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Stonehearth Capital Management’s Apple AAPL Stock Holding History

Stonehearth Capital Management’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 		$3.47M Sell
11,977
-555
-4% -$159K 1.18% 16
2026
Q1 		$3.18M Sell
12,532
-3,041
-20% -$791K 1.26% 14
2025
Q4 		$4.23M Sell
15,573
-168
-1% -$45.1K 1.57% 14
2025
Q3 		$4.01M Sell
15,741
-10
-0.1% -$2.26K 1.55% 13
2025
Q2 		$3.23M Sell
15,751
-370
-2% -$74.7K 1.34% 15
2025
Q1 		$3.58M Sell
16,121
-372
-2% -$86.2K 1.48% 14
2024
Q4 		$4.13M Buy
16,493
+3,059
+23% +$721K 1.66% 14
2024
Q3 		$3.13M Sell
13,434
-236
-2% -$52.7K 1.24% 18
2024
Q2 		$2.88M Buy
13,670
+27
+0.2% +$5.04K 1.23% 18
2024
Q1 		$2.34M Sell
13,643
-165
-1% -$30K 1.06% 19
2023
Q4 		$2.66M Buy
13,808
+488
+4% +$90.1K 1.31% 17
2023
Q3 		$2.28M Sell
13,320
-28
-0.2% -$5.13K 1.24% 17
2023
Q2 		$2.59M Buy
13,348
+7
+0.1% +$1.22K 1.36% 17
2023
Q1 		$2.2M Sell
13,341
-343
-3% -$50.6K 1.18% 18
2022
Q4 		$1.78M Sell
13,684
-499
-4% -$71.3K 1% 19
2022
Q3 		$1.96M Sell
14,183
-159
-1% -$25K 1.2% 17
2022
Q2 		$2.11M Buy
14,342
+300
+2% +$45.4K 1.2% 17
2022
Q1 		$2.45M Buy
14,042
+405
+3% +$68.1K 1.27% 18
2021
Q4 		$2.42M Sell
13,637
-3,097
-19% -$489K 1.25% 16
2021
Q3 		$2.37M Buy
16,734
+364
+2% +$53.6K 1.23% 15
2021
Q2 		$2.24M Buy
16,370
+407
+3% +$52.7K 1.1% 17
2021
Q1 		$1.95M Buy
15,963
+57
+0.4% +$7.32K 1.06% 19
2020
Q4 		$2.11M Buy
15,906
+314
+2% +$37.8K 1.19% 18
2020
Q3 		$1.81M Sell
15,592
-1,652
-10% -$180K 1.2% 19
2020
Q2 		$1.68M Sell
17,244
-924
-5% -$71.6K 1.12% 19
2020
Q1 		$1.16M Sell
18,168
-3,484
-16% -$256K 0.94% 19
2019
Q4 		$1.59M Sell
21,652
-1,240
-5% -$79.8K 1.05% 16
2019
Q3 		$1.28M Buy
22,892
+1,632
+8% +$85.3K 0.94% 17
2019
Q2 		$1.05M Buy
21,260
+684
+3% +$33.3K 0.77% 19
2019
Q1 		$977K Buy
20,576
+400
+2% +$17K 0.75% 19
2018
Q4 		$796K Buy
20,176
+8,824
+78% +$428K 0.67% 20
2018
Q3 		$641K Hold
11,352
– – 0.49% 26
2018
Q2 		$525K Sell
11,352
-828
-7% -$37.5K 0.41% 28
2018
Q1 		$511K Sell
12,180
-84
-0.7% -$3.62K 0.4% 28
2017
Q4 		$519K Buy
12,264
+1,964
+19% +$82.1K 0.39% 28
2017
Q3 		$397K Buy
10,300
+608
+6% +$23.6K 0.31% 27
2017
Q2 		$349K Buy
9,692
+180
+2% +$6.66K 0.28% 27
2017
Q1 		$342K Buy
9,512
+80
+0.8% +$2.63K 0.27% 28
2016
Q4 		$273K Sell
9,432
-400
-4% -$11.3K 0.21% 31
2016
Q3 		$278K Sell
9,832
-168
-2% -$4.45K 0.22% 30
2016
Q2 		$239K Sell
10,000
-732
-7% -$18.2K 0.19% 28
2016
Q1 		$292K Sell
10,732
-828
-7% -$20.6K 0.26% 27
2015
Q4 		$304K Buy
+11,560
New +$330K 0.2% 34

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Stonehearth Capital Management's AAPL Position: Q2 2026 in Review

Stonehearth Capital Management reduced its Apple (AAPL) stake by 4.4% in Q2 2026, selling an estimated $159K and leaving 11,977 shares worth $3.47M. The position accounts for 1.18% of the portfolio, ranked #16.

Stonehearth Capital Management first reported a position in AAPL in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.23M in Q4 2025. 1,806 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Stonehearth Capital Management held 11,977 shares of Apple worth $3.47M as of Q2 2026.
  • Stonehearth Capital Management sold 555 Apple shares in Q2 2026, an estimated $159K.
  • Apple made up 1.18% of Stonehearth Capital Management's portfolio in Q2 2026, its #16 holding.
  • Stonehearth Capital Management first reported a position in Apple in Q4 2015 and has held it in 43 quarters since.
  • Stonehearth Capital Management's Apple position peaked at $4.23M in Q4 2025.
  • 1,806 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.