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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.