21 West Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.69M Sell
5,834
-1
-0% -$286 1.44% 26
2026
Q1
$1.48M Sell
5,835
-46
-0.8% -$12K 1.38% 27
2025
Q4
$1.6M Sell
5,881
-10
-0.2% -$2.69K 1.46% 25
2025
Q3
$1.5M Sell
5,891
-33
-0.6% -$7.46K 1.42% 26
2025
Q2
$1.22M Buy
+5,924
New +$1.2M 1.23% 31

Other funds holding AAPL

21 West Wealth Management's AAPL Position: Q2 2026 in Review

21 West Wealth Management reduced its Apple (AAPL) stake by 0.02% in Q2 2026, selling an estimated $286 and leaving 5,834 shares worth $1.69M. The position accounts for 1.44% of the portfolio, ranked #26.

21 West Wealth Management first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • 21 West Wealth Management held 5,834 shares of Apple worth $1.69M as of Q2 2026.
  • 21 West Wealth Management sold 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 1.44% of 21 West Wealth Management's portfolio in Q2 2026, its #26 holding.
  • 21 West Wealth Management first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.