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Hofer & Associates’s Apple AAPL Stock Holding History

Hofer & Associates’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 		$6.5M Buy
22,455
+262
+1% +$74.9K 3.14% 11
2026
Q1 		$5.63M Sell
22,193
-634
-3% -$165K 3.03% 11
2025
Q4 		$6.21M Buy
22,827
+43
+0.2% +$11.5K 3.29% 9
2025
Q3 		$5.8M Sell
22,784
-965
-4% -$218K 3.32% 8
2025
Q2 		$4.87M Buy
23,749
+65
+0.3% +$13.1K 3.04% 10
2025
Q1 		$5.26M Buy
23,684
+101
+0.4% +$23.4K 3.57% 9
2024
Q4 		$5.91M Sell
23,583
-180
-0.8% -$42.4K 3.96% 7
2024
Q3 		$5.54M Sell
23,763
-158
-0.7% -$35.3K 3.82% 9
2024
Q2 		$5.04M Buy
23,921
+134
+0.6% +$25K 3.91% 9
2024
Q1 		$4.08M Buy
23,787
+335
+1% +$60.9K 3.43% 10
2023
Q4 		$4.52M Sell
23,452
-189
-0.8% -$34.9K 4.19% 9
2023
Q3 		$4.05M Buy
23,641
+103
+0.4% +$18.9K 4.15% 9
2023
Q2 		$4.57M Buy
23,538
+387
+2% +$67.4K 4.38% 8
2023
Q1 		$3.01M Hold
23,151
– – 3.01% 12
2022
Q4 		$3.01M Buy
23,151
+91
+0.4% +$13K 3% 12
2022
Q3 		$3.19M Buy
23,060
+765
+3% +$120K 3.43% 11
2022
Q2 		$3.05M Buy
22,295
+509
+2% +$77.1K 3.17% 12
2022
Q1 		$3.8M Buy
21,786
+530
+2% +$89.1K 3.35% 11
2021
Q4 		$3.77M Buy
+21,256
New +$3.36M 3.42% 11

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

Hofer & Associates's AAPL Position: Q2 2026 in Review

Hofer & Associates increased its Apple (AAPL) stake by 1.2% in Q2 2026, buying an estimated $74.9K and bringing the position to 22,455 shares worth $6.5M. The position accounts for 3.14% of the portfolio, ranked #11.

Hofer & Associates first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Hofer & Associates held 22,455 shares of Apple worth $6.5M as of Q2 2026.
  • Hofer & Associates bought 262 Apple shares in Q2 2026, an estimated $74.9K.
  • Apple made up 3.14% of Hofer & Associates's portfolio in Q2 2026, its #11 holding.
  • Hofer & Associates first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.