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James Hambro & Partners’s Apple AAPL Stock Holding History

James Hambro & 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 		$743K Buy
2,568
+128
+5% +$36.6K 0.03% 41
2026
Q1 		$619K Buy
2,440
+70
+3% +$18.2K 0.02% 40
2025
Q4 		$644K Buy
2,370
+11
+0.5% +$2.95K 0.02% 39
2025
Q3 		$600K Sell
2,359
-274
-10% -$61.9K 0.02% 39
2025
Q2 		$540K Sell
2,633
-2,071
-44% -$418K 0.02% 37
2025
Q1 		$1.04M Buy
4,704
+120
+3% +$27.8K 0.04% 32
2024
Q4 		$1.15M Sell
4,584
-433
-9% -$102K 0.05% 32
2024
Q3 		$1.17M Sell
5,017
-519
-9% -$116K 0.05% 33
2024
Q2 		$1.17M Sell
5,536
-926
-14% -$173K 0.05% 32
2024
Q1 		$1.11M Sell
6,462
-1,703
-21% -$310K 0.05% 33
2023
Q4 		$1.57M Sell
8,165
-2,177
-21% -$402K 0.08% 30
2023
Q3 		$1.77M Sell
10,342
-61
-0.6% -$11.2K 0.11% 31
2023
Q2 		$2.02M Buy
10,403
+1,185
+13% +$206K 0.13% 29
2023
Q1 		$1.52M Buy
9,218
+584
+7% +$86.2K 0.11% 30
2022
Q4 		$1.12M Sell
8,634
-4,108
-32% -$587K 0.09% 30
2022
Q3 		$1.76M Sell
12,742
-830
-6% -$130K 0.15% 28
2022
Q2 		$1.86M Sell
13,572
-1,464
-10% -$222K 0.15% 26
2022
Q1 		$2.63M Sell
15,036
-405
-3% -$68.1K 0.19% 27
2021
Q4 		$2.74M Sell
15,441
-60
-0.4% -$9.48K 0.19% 28
2021
Q3 		$2.19M Buy
15,501
+4,858
+46% +$715K 0.16% 28
2021
Q2 		$1.46M Buy
10,643
+430
+4% +$55.7K 0.12% 30
2021
Q1 		$1.25M Sell
10,213
-912
-8% -$117K 0.12% 32
2020
Q4 		$1.48M Buy
11,125
+5,265
+90% +$633K 0.17% 27
2020
Q3 		$678K Buy
5,860
+780
+15% +$85.1K 0.1% 33
2020
Q2 		$463K Sell
5,080
-1,336
-21% -$104K 0.07% 39
2020
Q1 		$408K Hold
6,416
– – 0.08% 37
2019
Q4 		$471K Hold
6,416
– – 0.08% 39
2019
Q3 		$359K Buy
+6,416
New +$335K 0.07% 40
2019
Q1 		$392K Sell
8,252
-5,408
-40% -$229K 0.11% 37
2018
Q4 		$539K Buy
+13,660
New +$662K 0.21% 27
2018
Q2 		– Sell
-61,136
Closed -$2.57M – 23
2018
Q1 		$2.57M Buy
+61,136
New +$2.63M 1.01% 14

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

James Hambro & Partners's AAPL Position: Q2 2026 in Review

James Hambro & Partners increased its Apple (AAPL) stake by 5.2% in Q2 2026, buying an estimated $36.6K and bringing the position to 2,568 shares worth $743K. The position accounts for 0.03% of the portfolio, ranked #41.

James Hambro & Partners first reported a position in AAPL in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.74M in Q4 2021. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • James Hambro & Partners held 2,568 shares of Apple worth $743K as of Q2 2026.
  • James Hambro & Partners bought 128 Apple shares in Q2 2026, an estimated $36.6K.
  • Apple made up 0.03% of James Hambro & Partners's portfolio in Q2 2026, its #41 holding.
  • James Hambro & Partners first reported a position in Apple in Q1 2018 and has held it in 31 quarters since.
  • James Hambro & Partners's Apple position peaked at $2.74M in Q4 2021.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.