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YHB Investment Advisors’s Apple AAPL Stock Holding History

YHB Investment 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
Q2 		$95.7M Buy
330,559
+5,102
+2% +$1.46M 6.13% 1
2026
Q1 		$82.6M Sell
325,457
-5,960
-2% -$1.55M 5.92% 1
2025
Q4 		$90.1M Sell
331,417
-10,036
-3% -$2.69M 6.22% 1
2025
Q3 		$86.9M Sell
341,453
-1,968
-0.6% -$445K 6.36% 1
2025
Q2 		$70.5M Sell
343,421
-5,324
-2% -$1.08M 5.44% 2
2025
Q1 		$77.5M Sell
348,745
-4,733
-1% -$1.1M 6.47% 1
2024
Q4 		$88.5M Sell
353,478
-3,616
-1% -$852K 7.27% 1
2024
Q3 		$83.2M Sell
357,094
-4,294
-1% -$959K 6.89% 1
2024
Q2 		$76.1M Sell
361,388
-6,253
-2% -$1.17M 6.55% 1
2024
Q1 		$63M Sell
367,641
-4,250
-1% -$773K 5.59% 2
2023
Q4 		$71.6M Sell
371,891
-24,473
-6% -$4.52M 6.93% 1
2023
Q3 		$67.9M Sell
396,364
-2,366
-0.6% -$434K 6.26% 1
2023
Q2 		$77.3M Sell
398,730
-6,603
-2% -$1.15M 7.21% 1
2023
Q1 		$66.8M Sell
405,333
-3,046
-0.7% -$449K 6.7% 1
2022
Q4 		$53.1M Sell
408,379
-5,872
-1% -$839K 5.66% 1
2022
Q3 		$57.2M Sell
414,251
-2,835
-0.7% -$445K 6.37% 1
2022
Q2 		$57M Sell
417,086
-3,702
-0.9% -$561K 6.01% 1
2022
Q1 		$73.5M Sell
420,788
-13,206
-3% -$2.22M 6.49% 1
2021
Q4 		$77.1M Sell
433,994
-5,892
-1% -$931K 6.11% 1
2021
Q3 		$62.2M Sell
439,886
-7,134
-2% -$1.05M 5.37% 1
2021
Q2 		$61.2M Sell
447,020
-4,284
-0.9% -$555K 5.22% 1
2021
Q1 		$60.5M Sell
451,304
-3,127
-0.7% -$401K 5.24% 1
2020
Q4 		$60.3M Buy
454,431
+18,665
+4% +$2.25M 5.74% 1
2020
Q3 		$50.5M Sell
435,766
-48,986
-10% -$5.35M 5.48% 1
2020
Q2 		$44.2M Sell
484,752
-2,972
-0.6% -$230K 6.38% 1
2020
Q1 		$31M Sell
487,724
-5,884
-1% -$433K 5.35% 1
2019
Q4 		$36.2M Sell
493,608
-19,596
-4% -$1.26M 5.17% 1
2019
Q3 		$28.7M Buy
513,204
+14,264
+3% +$746K 4.38% 1
2019
Q2 		$24.7M Sell
498,940
-16,828
-3% -$820K 3.92% 2
2019
Q1 		$24.5M Sell
515,768
-256
-0% -$10.9K 3.84% 1
2018
Q4 		$20.3M Buy
516,024
+30,860
+6% +$1.5M 3.64% 2
2018
Q3 		$27.4M Sell
485,164
-5,464
-1% -$285K 4.13% 2
2018
Q2 		$22.7M Sell
490,628
-3,140
-0.6% -$142K 3.71% 2
2018
Q1 		$20.7M Buy
493,768
+2,872
+0.6% +$124K 3.51% 3
2017
Q4 		$20.8M Sell
490,896
-8,812
-2% -$368K 3.54% 3
2017
Q3 		$19.3M Sell
499,708
-45,048
-8% -$1.75M 3.44% 2
2017
Q2 		$19.6M Buy
544,756
+38,652
+8% +$1.43M 3.37% 3
2017
Q1 		$18.2M Buy
506,104
+8,124
+2% +$268K 3.49% 1
2016
Q4 		$14.4M Buy
497,980
+8,236
+2% +$234K 3% 3
2016
Q3 		$13.8M Sell
489,744
-9,592
-2% -$254K 3.34% 1
2016
Q2 		$11.9M Sell
499,336
-8,564
-2% -$213K 2.62% 6
2016
Q1 		$13.8M Sell
507,900
-6,524
-1% -$163K 3.74% 1
2015
Q4 		$13.5M Buy
514,424
+17,492
+4% +$500K 3.07% 3
2015
Q3 		$13.7M Sell
496,932
-1,360
-0.3% -$39.9K 3.24% 2
2015
Q2 		$15.6M Buy
498,292
+9,848
+2% +$315K 3.41% 1
2015
Q1 		$15.2M Buy
488,444
+1,552
+0.3% +$46.9K 3.41% 1
2014
Q4 		$13.4M Buy
486,892
+2,636
+0.5% +$71.7K 3.08% 1
2014
Q3 		$12.2M Buy
484,256
+2,928
+0.6% +$71.9K 2.93% 4
2014
Q2 		$11.2M Buy
481,328
+316
+0.1% +$6.72K 2.7% 4
2014
Q1 		$9.22M Sell
481,012
-8,260
-2% -$157K 2.34% 8
2013
Q4 		$9.8M Sell
489,272
-420
-0.1% -$7.93K 2.63% 3
2013
Q3 		$8.34M Sell
489,692
-6,888
-1% -$114K 2.47% 5
2013
Q2 		$7.03M Buy
+496,580
New +$7.64M 2.19% 7

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

YHB Investment Advisors's AAPL Position: Q2 2026 in Review

YHB Investment Advisors increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $1.46M and bringing the position to 330,559 shares worth $95.7M. The position accounts for 6.13% of the portfolio, ranked #1.

YHB Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • YHB Investment Advisors held 330,559 shares of Apple worth $95.7M as of Q2 2026.
  • YHB Investment Advisors bought 5,102 Apple shares in Q2 2026, an estimated $1.46M.
  • Apple made up 6.13% of YHB Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • YHB Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.