+526
| +0.5% | +$98.1K | 3.99% | 3 |
|
|
2024
Q1 | $17M | Sell |
99,234
-2,806
| -3% | -$510K | 3.25% | 4 |
|
|
2023
Q4 | $19.6M | Buy |
102,040
+1,353
| +1% | +$250K | 3.93% | 3 |
|
|
2023
Q3 | $17.2M | Buy |
100,687
+1,420
| +1% | +$260K | 4.25% | 2 |
|
|
2023
Q2 | $19.3M | Sell |
99,267
-11,341
| -10% | -$1.98M | 4.6% | 1 |
|
|
2023
Q1 | $18.2M | Buy |
110,608
+3,422
| +3% | +$505K | 4.42% | 1 |
|
|
2022
Q4 | $13.9M | Buy |
107,186
+1,642
| +2% | +$235K | 3.84% | 1 |
|
|
2022
Q3 | $14.6M | Buy |
105,544
+1,533
| +1% | +$241K | 4.44% | 1 |
|
|
2022
Q2 | $14.2M | Buy |
104,011
+2,427
| +2% | +$368K | 4.14% | 1 |
|
|
2022
Q1 | $17.7M | Buy |
101,584
+1,635
| +2% | +$275K | 4.57% | 1 |
|
|
2021
Q4 | $17.7M | Buy |
99,949
+16
| +0% | +$2.53K | 4.22% | 1 |
|
|
2021
Q3 | $14.1M | Buy |
99,933
+1,612
| +2% | +$237K | 3.75% | 2 |
|
|
2021
Q2 | $13.5M | Buy |
98,321
+730
| +0.7% | +$94.6K | 3.65% | 2 |
|
|
2021
Q1 | $11.9M | Sell |
97,591
-26,978
| -22% | -$3.46M | 3.45% | 1 |
|
|
2020
Q4 | $16.5M | Sell |
124,569
-6,907
| -5% | -$831K | 5.21% | 1 |
|
|
2020
Q3 | $15.2M | Buy |
131,476
+9,032
| +7% | +$986K | 5.37% | 1 |
|
|
2020
Q2 | $11.2M | Buy |
122,444
+800
| +0.7% | +$62K | 4.31% | 1 |
|
|
2020
Q1 | $7.73M | Sell |
121,644
-27,972
| -19% | -$2.06M | 3.6% | 1 |
|
|
2019
Q4 | $11M | Sell |
149,616
-2,024
| -1% | -$130K | 4.18% | 1 |
|
|
2019
Q3 | $8.49M | Buy |
151,640
+268
| +0.2% | +$14K | 3.47% | 1 |
|
|
2019
Q2 | $7.49M | Buy |
151,372
+2,836
| +2% | +$138K | 3.2% | 3 |
|
|
2019
Q1 | $7.05M | Buy |
148,536
+1,808
| +1% | +$76.7K | 3.14% | 4 |
|
|
2018
Q4 | $5.79M | Buy |
146,728
+6,060
| +4% | +$294K | 2.94% | 5 |
|
|
2018
Q3 | $7.94M | Buy |
140,668
+600
| +0.4% | +$31.2K | 3.71% | 2 |
|
|
2018
Q2 | $6.48M | Buy |
140,068
+784
| +0.6% | +$35.6K | 3.21% | 3 |
|
|
2018
Q1 | $5.84M | Buy |
139,284
+4,000
| +3% | +$172K | 2.97% | 5 |
|
|
2017
Q4 | $5.72M | Buy |
135,284
+3,200
| +2% | +$134K | 2.99% | 6 |
|
|
2017
Q3 | $5.09M | Buy |
132,084
+360
| +0.3% | +$14K | 2.75% | 7 |
|
|
2017
Q2 | $4.74M | Buy |
131,724
+868
| +0.7% | +$32.1K | 2.66% | 10 |
|
|
2017
Q1 | $4.7M | Buy |
130,856
+2,140
| +2% | +$70.5K | 2.68% | 5 |
|
|
2016
Q4 | $3.73M | Buy |
128,716
+520
| +0.4% | +$14.7K | 2.3% | 12 |
|
|
2016
Q3 | $3.62M | Buy |
128,196
+3,808
| +3% | +$101K | 2.28% | 13 |
|
|
2016
Q2 | $2.97M | Buy |
124,388
+564
| +0.5% | +$14K | 1.94% | 16 |
|
|
2016
Q1 | $3.37M | Sell |
123,824
-2,764
| -2% | -$68.9K | 2.25% | 12 |
|
|
2015
Q4 | $3.33M | Buy |
126,588
+5,740
| +5% | +$164K | 2.31% | 11 |
|
|
2015
Q3 | $3.33M | Buy |
120,848
+9,092
| +8% | +$267K | 2.61% | 7 |
|
|
2015
Q2 | $3.5M | Buy |
111,756
+3,704
| +3% | +$118K | 2.84% | 5 |
|
|
2015
Q1 | $3.36M | Buy |
108,052
+2,936
| +3% | +$88.7K | 2.76% | 6 |
|
|
2014
Q4 | $2.9M | Buy |
105,116
+1,508
| +1% | +$41K | 2.5% | 7 |
|
|
2014
Q3 | $2.61M | Buy |
103,608
+340
| +0.3% | +$8.34K | 2.43% | 7 |
|
|
2014
Q2 | $2.4M | Sell |
103,268
-1,676
| -2% | -$35.7K | 2.23% | 12 |
|
|
2014
Q1 | $2.01M | Buy |
104,944
+2,128
| +2% | +$40.5K | 1.88% | 26 |
|
|
2013
Q4 | $2.06M | Buy |
+102,816
| New | +$1.94M | 2.06% | 20 |
|
Other funds holding AAPL
Hamilton Point Investment Advisors's AAPL Position: Q2 2026 in Review
Hamilton Point Investment Advisors reduced its Apple (AAPL) stake by 0.31% in Q2 2026, selling an estimated $89.8K and leaving 100,316 shares worth $29M. The position accounts for 4.09% of the portfolio, ranked #4.
Hamilton Point Investment Advisors first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Hamilton Point Investment Advisors held 100,316 shares of Apple worth $29M as of Q2 2026.
- Hamilton Point Investment Advisors sold 314 Apple shares in Q2 2026, an estimated $89.8K.
- Apple made up 4.09% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #4 holding.
- Hamilton Point Investment Advisors first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
- 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.