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Hoertkorn Richard Charles’s Apple AAPL Stock Holding History

Hoertkorn Richard Charles’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 		$11.2M Sell
38,699
-494
-1% -$141K 7.51% 3
2026
Q1 		$9.95M Sell
39,193
-51,076
-57% -$13.3M 8.16% 2
2025
Q4 		$24.5M Sell
90,269
-3,387
-4% -$909K 9.53% 1
2025
Q3 		$23.8M Sell
93,656
-3,123
-3% -$706K 9.22% 1
2025
Q2 		$19.9M Sell
96,779
-2,343
-2% -$473K 8.41% 3
2025
Q1 		$22M Sell
99,122
-17,151
-15% -$3.97M 10.19% 1
2024
Q4 		$29.1M Sell
116,273
-6,756
-5% -$1.59M 11.97% 2
2024
Q3 		$28.7M Sell
123,029
-3,403
-3% -$760K 12.37% 1
2024
Q2 		$26.6M Sell
126,432
-8,162
-6% -$1.52M 11.6% 1
2024
Q1 		$23.1M Sell
134,594
-1,574
-1% -$286K 9.91% 1
2023
Q4 		$26.2M Sell
136,168
-767
-0.6% -$142K 11.82% 1
2023
Q3 		$23.4M Sell
136,935
-221
-0.2% -$40.5K 11.73% 1
2023
Q2 		$26.6M Sell
137,156
-488
-0.4% -$85K 12.81% 1
2023
Q1 		$22.7M Sell
137,644
-612
-0.4% -$90.3K 11.73% 1
2022
Q4 		$18M Sell
138,256
-2,455
-2% -$351K 9.53% 1
2022
Q3 		$19.4M Sell
140,711
-3,675
-3% -$577K 11.13% 1
2022
Q2 		$19.7M Sell
144,386
-996
-0.7% -$151K 10.86% 1
2022
Q1 		$25.4M Sell
145,382
-3,975
-3% -$668K 11.16% 1
2021
Q4 		$26.5M Sell
149,357
-635
-0.4% -$100K 10.74% 1
2021
Q3 		$21.2M Sell
149,992
-450
-0.3% -$66.3K 9.54% 1
2021
Q2 		$20.6M Sell
150,442
-547
-0.4% -$70.9K 9.22% 1
2021
Q1 		$18.4M Sell
150,989
-1,065
-0.7% -$137K 9.1% 1
2020
Q4 		$20.2M Sell
152,054
-940
-0.6% -$113K 11.1% 1
2020
Q3 		$17.7M Sell
152,994
-15,302
-9% -$1.67M 11.74% 1
2020
Q2 		$15.3M Sell
168,296
-5,700
-3% -$442K 10.46% 1
2020
Q1 		$11.1M Sell
173,996
-2,800
-2% -$206K 9.06% 1
2019
Q4 		$13M Sell
176,796
-3,280
-2% -$211K 7.99% 1
2019
Q3 		$10.1M Sell
180,076
-40
-0% -$2.09K 6.52% 4
2019
Q2 		$8.91M Sell
180,116
-11,368
-6% -$554K 5.93% 5
2019
Q1 		$9.09M Sell
191,484
-6,000
-3% -$255K 6.03% 3
2018
Q4 		$7.79M Sell
197,484
-2,780
-1% -$135K 5.49% 4
2018
Q3 		$11.3M Sell
200,264
-2,600
-1% -$135K 6.7% 1
2018
Q2 		$9.39M Buy
202,864
+10,484
+5% +$475K 5.75% 3
2018
Q1 		$8.07M Sell
192,380
-2,720
-1% -$117K 4.97% 4
2017
Q4 		$8.25M Buy
195,100
+12,576
+7% +$526K 4.89% 4
2017
Q3 		$7.03M Buy
182,524
+1,400
+0.8% +$54.3K 4.46% 5
2017
Q2 		$6.52M Buy
181,124
+2,196
+1% +$81.2K 4.32% 8
2017
Q1 		$6.43M Sell
178,928
-2,520
-1% -$83K 4.28% 6
2016
Q4 		$5.25M Buy
181,448
+1,240
+0.7% +$35.2K 3.64% 10
2016
Q3 		$5.09M Buy
180,208
+27,660
+18% +$732K 3.97% 7
2016
Q2 		$3.65M Hold
152,548
– – 2.91% 9
2016
Q1 		$4.16M Sell
152,548
-3,920
-3% -$97.7K 3.33% 8
2015
Q4 		$4.12M Sell
156,468
-7,600
-5% -$217K 3.09% 9
2015
Q3 		$4.52M Buy
164,068
+9,380
+6% +$275K 3.57% 8
2015
Q2 		$4.85M Sell
154,688
-4,680
-3% -$150K 3.62% 7
2015
Q1 		$4.96M Sell
159,368
-15,820
-9% -$478K 3.69% 7
2014
Q4 		$4.83M Buy
175,188
+2,020
+1% +$55K 3.43% 8
2014
Q3 		$4.36M Sell
173,168
-7,400
-4% -$182K 3.22% 11
2014
Q2 		$4.2M Sell
180,568
-12,716
-7% -$271K 3.13% 11
2014
Q1 		$3.71M Sell
193,284
-700
-0.4% -$13.3K 2.91% 14
2013
Q4 		$3.89M Buy
+193,984
New +$3.66M 3% 12

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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

Hoertkorn Richard Charles's AAPL Position: Q2 2026 in Review

Hoertkorn Richard Charles reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $141K and leaving 38,699 shares worth $11.2M. The position accounts for 7.51% of the portfolio, ranked #3.

Hoertkorn Richard Charles first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. The position peaked at $29.1M in Q4 2024. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Hoertkorn Richard Charles held 38,699 shares of Apple worth $11.2M as of Q2 2026.
  • Hoertkorn Richard Charles sold 494 Apple shares in Q2 2026, an estimated $141K.
  • Apple made up 7.51% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #3 holding.
  • Hoertkorn Richard Charles first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
  • Hoertkorn Richard Charles's Apple position peaked at $29.1M in Q4 2024.
  • 1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.