HBW Advisory Services
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HBW Advisory Services’s Apple AAPL Stock Holding History

HBW Advisory Services’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
Q3 		$15.4M Sell
46,282
-3,661
-7% -$1.18M 1.53% 9
2026
Q2 		$14.5M Buy
49,943
+3,129
+7% +$895K 1.31% 14
2026
Q1 		$11.9M Sell
46,814
-975
-2% -$254K 1.25% 12
2025
Q4 		$13M Sell
47,789
-1,089
-2% -$292K 1.41% 11
2025
Q3 		$12.4M Buy
48,878
+943
+2% +$213K 1.4% 13
2025
Q2 		$9.8M Buy
47,935
+10,354
+28% +$2.09M 1.21% 15
2025
Q1 		$8.35M Sell
37,581
-4,545
-11% -$1.05M 1.19% 18
2024
Q4 		$10.5M Buy
42,126
+7,752
+23% +$1.83M 1.08% 13
2024
Q3 		$8.01M Buy
34,374
+1,876
+6% +$419K 1.17% 17
2024
Q2 		$6.84M Sell
32,498
-13,848
-30% -$2.58M 1.14% 12
2024
Q1 		$8.92M Hold
46,346
– – 1.67% 6
2023
Q4 		$8.92M Sell
46,346
-808
-2% -$149K 1.67% 6
2023
Q3 		$8.07M Sell
47,154
-5,584
-11% -$1.02M 1.69% 5
2023
Q2 		$10.2M Buy
52,738
+6,182
+13% +$1.08M 2.22% 4
2023
Q1 		$7.67M Sell
46,556
-1,826
-4% -$269K 1.91% 3
2022
Q4 		$6.29M Sell
48,382
-3
-0% -$429 1.66% 6
2022
Q3 		$6.69M Sell
48,385
-1,621
-3% -$254K 1.87% 5
2022
Q2 		$6.84M Buy
50,006
+10,171
+26% +$1.54M 1.77% 5
2022
Q1 		$6.96M Sell
39,835
-19,105
-32% -$3.21M 2.44% 4
2021
Q4 		$10.5M Sell
58,940
-340
-0.6% -$53.7K 2.43% 3
2021
Q3 		$8.39M Buy
59,280
+934
+2% +$138K 2.17% 5
2021
Q2 		$7.99M Buy
58,346
+243
+0.4% +$31.5K 2.1% 4
2021
Q1 		$7.1M Buy
58,103
+1,860
+3% +$239K 1.89% 5
2020
Q4 		$7.46M Buy
56,243
+5,946
+12% +$715K 2.27% 3
2020
Q3 		$5.82M Sell
50,297
-5,287
-10% -$577K 2.39% 2
2020
Q2 		$5.07M Buy
55,584
+3,736
+7% +$290K 2.35% 4
2020
Q1 		$3.37M Sell
51,848
-356
-0.7% -$26.2K 2.43% 7
2019
Q4 		$3.89M Buy
+52,204
New +$3.36M 2.27% 10

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

HBW Advisory Services's AAPL Position: Q3 2026 in Review

HBW Advisory Services reduced its Apple (AAPL) stake by 7.3% in Q3 2026, selling an estimated $1.18M and leaving 46,282 shares worth $15.4M. The position accounts for 1.53% of the portfolio, ranked #9.

HBW Advisory Services first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 1,173 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • HBW Advisory Services held 46,282 shares of Apple worth $15.4M as of Q3 2026.
  • HBW Advisory Services sold 3,661 Apple shares in Q3 2026, an estimated $1.18M.
  • Apple made up 1.53% of HBW Advisory Services's portfolio in Q3 2026, its #9 holding.
  • HBW Advisory Services first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.