Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$482M Sell
1,665,510
-27,295
-2% -$7.81M 6.39% 1
2026
Q1
$430M Sell
1,692,805
-71,728
-4% -$18.7M 6.2% 1
2025
Q4
$480M Sell
1,764,533
-12,867
-0.7% -$3.45M 6.77% 1
2025
Q3
$453M Sell
1,777,400
-8,989
-0.5% -$2.03M 6.51% 2
2025
Q2
$367M Buy
1,786,389
+4,220
+0.2% +$852K 5.8% 3
2025
Q1
$396M Buy
1,782,169
+7,874
+0.4% +$1.82M 6.95% 1
2024
Q4
$444M Buy
1,774,295
+23,662
+1% +$5.58M 7.54% 1
2024
Q3
$408M Buy
1,750,633
+50,946
+3% +$11.4M 6.99% 1
2024
Q2
$358M Buy
1,699,687
+25,894
+2% +$4.83M 6.5% 1
2024
Q1
$287M Sell
1,673,793
-55,530
-3% -$10.1M 5.33% 2
2023
Q4
$333M Buy
1,729,323
+87,511
+5% +$16.2M 6.9% 1
2023
Q3
$281M Sell
1,641,812
-4,781
-0.3% -$877K 6.59% 1
2023
Q2
$319M Sell
1,646,593
-1,984
-0.1% -$346K 7.17% 1
2023
Q1
$272M Sell
1,648,577
-3,549
-0.2% -$524K 6.52% 1
2022
Q4
$215M Sell
1,652,126
-7,975
-0.5% -$1.14M 5.35% 1
2022
Q3
$229M Buy
1,660,101
+18,647
+1% +$2.93M 6.3% 1
2022
Q2
$224M Buy
1,641,454
+90,888
+6% +$13.8M 5.75% 1
2022
Q1
$271M Sell
1,550,566
-8,387
-0.5% -$1.41M 6.16% 1
2021
Q4
$277M Buy
1,558,953
+17,231
+1% +$2.72M 6.02% 1
2021
Q3
$218M Sell
1,541,722
-8,004
-0.5% -$1.18M 5.31% 1
2021
Q2
$212M Sell
1,549,726
-48,072
-3% -$6.23M 5.17% 1
2021
Q1
$195M Sell
1,597,798
-295,987
-16% -$38M 5.2% 1
2020
Q4
$251M Sell
1,893,785
-12,568
-0.7% -$1.51M 6.94% 1
2020
Q3
$221M Sell
1,906,353
-7,799
-0.4% -$851K 6.8% 1
2020
Q2
$175M Buy
1,914,152
+6,320
+0.3% +$490K 5.85% 1
2020
Q1
$121M Sell
1,907,832
-92,924
-5% -$6.83M 4.77% 2
2019
Q4
$147M Sell
2,000,756
-72,032
-3% -$4.63M 4.72% 1
2019
Q3
$116M Sell
2,072,788
-1,356
-0.1% -$70.9K 4.09% 1
2019
Q2
$103M Sell
2,074,144
-129,732
-6% -$6.32M 3.68% 2
2019
Q1
$105M Buy
2,203,876
+2,179,560
+8,963% +$92.5M 4% 1
2018
Q4
$959K Sell
24,316
-1,590,084
-98% -$77.1M 2.81% 5
2018
Q3
$91.1M Sell
1,614,400
-370,200
-19% -$19.3M 4.08% 1
2018
Q2
$91.8M Buy
1,984,600
+66,344
+3% +$3.01M 3.92% 1
2018
Q1
$80.5M Buy
1,918,256
+276
+0% +$11.9K 3.32% 1
2017
Q4
$81.1M Sell
1,917,980
-30,396
-2% -$1.27M 3.26% 2
2017
Q3
$75.1M Sell
1,948,376
-15,928
-0.8% -$618K 3.23% 1
2017
Q2
$70.7M Sell
1,964,304
-196,844
-9% -$7.28M 3.19% 3
2017
Q1
$77.6M Buy
2,161,148
+25,308
+1% +$833K 3.54% 1
2016
Q4
$61.8M Buy
2,135,840
+15,336
+0.7% +$435K 2.95% 3
2016
Q3
$59.9M Buy
2,120,504
+28,480
+1% +$754K 2.92% 3
2016
Q2
$50M Buy
2,092,024
+77,972
+4% +$1.94M 2.5% 3
2016
Q1
$54.9M Sell
2,014,052
-61,688
-3% -$1.54M 2.85% 3
2015
Q4
$54.6M Buy
2,075,740
+48,276
+2% +$1.38M 2.81% 4
2015
Q3
$55.9M Buy
2,027,464
+150,976
+8% +$4.43M 3.03% 2
2015
Q2
$58.8M Buy
1,876,488
+17,656
+0.9% +$565K 2.93% 2
2015
Q1
$57.8M Sell
1,858,832
-40,252
-2% -$1.22M 2.89% 3
2014
Q4
$52.4M Sell
1,899,084
-17,200
-0.9% -$468K 2.59% 3
2014
Q3
$48.3M Buy
1,916,284
+14,244
+0.7% +$350K 2.47% 4
2014
Q2
$44.2M Sell
1,902,040
-83,496
-4% -$1.78M 2.27% 5
2014
Q1
$38.1M Buy
1,985,536
+49,812
+3% +$947K 2.01% 10
2013
Q4
$38.8M Sell
1,935,724
-21,168
-1% -$400K 2.08% 10
2013
Q3
$33.3M Sell
1,956,892
-28,812
-1% -$478K 1.93% 10
2013
Q2
$28.1M Buy
+1,985,704
New +$30.5M 1.69% 16

Other funds holding AAPL

HM Payson & Co's AAPL Position: Q2 2026 in Review

HM Payson & Co reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $7.81M and leaving 1,665,510 shares worth $482M. The position accounts for 6.39% of the portfolio, ranked #1.

HM Payson & Co first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • HM Payson & Co held 1,665,510 shares of Apple worth $482M as of Q2 2026.
  • HM Payson & Co sold 27,295 Apple shares in Q2 2026, an estimated $7.81M.
  • Apple made up 6.39% of HM Payson & Co's portfolio in Q2 2026, its #1 holding.
  • HM Payson & Co first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.