HCM
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HMS Capital Management’s Apple AAPL Stock Holding History

HMS 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
2021
Q1 		– Sell
-1,400
Closed -$186K – 127
2020
Q4 		$186K Sell
1,400
-4,200
-75% -$505K 0.08% 137
2020
Q3 		$648K Buy
+5,600
New +$611K 0.25% 78
2019
Q4 		– Sell
-13,600
Closed -$4K – 170
2019
Q3 		$4K Buy
+13,600
New +$711K ﹤0.01% 205
2019
Q2 		– Sell
-24,800
Closed -$543K – 269
2019
Q1 		$543K Buy
24,800
+4,000
+19% +$170K 0.23% 113
2018
Q4 		$6K Buy
20,800
+7,200
+53% +$349K ﹤0.01% 183
2018
Q3 		$4K Buy
13,600
+2,000
+17% +$104K ﹤0.01% 205
2018
Q2 		$537K Buy
11,600
+800
+7% +$36.3K 0.3% 93
2018
Q1 		$3K Buy
+10,800
New +$465K ﹤0.01% 166

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HMS Capital Management's AAPL Position: Q2 2026 in Review

HMS Capital Management reduced its Apple (AAPL) stake by 3% in Q2 2026, selling an estimated $121K and leaving 13,804 shares worth $3.99M. The position accounts for 1.49% of the portfolio, ranked #16.

HMS Capital Management first reported a position in AAPL in Q3 2016 and has held it in 40 quarters since. The position peaked at $4.2M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • HMS Capital Management held 13,804 shares of Apple worth $3.99M as of Q2 2026.
  • HMS Capital Management sold 424 Apple shares in Q2 2026, an estimated $121K.
  • Apple made up 1.49% of HMS Capital Management's portfolio in Q2 2026, its #16 holding.
  • HMS Capital Management first reported a position in Apple in Q3 2016 and has held it in 40 quarters since.
  • HMS Capital Management's Apple position peaked at $4.2M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.