HHM Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.9M | Sell |
68,653
-127
| -0.2% | -$36.3K | 1.99% | 10 |
|
|
2026
Q1 | $17.5M | Buy |
68,780
+2,039
| +3% | +$531K | 2.01% | 8 |
|
|
2025
Q4 | $18.1M | Sell |
66,741
-2,327
| -3% | -$625K | 2.14% | 9 |
|
|
2025
Q3 | $17.6M | Sell |
69,068
-417
| -0.6% | -$94.2K | 2.03% | 9 |
|
|
2025
Q2 | $14.3M | Buy |
69,485
+391
| +0.6% | +$79K | 1.69% | 11 |
|
|
2025
Q1 | $15.3M | Sell |
69,094
-195
| -0.3% | -$45.2K | 2.07% | 10 |
|
|
2024
Q4 | $17.4M | Buy |
69,289
+14,199
| +26% | +$3.35M | 2.36% | 9 |
|
|
2024
Q3 | $12.8M | Buy |
55,090
+1,863
| +4% | +$416K | 1.82% | 12 |
|
|
2024
Q2 | $11.2M | Buy |
53,227
+6,776
| +15% | +$1.26M | 1.69% | 12 |
|
|
2024
Q1 | $7.97M | Buy |
46,451
+41
| +0.1% | +$7.46K | 1.31% | 13 |
|
|
2023
Q4 | $8.94M | Sell |
46,410
-1,475
| -3% | -$272K | 1.55% | 11 |
|
|
2023
Q3 | $8.2M | Sell |
47,885
-41
| -0.1% | -$7.52K | 1.6% | 11 |
|
|
2023
Q2 | $9.3M | Buy |
47,926
+4,794
| +11% | +$835K | 1.74% | 11 |
|
|
2023
Q1 | $7.11M | Buy |
43,132
+311
| +0.7% | +$45.9K | 1.45% | 11 |
|
|
2022
Q4 | $5.56M | Sell |
42,821
-1,036
| -2% | -$148K | 1.27% | 11 |
|
|
2022
Q3 | $6.06M | Sell |
43,857
-2,586
| -6% | -$406K | 1.59% | 11 |
|
|
2022
Q2 | $6.35M | Buy |
46,443
+670
| +1% | +$101K | 1.63% | 11 |
|
|
2022
Q1 | $7.99M | Buy |
45,773
+675
| +1% | +$114K | 1.87% | 9 |
|
|
2021
Q4 | $8.01M | Buy |
45,098
+237
| +0.5% | +$37.5K | 1.93% | 10 |
|
|
2021
Q3 | $6.35M | Buy |
44,861
+260
| +0.6% | +$38.3K | 1.73% | 11 |
|
|
2021
Q2 | $6.11M | Sell |
44,601
-1,237
| -3% | -$160K | 1.66% | 11 |
|
|
2021
Q1 | $5.6M | Sell |
45,838
-963
| -2% | -$124K | 1.73% | 11 |
|
|
2020
Q4 | $6.21M | Buy |
46,801
+3,143
| +7% | +$378K | 2.13% | 9 |
|
|
2020
Q3 | $5.06M | Sell |
43,658
-2,726
| -6% | -$297K | 2.02% | 9 |
|
|
2020
Q2 | $4.23M | Sell |
46,384
-204
| -0.4% | -$15.8K | 1.77% | 11 |
|
|
2020
Q1 | $2.96M | Sell |
46,588
-8,128
| -15% | -$598K | 1.45% | 12 |
|
|
2019
Q4 | $4.02M | Buy |
54,716
+12,784
| +30% | +$822K | 1.93% | 12 |
|
|
2019
Q3 | $2.35M | Buy |
41,932
+140
| +0.3% | +$7.32K | 1.34% | 13 |
|
|
2019
Q2 | $2.07M | Hold |
41,792
| – | – | 1.22% | 14 |
|
|
2019
Q1 | $1.99M | Buy |
41,792
+7,220
| +21% | +$306K | 1.27% | 13 |
|
|
2018
Q4 | $1.36M | Buy |
+34,572
| New | +$1.68M | 1% | 17 |
|
Other funds holding AAPL
HHM Wealth Advisors's AAPL Position: Q2 2026 in Review
HHM Wealth Advisors reduced its Apple (AAPL) stake by 0.18% in Q2 2026, selling an estimated $36.3K and leaving 68,653 shares worth $19.9M. The position accounts for 1.99% of the portfolio, ranked #10.
HHM Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- HHM Wealth Advisors held 68,653 shares of Apple worth $19.9M as of Q2 2026.
- HHM Wealth Advisors sold 127 Apple shares in Q2 2026, an estimated $36.3K.
- Apple made up 1.99% of HHM Wealth Advisors's portfolio in Q2 2026, its #10 holding.
- HHM Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.