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HC Advisors’s Apple AAPL Stock Holding History

HC Advisors’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
Q1 		$1.41M Buy
5,557
+4
+0.1% +$1.04K 0.94% 22
2025
Q4 		$1.51M Sell
5,553
-262
-5% -$70.3K 1.04% 21
2025
Q3 		$1.48M Sell
5,815
-10
-0.2% -$2.26K 1.04% 21
2025
Q2 		$1.2M Sell
5,825
-78
-1% -$15.8K 0.84% 22
2025
Q1 		$1.31M Sell
5,903
-17
-0.3% -$3.94K 0.98% 21
2024
Q4 		$1.48M Buy
5,920
+157
+3% +$37K 1.19% 17
2024
Q3 		$1.34M Sell
5,763
-135
-2% -$30.1K 1.1% 19
2024
Q2 		$1.24M Sell
5,898
-13,964
-70% -$2.6M 1.15% 20
2024
Q1 		$3.41M Sell
19,862
-234
-1% -$42.5K 1.62% 17
2023
Q4 		$3.87M Sell
20,096
-1,117
-5% -$206K 2.17% 11
2023
Q3 		$3.63M Sell
21,213
-1,099
-5% -$202K 2.16% 13
2023
Q2 		$4.33M Sell
22,312
-618
-3% -$108K 2.51% 11
2023
Q1 		$3.78M Buy
22,930
+525
+2% +$77.5K 2.34% 13
2022
Q4 		$2.91M Buy
22,405
+8,618
+63% +$1.23M 1.99% 15
2022
Q3 		$1.91M Sell
13,787
-8,196
-37% -$1.29M 1.31% 18
2022
Q2 		$3.01M Buy
21,983
+2,129
+11% +$322K 2.14% 12
2022
Q1 		$3.47M Sell
19,854
-213
-1% -$35.8K 2.2% 12
2021
Q4 		$3.56M Sell
20,067
-819
-4% -$129K 2.19% 12
2021
Q3 		$2.96M Sell
20,886
-159
-0.8% -$23.4K 1.94% 13
2021
Q2 		$2.88M Sell
21,045
-301
-1% -$39K 1.77% 14
2021
Q1 		$2.61M Buy
21,346
+225
+1% +$28.9K 1.68% 14
2020
Q4 		$2.8M Sell
21,121
-354
-2% -$42.6K 1.92% 14
2020
Q3 		$2.49M Sell
21,475
-1,817
-8% -$198K 2.01% 13
2020
Q2 		$2.13M Sell
23,292
-14,712
-39% -$1.14M 1.76% 13
2020
Q1 		$2.42M Sell
38,004
-6,884
-15% -$506K 10.52% 2
2019
Q4 		$3.3M Buy
+44,888
New +$2.89M 3.4% 8

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HC Advisors's AAPL Position: Q1 2026 in Review

HC Advisors increased its Apple (AAPL) stake by 0.07% in Q1 2026, buying an estimated $1.04K and bringing the position to 5,557 shares worth $1.41M. The position accounts for 0.94% of the portfolio, ranked #22.

HC Advisors first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.33M in Q2 2023. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • HC Advisors held 5,557 shares of Apple worth $1.41M as of Q1 2026.
  • HC Advisors bought 4 Apple shares in Q1 2026, an estimated $1.04K.
  • Apple made up 0.94% of HC Advisors's portfolio in Q1 2026, its #22 holding.
  • HC Advisors first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • HC Advisors's Apple position peaked at $4.33M in Q2 2023.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.