Hyperion Capital Advisors’s Apple AAPL Stock Holding History

Hyperion Capital Advisors’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 Q1	$1.64M	Buy	6,458 +210	+3%	+$54.7K	0.79%	21
2025 Q4	$1.7M	Hold	6,248	–	–	0.83%	19
2025 Q3	$1.59M	Sell	6,248 -48	-0.8%	-$10.8K	0.85%	18
2025 Q2	$1.29M	Buy	6,296 +3	+0%	+$606	0.81%	17
2025 Q1	$1.4M	Hold	6,293	–	–	0.76%	23
2024 Q4	$1.58M	Hold	6,293	–	–	0.81%	21
2024 Q3	$1.47M	Hold	6,293	–	–	0.69%	20
2024 Q2	$1.33M	Hold	6,293	–	–	0.62%	21
2024 Q1	$1.08M	Buy	6,293 +246	+4%	+$44.7K	0.51%	24
2023 Q4	$1.16M	Hold	6,047	–	–	0.63%	24
2023 Q3	$1.04M	Hold	6,047	–	–	0.57%	26
2023 Q2	$1.17M	Hold	6,047	–	–	0.64%	24
2023 Q1	$997K	Hold	6,047	–	–	0.48%	26
2022 Q4	$786K	Hold	6,047	–	–	0.39%	28
2022 Q3	$836K	Hold	6,047	–	–	0.41%	27
2022 Q2	$827K	Hold	6,047	–	–	0.39%	30
2022 Q1	$1.06M	Buy	6,047 +255	+4%	+$42.9K	0.4%	27
2021 Q4	$1.03M	Hold	5,792	–	–	0.23%	29
2021 Q3	$820K	Hold	5,792	–	–	0.22%	31
2021 Q2	$793K	Hold	5,792	–	–	0.23%	30
2021 Q1	$707K	Buy	5,792 +220	+4%	+$28.2K	0.23%	29
2020 Q4	$739K	Buy	5,572 +1,500	+37%	+$180K	0.29%	25
2020 Q3	$472K	Hold	4,072	–	–	0.23%	28
2020 Q2	$371K	Sell	4,072 -3,500	-46%	-$271K	0.22%	33
2020 Q1	$481K	Buy	7,572 +576	+8%	+$42.4K	0.34%	26
2019 Q4	$514K	Buy	+6,996	New	+$450K	0.28%	26

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hyperion Capital Advisors's AAPL Position: Q1 2026 in Review

Hyperion Capital Advisors increased its Apple (AAPL) stake by 3.4% in Q1 2026, buying an estimated $54.7K and bringing the position to 6,458 shares worth $1.64M. The position accounts for 0.79% of the portfolio, ranked #21.

Hyperion Capital Advisors first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.7M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Hyperion Capital Advisors held 6,458 shares of Apple worth $1.64M as of Q1 2026.
Hyperion Capital Advisors bought 210 Apple shares in Q1 2026, an estimated $54.7K.
Apple made up 0.79% of Hyperion Capital Advisors's portfolio in Q1 2026, its #21 holding.
Hyperion Capital Advisors first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
Hyperion Capital Advisors's Apple position peaked at $1.7M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Hyperion Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.