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Leeward Financial Partners’s Apple AAPL Stock Holding History

Leeward Financial Partners’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 		$16M Sell
55,191
-533
-1% -$152K 4.19% 4
2026
Q1 		$14.1M Sell
55,724
-2,345
-4% -$610K 4.21% 4
2025
Q4 		$15.8M Sell
58,069
-3,002
-5% -$806K 4.44% 4
2025
Q3 		$15.6M Buy
61,071
+863
+1% +$195K 4.42% 4
2025
Q2 		$12.4M Buy
60,208
+13,560
+29% +$2.74M 3.91% 4
2025
Q1 		$10.4M Buy
46,648
+999
+2% +$231K 3.87% 6
2024
Q4 		$11.4M Buy
45,649
+510
+1% +$120K 4.08% 6
2024
Q3 		$10.5M Buy
45,139
+2,786
+7% +$622K 3.97% 6
2024
Q2 		$8.92M Buy
42,353
+1,128
+3% +$210K 3.62% 8
2024
Q1 		$7.07M Sell
41,225
-6,970
-14% -$1.27M 2.99% 8
2023
Q4 		$9.28M Sell
48,195
-7
-0% -$1.29K 4.48% 5
2023
Q3 		$8.25M Buy
48,202
+3,161
+7% +$580K 4.57% 5
2023
Q2 		$8.74M Buy
45,041
+1,246
+3% +$217K 5.02% 3
2023
Q1 		$7.22M Buy
43,795
+1,274
+3% +$188K 4.42% 3
2022
Q4 		$5.52M Sell
42,521
-224
-0.5% -$32K 3.82% 4
2022
Q3 		$5.91M Buy
42,745
+371
+0.9% +$58.2K 4.24% 4
2022
Q2 		$5.79M Buy
42,374
+6,118
+17% +$927K 3.98% 4
2022
Q1 		$6.33M Sell
36,256
-151
-0.4% -$25.4K 3.91% 4
2021
Q4 		$6.46M Buy
+36,407
New +$5.75M 4.04% 3

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Leeward Financial Partners's AAPL Position: Q2 2026 in Review

Leeward Financial Partners reduced its Apple (AAPL) stake by 0.96% in Q2 2026, selling an estimated $152K and leaving 55,191 shares worth $16M. The position accounts for 4.19% of the portfolio, ranked #4.

Leeward Financial Partners first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Leeward Financial Partners held 55,191 shares of Apple worth $16M as of Q2 2026.
  • Leeward Financial Partners sold 533 Apple shares in Q2 2026, an estimated $152K.
  • Apple made up 4.19% of Leeward Financial Partners's portfolio in Q2 2026, its #4 holding.
  • Leeward Financial Partners first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.