Hamilton Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.8M | Buy |
121,478
+1,391
| +1% | +$362K | 6% | 2 |
|
|
2025
Q4 | $32.6M | Buy |
120,087
+3,486
| +3% | +$936K | 6.21% | 3 |
|
|
2025
Q3 | $29.7M | Buy |
116,601
+2,331
| +2% | +$527K | 6.19% | 3 |
|
|
2025
Q2 | $23.4M | Sell |
114,270
-10,633
| -9% | -$2.15M | 5.24% | 5 |
|
|
2025
Q1 | $27.7M | Sell |
124,903
-9,295
| -7% | -$2.15M | 6.68% | 2 |
|
|
2024
Q4 | $33.6M | Sell |
134,198
-1,731
| -1% | -$408K | 8.14% | 2 |
|
|
2024
Q3 | $31.7M | Buy |
135,929
+750
| +0.6% | +$167K | 7.74% | 2 |
|
|
2024
Q2 | $28.5M | Buy |
135,179
+8,013
| +6% | +$1.49M | 7.65% | 1 |
|
|
2024
Q1 | $21.8M | Buy |
127,166
+4,379
| +4% | +$796K | 6.81% | 3 |
|
|
2023
Q4 | $23.6M | Buy |
122,787
+50
| +0% | +$9.23K | 7.44% | 1 |
|
|
2023
Q3 | $21M | Buy |
122,737
+2,223
| +2% | +$408K | 7.53% | 1 |
|
|
2023
Q2 | $23.4M | Sell |
120,514
-1,464
| -1% | -$255K | 8.13% | 1 |
|
|
2023
Q1 | $20.1M | Buy |
121,978
+15,278
| +14% | +$2.25M | 7.09% | 2 |
|
|
2022
Q4 | $13.9M | Buy |
106,700
+9,513
| +10% | +$1.36M | 5.64% | 5 |
|
|
2022
Q3 | $13.4M | Buy |
97,187
+1,201
| +1% | +$188K | 5.67% | 6 |
|
|
2022
Q2 | $13.1M | Buy |
95,986
+4,983
| +5% | +$755K | 5.13% | 6 |
|
|
2022
Q1 | $15.9M | Buy |
91,003
+1,217
| +1% | +$205K | 6.91% | 3 |
|
|
2021
Q4 | $15.9M | Buy |
89,786
+1,303
| +1% | +$206K | 7.13% | 3 |
|
|
2021
Q3 | $12.5M | Buy |
88,483
+2,815
| +3% | +$414K | 5.76% | 4 |
|
|
2021
Q2 | $11.7M | Buy |
85,668
+1,190
| +1% | +$154K | 5.47% | 7 |
|
|
2021
Q1 | $10.3M | Buy |
84,478
+94
| +0.1% | +$12.1K | 5.01% | 8 |
|
|
2020
Q4 | $11.2M | Buy |
84,384
+2,624
| +3% | +$316K | 5.74% | 3 |
|
|
2020
Q3 | $9.47M | Sell |
81,760
-16,448
| -17% | -$1.79M | 5.3% | 5 |
|
|
2020
Q2 | $8.96M | Buy |
98,208
+1,468
| +2% | +$114K | 5.34% | 3 |
|
|
2020
Q1 | $6.15M | Sell |
96,740
-6,288
| -6% | -$462K | 4.59% | 5 |
|
|
2019
Q4 | $7.56M | Sell |
103,028
-30,396
| -23% | -$1.96M | 5.12% | 6 |
|
|
2019
Q3 | $7.47M | Buy |
133,424
+584
| +0.4% | +$30.5K | 5.31% | 3 |
|
|
2019
Q2 | $6.57M | Sell |
132,840
-17,076
| -11% | -$832K | 4.8% | 7 |
|
|
2019
Q1 | $7.12M | Sell |
149,916
-6,420
| -4% | -$272K | 5.64% | 3 |
|
|
2018
Q4 | $6.17M | Buy |
+156,336
| New | +$7.58M | 6.04% | 2 |
|
Other funds holding AAPL
VCM
VPM
Hamilton Wealth's AAPL Position: Q1 2026 in Review
Hamilton Wealth increased its Apple (AAPL) stake by 1.2% in Q1 2026, buying an estimated $362K and bringing the position to 121,478 shares worth $30.8M. The position accounts for 6% of the portfolio, ranked #2.
Hamilton Wealth first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $33.6M in Q4 2024. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Hamilton Wealth held 121,478 shares of Apple worth $30.8M as of Q1 2026.
- Hamilton Wealth bought 1,391 Apple shares in Q1 2026, an estimated $362K.
- Apple made up 6% of Hamilton Wealth's portfolio in Q1 2026, its #2 holding.
- Hamilton Wealth first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- Hamilton Wealth's Apple position peaked at $33.6M in Q4 2024.
- 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.