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HFM Investment Advisors’s Apple AAPL Stock Holding History

HFM Investment 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 		$361K Buy
1,249
+227
+22% +$64.9K 0.13% 20
2026
Q1 		$259K Sell
1,022
-79
-7% -$20.6K 0.1% 23
2025
Q4 		$299K Buy
1,101
+512
+87% +$137K 0.12% 23
2025
Q3 		$150K Buy
589
+29
+5% +$6.55K 0.06% 25
2025
Q2 		$115K Buy
560
+116
+26% +$23.4K 0.05% 30
2025
Q1 		$98.6K Buy
+444
New +$103K 0.05% 28

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

HFM Investment Advisors's AAPL Position: Q2 2026 in Review

HFM Investment Advisors increased its Apple (AAPL) stake by 22% in Q2 2026, buying an estimated $64.9K and bringing the position to 1,249 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #20.

HFM Investment Advisors first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • HFM Investment Advisors held 1,249 shares of Apple worth $361K as of Q2 2026.
  • HFM Investment Advisors bought 227 Apple shares in Q2 2026, an estimated $64.9K.
  • Apple made up 0.13% of HFM Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • HFM Investment Advisors first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.