HUB Investment Partners’s Apple AAPL Stock Holding History

HUB Investment Partners’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	$1.48M	Sell	5,100 -200	-4%	-$57.2K	0.03%	352
2026 Q1	$1.35M	Buy	5,300 +3,200	+152%	+$833K	0.03%	312
2025 Q4	$571K	Buy	+2,100	New	+$564K	0.01%	447
2025 Q3	–	Sell	-1,800	Closed	-$369K	–	817
2025 Q2	$369K	Buy	1,800 +900	+100%	+$182K	0.01%	458
2025 Q1	$200K	Buy	900 +300	+50%	+$69.5K	0.01%	550
2024 Q4	$64K	Sell	600 -900	-60%	-$212K	﹤0.01%	559
2024 Q3	$50.7K	Sell	1,500 -3,300	-69%	-$737K	﹤0.01%	525
2024 Q2	$1.01M	Buy	4,800 +2,200	+85%	+$410K	0.04%	189
2024 Q1	$446K	Buy	2,600 +2,500	+2,500%	+$455K	0.02%	292
2023 Q4	$19.3K	Hold	100	–	–	﹤0.01%	408
2023 Q3	$17.1K	Hold	100	–	–	﹤0.01%	264
2023 Q2	$19.4K	Hold	100	–	–	﹤0.01%	256
2023 Q1	$16.5K	Sell	100 -9,900	-99%	-$1.46M	﹤0.01%	223
2022 Q4	$1.3M	Buy	+10,000	New	+$1.43M	0.28%	54
2022 Q1	–	Sell	-13,300	Closed	-$246K	–	179
2021 Q4	$246K	Buy	+13,300	New	+$2.1M	0.06%	168

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HUB Investment Partners's AAPL Position: Q2 2026 in Review

HUB Investment Partners increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $42.5M and bringing the position to 1,491,397 shares worth $432M. The position accounts for 7.75% of the portfolio, ranked #2.

HUB Investment Partners first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

HUB Investment Partners held 1,491,397 shares of Apple worth $432M as of Q2 2026.
HUB Investment Partners bought 148,590 Apple shares in Q2 2026, an estimated $42.5M.
Apple made up 7.75% of HUB Investment Partners's portfolio in Q2 2026, its #2 holding.
HUB Investment Partners first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.