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
2022 Q1	–	Sell	-2,000	Closed	-$324K	–	215
2021 Q4	$324K	Hold	2,000	–	–	0.07%	163
2021 Q3	$60K	Buy	+2,000	New	+$294K	0.01%	179
2021 Q2	–	Sell	-1,000	Closed	-$14K	–	196
2021 Q1	$14K	Buy	+1,000	New	+$128K	﹤0.01%	196

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hohimer Wealth Management's AAPL Position: Q1 2026 in Review

Hohimer Wealth Management increased its Apple (AAPL) stake by 62% in Q1 2026, buying an estimated $11.3M and bringing the position to 114,238 shares worth $29M. The position accounts for 3.42% of the portfolio, ranked #3.

Hohimer Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Hohimer Wealth Management held 114,238 shares of Apple worth $29M as of Q1 2026.
Hohimer Wealth Management bought 43,581 Apple shares in Q1 2026, an estimated $11.3M.
Apple made up 3.42% of Hohimer Wealth Management's portfolio in Q1 2026, its #3 holding.
Hohimer Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.