Hoxton Planning & Management
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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
Q3 		$9.16M Buy
27,501
+96
+0.4% +$30.8K 2.34% 6
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hoxton Planning & Management's AAPL Position: Q3 2026 in Review

Hoxton Planning & Management increased its Apple (AAPL) stake by 0.35% in Q3 2026, buying an estimated $30.8K and bringing the position to 27,501 shares worth $9.16M. The position accounts for 2.34% of the portfolio, ranked #6.

Hoxton Planning & Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Hoxton Planning & Management held 27,501 shares of Apple worth $9.16M as of Q3 2026.
  • Hoxton Planning & Management bought 96 Apple shares in Q3 2026, an estimated $30.8K.
  • Apple made up 2.34% of Hoxton Planning & Management's portfolio in Q3 2026, its #6 holding.
  • Hoxton Planning & Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.