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HHM Wealth Advisors’s Apple AAPL Stock Holding History

HHM Wealth 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 		$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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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. 2,165 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.
  • 2,165 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.