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W.H. Cornerstone Investments’s Apple AAPL Stock Holding History

W.H. Cornerstone Investments’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
Q1 		$6.82M Sell
26,858
-846
-3% -$220K 4.26% 3
2025
Q4 		$7.53M Sell
27,704
-507
-2% -$136K 4.54% 2
2025
Q3 		$7.18M Sell
28,211
-385
-1% -$87K 4.38% 2
2025
Q2 		$5.87M Buy
28,596
+57
+0.2% +$11.5K 3.72% 5
2025
Q1 		$6.34M Sell
28,539
-278
-1% -$64.4K 4.38% 5
2024
Q4 		$7.22M Sell
28,817
-589
-2% -$139K 4.82% 4
2024
Q3 		$6.85M Buy
29,406
+307
+1% +$68.6K 4.63% 4
2024
Q2 		$6.13M Sell
29,099
-205
-0.7% -$38.2K 4.34% 5
2024
Q1 		$5.03M Sell
29,304
-3,369
-10% -$613K 3.62% 6
2023
Q4 		$6.29M Buy
32,673
+965
+3% +$178K 4.99% 3
2023
Q3 		$5.43M Buy
31,708
+228
+0.7% +$41.8K 4.77% 2
2023
Q2 		$6.11M Sell
31,480
-1,118
-3% -$195K 5.46% 2
2023
Q1 		$5.38M Buy
32,598
+1,645
+5% +$243K 4.88% 2
2022
Q4 		$4.17M Sell
30,953
-1,952
-6% -$279K 3.96% 2
2022
Q3 		$4.57M Buy
+32,905
New +$5.16M 4.82% 2

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

W.H. Cornerstone Investments's AAPL Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Apple (AAPL) stake by 3.1% in Q1 2026, selling an estimated $220K and leaving 26,858 shares worth $6.82M. The position accounts for 4.26% of the portfolio, ranked #3.

W.H. Cornerstone Investments first reported a position in AAPL in Q3 2022 and has held it in 15 quarters since. The position peaked at $7.53M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • W.H. Cornerstone Investments held 26,858 shares of Apple worth $6.82M as of Q1 2026.
  • W.H. Cornerstone Investments sold 846 Apple shares in Q1 2026, an estimated $220K.
  • Apple made up 4.26% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #3 holding.
  • W.H. Cornerstone Investments first reported a position in Apple in Q3 2022 and has held it in 15 quarters since.
  • W.H. Cornerstone Investments's Apple position peaked at $7.53M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.