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Hilton Capital Management’s Apple AAPL Stock Holding History

Hilton Capital Management’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 		$25.5M Buy
100,505
+1,430
+1% +$372K 1.93% 11
2025
Q4 		$26.9M Buy
99,075
+250
+0.3% +$67.1K 2.03% 12
2025
Q3 		$25.2M Sell
98,825
-23,551
-19% -$5.32M 2.04% 13
2025
Q2 		$25.1M Sell
122,376
-5,064
-4% -$1.02M 2% 14
2025
Q1 		$28.3M Buy
127,440
+4,975
+4% +$1.15M 2.41% 10
2024
Q4 		$30.7M Sell
122,465
-13,252
-10% -$3.12M 2.65% 9
2024
Q3 		$31.6M Sell
135,717
-16,053
-11% -$3.58M 2.45% 10
2024
Q2 		$32M Buy
151,770
+7,930
+6% +$1.48M 2.7% 10
2024
Q1 		$24.7M Sell
143,840
-2,873
-2% -$522K 2.21% 11
2023
Q4 		$28.2M Sell
146,713
-264
-0.2% -$48.7K 3.03% 10
2023
Q3 		$25.2M Sell
146,977
-21,551
-13% -$3.95M 3.35% 10
2023
Q2 		$32.7M Sell
168,528
-2,369
-1% -$413K 3.93% 8
2023
Q1 		$22.2M Sell
170,897
-21,252
-11% -$3.14M 2.91% 8
2022
Q4 		$26.6M Hold
192,149
– – 3.5% 7
2022
Q3 		$26.6M Sell
192,149
-2,990
-2% -$469K 3.5% 7
2022
Q2 		$26.7M Sell
195,139
-7,715
-4% -$1.17M 3.27% 8
2022
Q1 		$35.4M Sell
202,854
-60,751
-23% -$10.2M 3.79% 6
2021
Q4 		$46.8M Buy
263,605
+8,445
+3% +$1.33M 4.3% 6
2021
Q3 		$36.1M Buy
255,160
+47,168
+23% +$6.94M 3.53% 7
2021
Q2 		$28.5M Buy
207,992
+963
+0.5% +$125K 3.01% 5
2021
Q1 		$25.3M Sell
207,029
-3,995
-2% -$513K 2.74% 7
2020
Q4 		$28M Sell
211,024
-17,503
-8% -$2.11M 3.21% 6
2020
Q3 		$26.5M Sell
228,527
-64,545
-22% -$7.04M 3.18% 7
2020
Q2 		$26.7M Buy
293,072
+122,872
+72% +$9.52M 3.33% 8
2020
Q1 		$10.8M Buy
170,200
+115,636
+212% +$8.5M 1.96% 16
2019
Q4 		$4.01M Sell
54,564
-256
-0.5% -$16.5K 0.48% 34
2019
Q3 		$3.07M Sell
54,820
-10,324
-16% -$540K 0.4% 34
2019
Q2 		$3.22M Sell
65,144
-15,040
-19% -$733K 0.44% 33
2019
Q1 		$3.81M Buy
80,184
+10,880
+16% +$461K 0.51% 36
2018
Q4 		$2.73M Buy
69,304
+5,204
+8% +$252K 0.49% 34
2018
Q3 		$3.62M Hold
64,100
– – 0.54% 33
2018
Q2 		$2.97M Buy
64,100
+88
+0.1% +$3.99K 0.48% 36
2018
Q1 		$2.69M Buy
64,012
+312
+0.5% +$13.4K 0.43% 39
2017
Q4 		$2.69M Sell
63,700
-12,004
-16% -$502K 0.41% 38
2017
Q3 		$2.92M Buy
75,704
+20,200
+36% +$784K 0.51% 37
2017
Q2 		$2M Sell
55,504
-24,788
-31% -$916K 0.37% 37
2017
Q1 		$2.88M Buy
80,292
+18,392
+30% +$606K 0.56% 34
2016
Q4 		$1.79M Buy
61,900
+20,652
+50% +$586K 0.38% 41
2016
Q3 		$1.17M Sell
41,248
-224
-0.5% -$5.93K 0.29% 51
2016
Q2 		$991K Sell
41,472
-408
-1% -$10.1K 0.31% 41
2016
Q1 		$1.14M Buy
41,880
+9,672
+30% +$241K 0.37% 36
2015
Q4 		$848K Sell
32,208
-7,404
-19% -$212K 0.27% 46
2015
Q3 		$1.09M Sell
39,612
-18,444
-32% -$541K 0.37% 37
2015
Q2 		$1.82M Buy
58,056
+28,168
+94% +$901K 0.51% 40
2015
Q1 		$961K Buy
29,888
+92
+0.3% +$2.78K 0.34% 38
2014
Q4 		$822K Buy
29,796
+900
+3% +$24.5K 0.27% 48
2014
Q3 		$728K Sell
28,896
-1,540
-5% -$37.8K 0.23% 45
2014
Q2 		$707K Buy
30,436
+7,196
+31% +$153K 0.23% 45
2014
Q1 		$445K Buy
23,240
+224
+1% +$4.26K 0.17% 57
2013
Q4 		$461K Sell
23,016
-18,368
-44% -$347K 0.18% 59
2013
Q3 		$705K Sell
41,384
-5,600
-12% -$92.8K 0.34% 41
2013
Q2 		$665K Buy
+46,984
New +$723K 0.32% 41

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

Hilton Capital Management's AAPL Position: Q1 2026 in Review

Hilton Capital Management increased its Apple (AAPL) stake by 1.4% in Q1 2026, buying an estimated $372K and bringing the position to 100,505 shares worth $25.5M. The position accounts for 1.93% of the portfolio, ranked #11.

Hilton Capital Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.8M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Hilton Capital Management held 100,505 shares of Apple worth $25.5M as of Q1 2026.
  • Hilton Capital Management bought 1,430 Apple shares in Q1 2026, an estimated $372K.
  • Apple made up 1.93% of Hilton Capital Management's portfolio in Q1 2026, its #11 holding.
  • Hilton Capital Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Hilton Capital Management's Apple position peaked at $46.8M in Q4 2021.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.