Taylor Hoffman Capital Management
AAPL icon

Taylor Hoffman Capital Management’s Apple AAPL Stock Holding History

Taylor Hoffman 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
Q3 		$29.1M Sell
87,388
-3,010
-3% -$967K 7.24% 1
2026
Q2 		$26.2M Sell
90,398
-42
-0% -$12K 6.36% 3
2026
Q1 		$23M Sell
90,440
-2,503
-3% -$651K 7.07% 1
2025
Q4 		$25.3M Sell
92,943
-1,423
-2% -$382K 7.67% 1
2025
Q3 		$24M Sell
94,366
-448
-0.5% -$101K 7.57% 1
2025
Q2 		$19.5M Sell
94,814
-149
-0.2% -$30.1K 6.65% 1
2025
Q1 		$21.2M Sell
94,963
-11
-0% -$2.55K 7.86% 1
2024
Q4 		$23.8M Sell
94,974
-1,297
-1% -$306K 8.64% 1
2024
Q3 		$21.7M Buy
+96,271
New +$21.5M 8.34% 1

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Taylor Hoffman Capital Management's AAPL Position: Q3 2026 in Review

Taylor Hoffman Capital Management reduced its Apple (AAPL) stake by 3.3% in Q3 2026, selling an estimated $967K and leaving 87,388 shares worth $29.1M. The position accounts for 7.24% of the portfolio, ranked #1.

Taylor Hoffman Capital Management first reported a position in AAPL in Q3 2024 and has held it in 9 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Taylor Hoffman Capital Management held 87,388 shares of Apple worth $29.1M as of Q3 2026.
  • Taylor Hoffman Capital Management sold 3,010 Apple shares in Q3 2026, an estimated $967K.
  • Apple made up 7.24% of Taylor Hoffman Capital Management's portfolio in Q3 2026, its #1 holding.
  • Taylor Hoffman Capital Management first reported a position in Apple in Q3 2024 and has held it in 9 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.