HMV Wealth Advisors’s Apple AAPL Stock Holding History

HMV Wealth Advisors’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 Q2	$1.84M	Buy	6,367 +1,525	+31%	+$436K	0.72%	28
2026 Q1	$1.23M	Buy	4,842 +324	+7%	+$84.3K	0.58%	27
2025 Q4	$1.23M	Sell	4,518 -264	-6%	-$70.9K	0.61%	26
2025 Q3	$1.22M	Sell	4,782 -5,046	-51%	-$1.14M	0.67%	29
2025 Q2	$2.02M	Sell	9,828 -5,723	-37%	-$1.16M	1.32%	21
2025 Q1	$3.45M	Hold	15,551	–	–	2.74%	11
2024 Q4	$3.89M	Buy	+15,551	New	+$3.67M	3.9%	6

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

HMV Wealth Advisors's AAPL Position: Q2 2026 in Review

HMV Wealth Advisors increased its Apple (AAPL) stake by 31% in Q2 2026, buying an estimated $436K and bringing the position to 6,367 shares worth $1.84M. The position accounts for 0.72% of the portfolio, ranked #28.

HMV Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.89M in Q4 2024. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

HMV Wealth Advisors held 6,367 shares of Apple worth $1.84M as of Q2 2026.
HMV Wealth Advisors bought 1,525 Apple shares in Q2 2026, an estimated $436K.
Apple made up 0.72% of HMV Wealth Advisors's portfolio in Q2 2026, its #28 holding.
HMV Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
HMV Wealth Advisors's Apple position peaked at $3.89M in Q4 2024.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.