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Hoxton Planning & Management’s Apple AAPL Stock Holding History

Hoxton Planning & 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 		$7.93M Buy
27,405
+103
+0.4% +$29.5K 2.07% 6
2026
Q1 		$6.93M Sell
27,302
-246
-0.9% -$64K 2.08% 7
2025
Q4 		$7.49M Buy
27,548
+620
+2% +$166K 2.24% 7
2025
Q3 		$6.86M Buy
26,928
+74
+0.3% +$16.7K 2.21% 6
2025
Q2 		$5.51M Sell
26,854
-651
-2% -$131K 1.9% 9
2025
Q1 		$6.11M Sell
27,505
-398
-1% -$92.2K 2.33% 6
2024
Q4 		$6.99M Buy
27,903
+242
+0.9% +$57K 2.67% 5
2024
Q3 		$6.44M Buy
27,661
+1,751
+7% +$391K 2.5% 6
2024
Q2 		$5.46M Sell
25,910
-651
-2% -$121K 2.54% 8
2024
Q1 		$4.55M Buy
26,561
+1,932
+8% +$351K 2.18% 7
2023
Q4 		$4.74M Buy
24,629
+764
+3% +$141K 2.51% 5
2023
Q3 		$4.09M Sell
23,865
-426
-2% -$78.1K 2.65% 6
2023
Q2 		$4.71M Sell
24,291
-363
-1% -$63.3K 2.91% 8
2023
Q1 		$4.07M Buy
24,654
+426
+2% +$62.9K 2.24% 9
2022
Q4 		$3.15M Buy
+24,228
New +$3.46M 1.67% 11

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Hoxton Planning & Management's AAPL Position: Q2 2026 in Review

Hoxton Planning & Management increased its Apple (AAPL) stake by 0.38% in Q2 2026, buying an estimated $29.5K and bringing the position to 27,405 shares worth $7.93M. The position accounts for 2.07% of the portfolio, ranked #6.

Hoxton Planning & Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 1,336 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Hoxton Planning & Management held 27,405 shares of Apple worth $7.93M as of Q2 2026.
  • Hoxton Planning & Management bought 103 Apple shares in Q2 2026, an estimated $29.5K.
  • Apple made up 2.07% of Hoxton Planning & Management's portfolio in Q2 2026, its #6 holding.
  • Hoxton Planning & Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 1,336 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.