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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
Q2 		$7.62M Sell
26,318
-540
-2% -$154K 4.31% 3
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 $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

W.H. Cornerstone Investments's AAPL Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $154K and leaving 26,318 shares worth $7.62M. The position accounts for 4.31% of the portfolio, ranked #3.

W.H. Cornerstone Investments first reported a position in AAPL in Q3 2022 and has held it in 16 quarters since. 6,133 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • W.H. Cornerstone Investments held 26,318 shares of Apple worth $7.62M as of Q2 2026.
  • W.H. Cornerstone Investments sold 540 Apple shares in Q2 2026, an estimated $154K.
  • Apple made up 4.31% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #3 holding.
  • W.H. Cornerstone Investments first reported a position in Apple in Q3 2022 and has held it in 16 quarters since.
  • 6,133 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.