Hollow Brook Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.4M Buy
63,498
+27,806
+78% +$7.95M 3.65% 5
2026
Q1
$9.06M Sell
35,692
-1,220
-3% -$318K 2.31% 10
2025
Q4
$10M Sell
36,912
-5,400
-13% -$1.45M 2.6% 6
2025
Q3
$10.8M Buy
42,312
+3,412
+9% +$771K 2.55% 6
2025
Q2
$7.98M Sell
38,900
-61
-0.2% -$12.3K 2.32% 8
2025
Q1
$8.65M Sell
38,961
-494
-1% -$114K 2.54% 8
2024
Q4
$9.88M Sell
39,455
-18,526
-32% -$4.37M 3.04% 5
2024
Q3
$13.5M Buy
57,981
+1,515
+3% +$338K 4.01% 4
2024
Q2
$11.9M Buy
56,466
+4,824
+9% +$900K 4.04% 4
2024
Q1
$8.86M Sell
51,642
-1,756
-3% -$319K 3.28% 4
2023
Q4
$10.3M Buy
53,398
+209
+0.4% +$38.6K 4.1% 4
2023
Q3
$9.11M Sell
53,189
-91
-0.2% -$16.7K 3.8% 4
2023
Q2
$10.3M Sell
53,280
-8,889
-14% -$1.55M 4.47% 3
2023
Q1
$10.3M Sell
62,169
-4,031
-6% -$595K 4.86% 2
2022
Q4
$8.6M Buy
66,200
+14,705
+29% +$2.1M 4.12% 3
2022
Q3
$7.12M Sell
51,495
-3,810
-7% -$598K 4.04% 5
2022
Q2
$7.56M Sell
55,305
-539
-1% -$81.6K 4.16% 5
2022
Q1
$9.75M Sell
55,844
-6,448
-10% -$1.08M 4.34% 5
2021
Q4
$11.1M Buy
62,292
+11,146
+22% +$1.76M 5.67% 4
2021
Q3
$7.24M Sell
51,146
-2,481
-5% -$365K 4.48% 5
2021
Q2
$7.34M Sell
53,627
-272
-0.5% -$35.2K 4.57% 6
2021
Q1
$6.58M Sell
53,899
-7,293
-12% -$936K 4.32% 5
2020
Q4
$8.12M Sell
61,192
-3,496
-5% -$421K 4.84% 4
2020
Q3
$7.49M Buy
64,688
+5,540
+9% +$604K 4.67% 4
2020
Q2
$5.39M Sell
59,148
-556
-0.9% -$43.1K 4.13% 5
2020
Q1
$3.8M Sell
59,704
-35,860
-38% -$2.64M 3.55% 6
2019
Q4
$7.02M Sell
95,564
-18,068
-16% -$1.16M 3.65% 5
2019
Q3
$6.36M Sell
113,632
-4,876
-4% -$255K 4.28% 6
2019
Q2
$5.86M Buy
118,508
+312
+0.3% +$15.2K 5.32% 5
2019
Q1
$5.61M Sell
118,196
-9,616
-8% -$408K 6.08% 4
2018
Q4
$5.04M Sell
127,812
-2,672
-2% -$130K 5.38% 4
2018
Q3
$7.36M Sell
130,484
-2,700
-2% -$141K 5.76% 3
2018
Q2
$6.16M Sell
133,184
-2,180
-2% -$98.9K 4.87% 4
2018
Q1
$5.68M Sell
135,364
-53,676
-28% -$2.31M 4.55% 5
2017
Q4
$8M Sell
189,040
-18,748
-9% -$783K 5.88% 5
2017
Q3
$8.01M Sell
207,788
-41,472
-17% -$1.61M 5.86% 4
2017
Q2
$8.97M Sell
249,260
-24
-0% -$887 6.17% 5
2017
Q1
$8.95M Sell
249,284
-105,240
-30% -$3.47M 6.97% 5
2016
Q4
$10.3M Sell
354,524
-3,908
-1% -$111K 6.34% 6
2016
Q3
$10.1M Sell
358,432
-19,916
-5% -$527K 5.99% 6
2016
Q2
$9.04M Sell
378,348
-57,816
-13% -$1.44M 6.26% 6
2016
Q1
$11.9M Sell
436,164
-37,480
-8% -$934K 7.09% 5
2015
Q4
$12.5M Sell
473,644
-30,048
-6% -$859K 6.18% 6
2015
Q3
$13.9M Sell
503,692
-97,440
-16% -$2.86M 6.63% 3
2015
Q2
$18.8M Sell
601,132
-43,324
-7% -$1.39M 7.21% 3
2015
Q1
$20M Sell
644,456
-162,120
-20% -$4.9M 6.65% 3
2014
Q4
$22.3M Buy
806,576
+10,252
+1% +$279K 7.21% 4
2014
Q3
$20.1M Sell
796,324
-7,352
-0.9% -$180K 6.56% 3
2014
Q2
$18.7M Buy
803,676
+18,360
+2% +$391K 6.35% 4
2014
Q1
$15.1M Buy
785,316
+237,776
+43% +$4.52M 4.92% 4
2013
Q4
$11M Buy
547,540
+24,164
+5% +$456K 3.6% 9
2013
Q3
$8.91M Buy
523,376
+1,344
+0.3% +$22.3K 3.12% 11
2013
Q2
$7.39M Buy
+522,032
New +$8.03M 2.73% 18

Other funds holding AAPL

Hollow Brook Wealth Management's AAPL Position: Q2 2026 in Review

Hollow Brook Wealth Management increased its Apple (AAPL) stake by 78% in Q2 2026, buying an estimated $7.95M and bringing the position to 63,498 shares worth $18.4M. The position accounts for 3.65% of the portfolio, ranked #5.

Hollow Brook Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.3M in Q4 2014. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Hollow Brook Wealth Management held 63,498 shares of Apple worth $18.4M as of Q2 2026.
  • Hollow Brook Wealth Management bought 27,806 Apple shares in Q2 2026, an estimated $7.95M.
  • Apple made up 3.65% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Hollow Brook Wealth Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Hollow Brook Wealth Management's Apple position peaked at $22.3M in Q4 2014.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.