HF
AAPL icon

Holcombe Financial’s Apple AAPL Stock Holding History

Holcombe Financial’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 		$24.9M Sell
85,896
-1,435
-2% -$410K 14.03% 1
2026
Q1 		$22.2M Sell
87,331
-271
-0.3% -$70.5K 13.03% 2
2025
Q4 		$23.8M Sell
87,602
-1,172
-1% -$315K 14.95% 1
2025
Q3 		$22.6M Sell
88,774
-2,026
-2% -$458K 15.78% 2
2025
Q2 		$18.6M Hold
90,800
– – 14.03% 2
2025
Q1 		$20.2M Sell
90,800
-165
-0.2% -$38.2K 16.75% 2
2024
Q4 		$22.8M Buy
+90,965
New +$21.4M 18.76% 2

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Holcombe Financial's AAPL Position: Q2 2026 in Review

Holcombe Financial reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $410K and leaving 85,896 shares worth $24.9M. The position accounts for 14.03% of the portfolio, ranked #1.

Holcombe Financial first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,653 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Holcombe Financial held 85,896 shares of Apple worth $24.9M as of Q2 2026.
  • Holcombe Financial sold 1,435 Apple shares in Q2 2026, an estimated $410K.
  • Apple made up 14.03% of Holcombe Financial's portfolio in Q2 2026, its #1 holding.
  • Holcombe Financial first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,653 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.