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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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. 6,119 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.
6,119 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.