Hummer Financial Advisory Services’s Apple AAPL Stock Holding History

Hummer Financial Advisory Services’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	Hold	5,103	–	–	0.97%	21
2026 Q1	$1.3M	Buy	5,103 +55	+1%	+$14.3K	0.92%	23
2025 Q4	$1.37M	Sell	5,048 -55	-1%	-$14.8K	0.97%	20
2025 Q3	$1.3M	Sell	5,103 -100	-2%	-$22.6K	0.95%	22
2025 Q2	$1.07M	Sell	5,203 -234	-4%	-$47.3K	0.8%	26
2025 Q1	$1.21M	Hold	5,437	–	–	0.98%	20
2024 Q4	$1.36M	Hold	5,437	–	–	1.08%	19
2024 Q3	$1.27M	Hold	5,437	–	–	1%	20
2024 Q2	$1.15M	Sell	5,437 -51	-0.9%	-$9.51K	0.99%	21
2024 Q1	$941K	Buy	5,488 +120	+2%	+$21.8K	0.78%	28
2023 Q4	$1.03M	Hold	5,368	–	–	0.95%	21
2023 Q3	$919K	Buy	5,368 +100	+2%	+$18.3K	0.94%	22
2023 Q2	$1.02M	Hold	5,268	–	–	1%	21
2023 Q1	$869K	Buy	5,268 +600	+13%	+$88.5K	0.92%	26
2022 Q4	$607K	Hold	4,668	–	–	0.67%	35
2022 Q3	$645K	Sell	4,668 -600	-11%	-$94.2K	0.76%	30
2022 Q2	$720K	Sell	5,268 -100	-2%	-$15.1K	0.82%	30
2022 Q1	$937K	Hold	5,368	–	–	0.85%	28
2021 Q4	$953K	Hold	5,368	–	–	0.8%	27
2021 Q3	$760K	Buy	5,368 +350	+7%	+$51.5K	0.7%	30
2021 Q2	$687K	Hold	5,018	–	–	0.63%	34
2021 Q1	$613K	Buy	5,018 +16	+0.3%	+$2.05K	0.6%	35
2020 Q4	$664K	Sell	5,002 -230	-4%	-$27.7K	0.7%	30
2020 Q3	$606K	Sell	5,232 -636	-11%	-$69.4K	0.71%	31
2020 Q2	$535K	Buy	5,868 +120	+2%	+$9.3K	0.68%	32
2020 Q1	$365K	Sell	5,748 -320	-5%	-$23.5K	0.55%	47
2019 Q4	$445K	Buy	+6,068	New	+$390K	0.48%	57

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Hummer Financial Advisory Services's AAPL Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Apple (AAPL) position steady in Q2 2026 at 5,103 shares worth $1.48M. The position accounts for 0.97% of the portfolio, ranked #21.

Hummer Financial Advisory Services first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Hummer Financial Advisory Services held 5,103 shares of Apple worth $1.48M as of Q2 2026.
Hummer Financial Advisory Services left its Apple share count unchanged in Q2 2026.
Apple made up 0.97% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #21 holding.
Hummer Financial Advisory Services first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.