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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
Q2 		$1.43M Sell
4,953
-604
-11% -$173K 0.87% 22
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HC Advisors's AAPL Position: Q2 2026 in Review

HC Advisors reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $173K and leaving 4,953 shares worth $1.43M. The position accounts for 0.87% of the portfolio, ranked #22.

HC Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.33M in Q2 2023. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • HC Advisors held 4,953 shares of Apple worth $1.43M as of Q2 2026.
  • HC Advisors sold 604 Apple shares in Q2 2026, an estimated $173K.
  • Apple made up 0.87% of HC Advisors's portfolio in Q2 2026, its #22 holding.
  • HC Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • HC Advisors's Apple position peaked at $4.33M in Q2 2023.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.