HWG Holdings’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13M | Buy |
44,882
+24,552
| +121% | +$7.02M | 2.94% | 10 |
|
|
2026
Q1 | $5.16M | Sell |
20,330
-4,879
| -19% | -$1.27M | 1.34% | 18 |
|
|
2025
Q4 | $6.85M | Sell |
25,209
-3,451
| -12% | -$926K | 1.66% | 15 |
|
|
2025
Q3 | $7.3M | Sell |
28,660
-1,079
| -4% | -$244K | 1.85% | 17 |
|
|
2025
Q2 | $6.1M | Sell |
29,739
-60,872
| -67% | -$12.3M | 1.79% | 18 |
|
|
2025
Q1 | $20.1M | Sell |
90,611
-1,508
| -2% | -$349K | 8.97% | 2 |
|
|
2024
Q4 | $23.1M | Buy |
92,119
+1,520
| +2% | +$358K | 7.55% | 2 |
|
|
2024
Q3 | $21.1M | Buy |
90,599
+21,595
| +31% | +$4.82M | 7.26% | 3 |
|
|
2024
Q2 | $14.5M | Buy |
+69,004
| New | +$12.9M | 5.33% | 5 |
|
|
2023
Q4 | $4.38M | Sell |
22,733
-4,514
| -17% | -$833K | 1.96% | 11 |
|
|
2023
Q3 | $4.66M | Sell |
27,247
-21,302
| -44% | -$3.91M | 2.54% | 6 |
|
|
2023
Q2 | $9.42M | Buy |
48,549
+1,162
| +2% | +$202K | 4.33% | 4 |
|
|
2023
Q1 | $7.81M | Sell |
47,387
-3,779
| -7% | -$558K | 4.46% | 5 |
|
|
2022
Q4 | $6.65M | Sell |
51,166
-4,882
| -9% | -$698K | 4.31% | 4 |
|
|
2022
Q3 | $7.75M | Buy |
+56,048
| New | +$8.8M | 5.54% | 3 |
|
|
2022
Q1 | $8.85M | Sell |
50,696
-35,503
| -41% | -$5.97M | 4.39% | 2 |
|
|
2021
Q4 | $15.3M | Buy |
+86,199
| New | +$13.6M | 6.64% | 2 |
|
|
2021
Q2 | $3.85M | Sell |
28,071
-14,471
| -34% | -$1.87M | 1.66% | 14 |
|
|
2021
Q1 | $5.2M | Sell |
42,542
-44,669
| -51% | -$5.73M | 2.59% | 7 |
|
|
2020
Q4 | $11.6M | Buy |
87,211
+20,727
| +31% | +$2.49M | 5.86% | 5 |
|
|
2020
Q3 | $7.7M | Sell |
66,484
-109,080
| -62% | -$11.9M | 6.83% | 3 |
|
|
2020
Q2 | $16M | Buy |
+175,564
| New | +$13.6M | 12.77% | 1 |
|
|
2019
Q4 | $7.69M | Sell |
104,772
-8,372
| -7% | -$539K | 6.29% | 3 |
|
|
2019
Q3 | $6.33M | Buy |
113,144
+39,532
| +54% | +$2.07M | 5.84% | 4 |
|
|
2019
Q2 | $3.64M | Buy |
73,612
+23,008
| +45% | +$1.12M | 3.53% | 7 |
|
|
2019
Q1 | $2.4M | Buy |
50,604
+47,500
| +1,530% | +$2.01M | 2.4% | 14 |
|
|
2018
Q4 | $122K | Sell |
3,104
-123,136
| -98% | -$5.97M | 0.26% | 23 |
|
|
2018
Q3 | $7.12M | Buy |
126,240
+54,972
| +77% | +$2.86M | 4.82% | 3 |
|
|
2018
Q2 | $3.3M | Buy |
+71,268
| New | +$3.23M | 2.73% | 9 |
|
|
2018
Q1 | – | Sell |
-63,624
| Closed | -$2.69M | – | 83 |
|
|
2017
Q4 | $2.69M | Sell |
63,624
-42,336
| -40% | -$1.77M | 2.28% | 12 |
|
|
2017
Q3 | $4.08M | Buy |
105,960
+34,308
| +48% | +$1.33M | 3.21% | 9 |
|
|
2017
Q2 | $2.58M | Buy |
71,652
+20,380
| +40% | +$753K | 1.91% | 12 |
|
|
2017
Q1 | $1.84M | Buy |
+51,272
| New | +$1.69M | 2.32% | 11 |
|
|
2016
Q4 | – | Sell |
-87,304
| Closed | -$2.47M | – | 15 |
|
|
2016
Q3 | $2.47M | Buy |
+87,304
| New | +$2.31M | 2.59% | 17 |
|
|
2015
Q3 | – | Sell |
-114,892
| Closed | -$3.58M | – | 2 |
|
|
2015
Q2 | $3.58M | Sell |
114,892
-2,536
| -2% | -$81.1K | 3.77% | 10 |
|
|
2015
Q1 | $3.65M | Sell |
117,428
-75,028
| -39% | -$2.27M | 5.9% | 6 |
|
|
2014
Q4 | $5.31M | Sell |
192,456
-120,676
| -39% | -$3.28M | 3.78% | 7 |
|
|
2014
Q3 | $7.89M | Buy |
313,132
+97,612
| +45% | +$2.4M | 6.33% | 4 |
|
|
2014
Q2 | $5.01M | Buy |
+215,520
| New | +$4.59M | 3.81% | 10 |
|
Other funds holding AAPL
HWG Holdings's AAPL Position: Q2 2026 in Review
HWG Holdings increased its Apple (AAPL) stake by 121% in Q2 2026, buying an estimated $7.02M and bringing the position to 44,882 shares worth $13M. The position accounts for 2.94% of the portfolio, ranked #10.
HWG Holdings first reported a position in AAPL in Q2 2014 and has held it in 39 quarters since. The position peaked at $23.1M in Q4 2024. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- HWG Holdings held 44,882 shares of Apple worth $13M as of Q2 2026.
- HWG Holdings bought 24,552 Apple shares in Q2 2026, an estimated $7.02M.
- Apple made up 2.94% of HWG Holdings's portfolio in Q2 2026, its #10 holding.
- HWG Holdings first reported a position in Apple in Q2 2014 and has held it in 39 quarters since.
- HWG Holdings's Apple position peaked at $23.1M in Q4 2024.
- 3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.