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HRC Wealth Management’s Apple AAPL Stock Holding History

HRC 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
2026
Q2 		$6.86M Sell
23,694
-26
-0.1% -$7.44K 2.81% 7
2026
Q1 		$6.02M Buy
23,720
+23
+0.1% +$5.99K 2.84% 7
2025
Q4 		$6.44M Buy
23,697
+23
+0.1% +$6.17K 3.09% 7
2025
Q3 		$6.03M Buy
23,674
+4
+0% +$904 2.94% 7
2025
Q2 		$4.86M Buy
23,670
+266
+1% +$53.7K 2.59% 7
2025
Q1 		$5.2M Sell
23,404
-12
-0.1% -$2.78K 3.23% 7
2024
Q4 		$5.86M Buy
23,416
+2,468
+12% +$582K 3.48% 7
2024
Q3 		$4.88M Buy
20,948
+8
+0% +$1.79K 3.15% 7
2024
Q2 		$4.41M Sell
20,940
-147
-0.7% -$27.4K 3.02% 7
2024
Q1 		$3.62M Buy
21,087
+219
+1% +$39.8K 2.64% 7
2023
Q4 		$4.02M Buy
+20,868
New +$3.85M 3.46% 5

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HRC Wealth Management's AAPL Position: Q2 2026 in Review

HRC Wealth Management reduced its Apple (AAPL) stake by 0.11% in Q2 2026, selling an estimated $7.44K and leaving 23,694 shares worth $6.86M. The position accounts for 2.81% of the portfolio, ranked #7.

HRC Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 3,009 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • HRC Wealth Management held 23,694 shares of Apple worth $6.86M as of Q2 2026.
  • HRC Wealth Management sold 26 Apple shares in Q2 2026, an estimated $7.44K.
  • Apple made up 2.81% of HRC Wealth Management's portfolio in Q2 2026, its #7 holding.
  • HRC Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 3,009 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.