Hoey Investments’s Apple AAPL Stock Holding History

Hoey Investments’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
2024 Q1	–	Hold	0	–	-$38.5K	–	349
2023 Q4	–	Hold	0	–	–	–	137
2023 Q3	–	Hold	0	–	–	–	140
2023 Q2	–	Hold	0	–	–	–	138
2023 Q1	–	Hold	0	–	–	–	150
2022 Q4	–	Hold	0	–	–	–	161
2022 Q3	–	Hold	0	–	–	–	82
2022 Q2	–	Sell	-2,000	Closed	-$349K	–	279
2022 Q1	$349K	Hold	2,000	–	–	0.09%	54
2021 Q4	$355K	Buy	+2,000	New	+$316K	0.09%	52
2021 Q3	–	Sell	-1,000	Closed	-$137K	–	229
2021 Q2	$137K	Buy	+1,000	New	+$130K	0.04%	71
2021 Q1	–	Sell	-8,000	Closed	-$1.06M	–	237
2020 Q4	$1.06M	Buy	8,000 +2,000	+33%	+$241K	0.38%	20
2020 Q3	$695K	Buy	6,000 +800	+15%	+$87.3K	0.28%	29
2020 Q2	$474K	Buy	5,200 +4,000	+333%	+$310K	0.23%	36
2020 Q1	$76K	Buy	+1,200	New	+$88.3K	0.05%	44

Other funds holding AAPL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Hoey Investments's AAPL Position: Q2 2026 in Review

Hoey Investments increased its Apple (AAPL) stake by 5.9% in Q2 2026, buying an estimated $1.27M and bringing the position to 79,787 shares worth $23.1M. The position accounts for 2.98% of the portfolio, ranked #5.

Hoey Investments first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $59.6M in Q1 2022. 3,430 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Hoey Investments held 79,787 shares of Apple worth $23.1M as of Q2 2026.
Hoey Investments bought 4,434 Apple shares in Q2 2026, an estimated $1.27M.
Apple made up 2.98% of Hoey Investments's portfolio in Q2 2026, its #5 holding.
Hoey Investments first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
Hoey Investments's Apple position peaked at $59.6M in Q1 2022.
3,430 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.