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First Western Trust Bank’s Apple AAPL Stock Holding History

First Western Trust Bank’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 		$33.8M Sell
116,839
-1,986
-2% -$568K 1.65% 10
2026
Q1 		$30.2M Buy
118,825
+1,726
+1% +$449K 1.52% 10
2025
Q4 		$31.8M Buy
117,099
+2,578
+2% +$692K 1.57% 7
2025
Q3 		$29.2M Sell
114,521
-1,169
-1% -$264K 1.34% 9
2025
Q2 		$23.7M Buy
115,690
+3,587
+3% +$724K 1.07% 10
2025
Q1 		$24.9M Sell
112,103
-3,246
-3% -$752K 1.19% 9
2024
Q4 		$28.9M Sell
115,349
-74
-0.1% -$17.4K 1.33% 9
2024
Q3 		$26.9M Sell
115,423
-2,645
-2% -$591K 1.21% 9
2024
Q2 		$24.9M Buy
118,068
+23,971
+25% +$4.47M 1.18% 10
2024
Q1 		$16.1M Sell
94,097
-22,477
-19% -$4.09M 0.73% 10
2023
Q4 		$22.4M Sell
116,574
-2,615
-2% -$483K 1.12% 9
2023
Q3 		$20.4M Sell
119,189
-11,609
-9% -$2.13M 1.1% 10
2023
Q2 		$25.4M Sell
130,798
-5,356
-4% -$933K 1.24% 10
2023
Q1 		$22.5M Buy
136,154
+43
+0% +$6.34K 1.17% 8
2022
Q4 		$17.7M Buy
136,111
+23,512
+21% +$3.36M 1.01% 9
2022
Q3 		$15.6M Buy
112,599
+1,835
+2% +$288K 1.05% 9
2022
Q2 		$15.4M Sell
110,764
-9,060
-8% -$1.37M 1.02% 9
2022
Q1 		$21.3M Buy
+119,824
New +$20.2M 1.09% 8

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
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
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

First Western Trust Bank's AAPL Position: Q2 2026 in Review

First Western Trust Bank reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $568K and leaving 116,839 shares worth $33.8M. The position accounts for 1.65% of the portfolio, ranked #10.

First Western Trust Bank first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. 2,959 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • First Western Trust Bank held 116,839 shares of Apple worth $33.8M as of Q2 2026.
  • First Western Trust Bank sold 1,986 Apple shares in Q2 2026, an estimated $568K.
  • Apple made up 1.65% of First Western Trust Bank's portfolio in Q2 2026, its #10 holding.
  • First Western Trust Bank first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • 2,959 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.