HMS Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.61M | Sell |
14,228
-510
| -3% | -$133K | 1.4% | 14 |
|
|
2025
Q4 | $4.01M | Sell |
14,738
-291
| -2% | -$78.1K | 1.66% | 14 |
|
|
2025
Q3 | $3.83M | Sell |
15,029
-871
| -5% | -$197K | 1.61% | 12 |
|
|
2025
Q2 | $3.26M | Sell |
15,900
-293
| -2% | -$59.2K | 1.47% | 15 |
|
|
2025
Q1 | $2.94M | Sell |
16,193
-585
| -3% | -$136K | 1.63% | 14 |
|
|
2024
Q4 | $4.2M | Sell |
16,778
-329
| -2% | -$77.5K | 2.03% | 11 |
|
|
2024
Q3 | $3.99M | Buy |
17,107
+22
| +0.1% | +$4.91K | 1.95% | 11 |
|
|
2024
Q2 | $3.6M | Buy |
17,085
+630
| +4% | +$117K | 1.87% | 11 |
|
|
2024
Q1 | $2.82M | Sell |
16,455
-514
| -3% | -$93.5K | 1.56% | 11 |
|
|
2023
Q4 | $3.27M | Sell |
16,969
-131
| -0.8% | -$24.2K | 2.01% | 10 |
|
|
2023
Q3 | $2.93M | Sell |
17,100
-260
| -1% | -$47.7K | 1.94% | 9 |
|
|
2023
Q2 | $3.37M | Sell |
17,360
-943
| -5% | -$164K | 2.04% | 9 |
|
|
2023
Q1 | $3.02M | Sell |
18,303
-4,476
| -20% | -$660K | 1.9% | 10 |
|
|
2022
Q4 | $2.96M | Sell |
22,779
-2,183
| -9% | -$312K | 1.69% | 9 |
|
|
2022
Q3 | $3.45M | Sell |
24,962
-454
| -2% | -$71.3K | 2.09% | 8 |
|
|
2022
Q2 | $3.48M | Buy |
25,416
+7,696
| +43% | +$1.17M | 1.75% | 8 |
|
|
2022
Q1 | $3.09M | Buy |
17,720
+748
| +4% | +$126K | 1.29% | 15 |
|
|
2021
Q4 | $3.01M | Buy |
16,972
+42
| +0.2% | +$6.64K | 1.31% | 17 |
|
|
2021
Q3 | $2.4M | Sell |
16,930
-2,863
| -14% | -$421K | 1.13% | 23 |
|
|
2021
Q2 | $2.71M | Sell |
19,793
-563
| -3% | -$72.9K | 1.22% | 20 |
|
|
2021
Q1 | $2.49M | Sell |
20,356
-3,536
| -15% | -$454K | 1.05% | 22 |
|
|
2020
Q4 | $3.17M | Sell |
23,892
-1,038
| -4% | -$125K | 1.44% | 13 |
|
|
2020
Q3 | $2.89M | Sell |
24,930
-5,570
| -18% | -$608K | 1.12% | 15 |
|
|
2020
Q2 | $2.78M | Buy |
30,500
+9,568
| +46% | +$741K | 1.22% | 15 |
|
|
2020
Q1 | $1.33M | Buy |
20,932
+2,468
| +13% | +$182K | 1.3% | 14 |
|
|
2019
Q4 | $1.36M | Sell |
18,464
-37,692
| -67% | -$2.42M | 0.57% | 40 |
|
|
2019
Q3 | $3.16M | Buy |
56,156
+37,152
| +195% | +$1.94M | 1.18% | 10 |
|
|
2019
Q2 | $940K | Sell |
19,004
-59,132
| -76% | -$2.88M | 0.41% | 63 |
|
|
2019
Q1 | $4.18M | Buy |
78,136
+9,320
| +14% | +$395K | 1.78% | 6 |
|
|
2018
Q4 | $3.35M | Buy |
68,816
+31,132
| +83% | +$1.51M | 1.69% | 9 |
|
|
2018
Q3 | $2.13M | Sell |
37,684
-172
| -0.5% | -$8.96K | 1.05% | 24 |
|
|
2018
Q2 | $1.75M | Buy |
37,856
+4,048
| +12% | +$184K | 0.99% | 27 |
|
|
2018
Q1 | $1.42M | Buy |
33,808
+14,740
| +77% | +$635K | 0.94% | 29 |
|
|
2017
Q4 | $807K | Buy |
19,068
+144
| +0.8% | +$6.02K | 0.6% | 60 |
|
|
2017
Q3 | $729K | Sell |
18,924
-720
| -4% | -$27.9K | 0.62% | 57 |
|
|
2017
Q2 | $707K | Sell |
19,644
-72
| -0.4% | -$2.66K | 0.63% | 57 |
|
|
2017
Q1 | $749K | Sell |
19,716
-9,392
| -32% | -$309K | 0.68% | 56 |
|
|
2016
Q4 | $843K | Sell |
29,108
-4,216
| -13% | -$120K | 0.88% | 51 |
|
|
2016
Q3 | $940K | Buy |
+33,324
| New | +$882K | 0.94% | 37 |
|
Other funds holding AAPL
VCM
VPM
HMS Capital Management's AAPL Position: Q1 2026 in Review
HMS Capital Management reduced its Apple (AAPL) stake by 3.5% in Q1 2026, selling an estimated $133K and leaving 14,228 shares worth $3.61M. The position accounts for 1.4% of the portfolio, ranked #14.
HMS Capital Management first reported a position in AAPL in Q3 2016 and has held it in 39 quarters since. The position peaked at $4.2M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- HMS Capital Management held 14,228 shares of Apple worth $3.61M as of Q1 2026.
- HMS Capital Management sold 510 Apple shares in Q1 2026, an estimated $133K.
- Apple made up 1.4% of HMS Capital Management's portfolio in Q1 2026, its #14 holding.
- HMS Capital Management first reported a position in Apple in Q3 2016 and has held it in 39 quarters since.
- HMS Capital Management's Apple position peaked at $4.2M in Q4 2024.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.