HRC Wealth Management
AAPL icon

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
Q3 		$8.29M Buy
24,902
+1,208
+5% +$388K 3.3% 7
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 $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

HRC Wealth Management's AAPL Position: Q3 2026 in Review

HRC Wealth Management increased its Apple (AAPL) stake by 5.1% in Q3 2026, buying an estimated $388K and bringing the position to 24,902 shares worth $8.29M. The position accounts for 3.3% of the portfolio, ranked #7.

HRC Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • HRC Wealth Management held 24,902 shares of Apple worth $8.29M as of Q3 2026.
  • HRC Wealth Management bought 1,208 Apple shares in Q3 2026, an estimated $388K.
  • Apple made up 3.3% of HRC Wealth Management's portfolio in Q3 2026, its #7 holding.
  • HRC Wealth Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.