HWM
AAPL icon

Hohimer Wealth Management’s Apple AAPL Stock Holding History

Hohimer Wealth 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
2026
Q2 		$31.5M Sell
108,953
-5,285
-5% -$1.51M 3.15% 3
2026
Q1 		$29M Buy
114,238
+43,581
+62% +$11.3M 3.42% 3
2025
Q4 		$19.2M Buy
70,657
+596
+0.9% +$160K 2.59% 3
2025
Q3 		$17.8M Buy
70,061
+39,285
+128% +$8.87M 2.49% 3
2025
Q2 		$6.31M Buy
30,776
+1,095
+4% +$221K 1.12% 17
2025
Q1 		$6.59M Sell
29,681
-16,097
-35% -$3.73M 1.28% 12
2024
Q4 		$11.5M Buy
45,778
+6,897
+18% +$1.63M 2.16% 5
2024
Q3 		$9.06M Sell
38,881
-245
-0.6% -$54.7K 1.95% 4
2024
Q2 		$8.24M Buy
39,126
+2,254
+6% +$420K 1.91% 3
2024
Q1 		$6.32M Sell
36,872
-648
-2% -$118K 1.48% 9
2023
Q4 		$7.22M Buy
37,520
+243
+0.7% +$44.9K 1.83% 4
2023
Q3 		$6.38M Sell
37,277
-232
-0.6% -$42.5K 1.82% 5
2023
Q2 		$7.28M Sell
37,509
-1,739
-4% -$303K 2.01% 4
2023
Q1 		$6.47M Buy
39,248
+1,859
+5% +$274K 1.87% 4
2022
Q4 		$4.86M Sell
37,389
-2,036
-5% -$291K 1.55% 11
2022
Q3 		$5.45M Sell
39,425
-2,736
-6% -$429K 1.75% 5
2022
Q2 		$5.76M Sell
42,161
-13,972
-25% -$2.12M 1.7% 4
2022
Q1 		$9.8M Buy
56,133
+5,511
+11% +$927K 1.93% 7
2021
Q4 		$8.99M Sell
50,622
-7,990
-14% -$1.26M 1.89% 6
2021
Q3 		$8.29M Sell
58,612
-3,782
-6% -$557K 1.74% 6
2021
Q2 		$8.32M Buy
62,394
+2,538
+4% +$329K 1.7% 7
2021
Q1 		$7.31M Sell
59,856
-96,936
-62% -$12.4M 1.78% 9
2020
Q4 		$20.8M Sell
156,792
-1,628
-1% -$196K 5.51% 2
2020
Q3 		$18.4M Buy
158,420
+105,096
+197% +$11.5M 5.24% 2
2020
Q2 		$4.86M Buy
53,324
+5,420
+11% +$420K 1.68% 4
2020
Q1 		$3.39M Buy
47,904
+2,200
+5% +$162K 1.43% 10
2019
Q4 		$3.35M Buy
+45,704
New +$2.94M 1.17% 8

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

Hohimer Wealth Management's AAPL Position: Q2 2026 in Review

Hohimer Wealth Management reduced its Apple (AAPL) stake by 4.6% in Q2 2026, selling an estimated $1.51M and leaving 108,953 shares worth $31.5M. The position accounts for 3.15% of the portfolio, ranked #3.

Hohimer Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Hohimer Wealth Management held 108,953 shares of Apple worth $31.5M as of Q2 2026.
  • Hohimer Wealth Management sold 5,285 Apple shares in Q2 2026, an estimated $1.51M.
  • Apple made up 3.15% of Hohimer Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Hohimer Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.