WESCAP Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.54M | Sell |
37,575
-787
| -2% | -$205K | 1.88% | 16 |
|
|
2025
Q4 | $10.4M | Sell |
38,362
-535
| -1% | -$144K | 2.11% | 14 |
|
|
2025
Q3 | $9.9M | Buy |
38,897
+16,257
| +72% | +$3.67M | 2.08% | 14 |
|
|
2025
Q2 | $4.65M | Sell |
22,640
-40,955
| -64% | -$8.27M | 1.06% | 26 |
|
|
2025
Q1 | $14.1M | Sell |
63,595
-12,683
| -17% | -$2.94M | 3.45% | 9 |
|
|
2024
Q4 | $19.1M | Buy |
76,278
+53,123
| +229% | +$12.5M | 4.64% | 6 |
|
|
2024
Q3 | $5.4M | Sell |
23,155
-4,772
| -17% | -$1.07M | 1.35% | 19 |
|
|
2024
Q2 | $5.88M | Buy |
27,927
+551
| +2% | +$103K | 1.67% | 18 |
|
|
2024
Q1 | $4.69M | Buy |
27,376
+48
| +0.2% | +$8.73K | 1.36% | 20 |
|
|
2023
Q4 | $5.26M | Hold |
27,328
| – | – | 1.7% | 18 |
|
|
2023
Q3 | $4.68M | Hold |
27,328
| – | – | 1.67% | 17 |
|
|
2023
Q2 | $5.3M | Sell |
27,328
-1,129
| -4% | -$197K | 1.85% | 16 |
|
|
2023
Q1 | $4.69M | Buy |
28,457
+2,776
| +11% | +$410K | 1.65% | 17 |
|
|
2022
Q4 | $3.34M | Sell |
25,681
-20
| -0.1% | -$2.86K | 1.17% | 24 |
|
|
2022
Q3 | $3.55M | Sell |
25,701
-26
| -0.1% | -$4.08K | 1.36% | 22 |
|
|
2022
Q2 | $3.52M | Hold |
25,727
| – | – | 1.2% | 24 |
|
|
2022
Q1 | $4.49M | Hold |
25,727
| – | – | 1.27% | 21 |
|
|
2021
Q4 | $4.57M | Sell |
25,727
-283
| -1% | -$44.7K | 1.26% | 23 |
|
|
2021
Q3 | $3.68M | Hold |
26,010
| – | – | 1.07% | 25 |
|
|
2021
Q2 | $3.56M | Sell |
26,010
-320
| -1% | -$41.5K | 1.03% | 28 |
|
|
2021
Q1 | $3.22M | Sell |
26,330
-738
| -3% | -$94.7K | 0.89% | 30 |
|
|
2020
Q4 | $3.59M | Sell |
27,068
-1,138
| -4% | -$137K | 1.07% | 26 |
|
|
2020
Q3 | $3.27M | Sell |
28,206
-618
| -2% | -$67.4K | 1.09% | 25 |
|
|
2020
Q2 | $2.63M | Buy |
28,824
+1,600
| +6% | +$124K | 0.93% | 25 |
|
|
2020
Q1 | $1.73M | Sell |
27,224
-4,032
| -13% | -$297K | 0.72% | 34 |
|
|
2019
Q4 | $2.29M | Sell |
31,256
-1,892
| -6% | -$122K | 0.89% | 26 |
|
|
2019
Q3 | $1.86M | Buy |
33,148
+956
| +3% | +$50K | 0.76% | 31 |
|
|
2019
Q2 | $1.59M | Buy |
32,192
+100
| +0.3% | +$4.87K | 0.66% | 35 |
|
|
2019
Q1 | $1.52M | Buy |
32,092
+4,000
| +14% | +$170K | 0.65% | 35 |
|
|
2018
Q4 | $1.11M | Sell |
28,092
-1,564
| -5% | -$75.8K | 0.53% | 38 |
|
|
2018
Q3 | $1.67M | Sell |
29,656
-2,052
| -6% | -$107K | 0.85% | 28 |
|
|
2018
Q2 | $1.47M | Hold |
31,708
| – | – | 0.71% | 31 |
|
|
2018
Q1 | $1.33M | Buy |
31,708
+512
| +2% | +$22K | 0.53% | 41 |
|
|
2017
Q4 | $1.32M | Buy |
31,196
+6,044
| +24% | +$253K | 0.52% | 46 |
|
|
2017
Q3 | $969K | Sell |
25,152
-5,460
| -18% | -$212K | 0.44% | 44 |
|
|
2017
Q2 | $1.1M | Sell |
30,612
-184
| -0.6% | -$6.8K | 0.52% | 42 |
|
|
2017
Q1 | $1.11M | Sell |
30,796
-17,572
| -36% | -$579K | 0.54% | 41 |
|
|
2016
Q4 | $1.4M | Buy |
48,368
+696
| +1% | +$19.7K | 0.72% | 32 |
|
|
2016
Q3 | $1.35M | Buy |
47,672
+5,808
| +14% | +$154K | 0.7% | 32 |
|
|
2016
Q2 | $1M | Sell |
41,864
-828
| -2% | -$20.6K | 0.49% | 40 |
|
|
2016
Q1 | $1.16M | Buy |
+42,692
| New | +$1.06M | 0.59% | 31 |
|
Other funds holding AAPL
VCM
VPM
WESCAP Management Group's AAPL Position: Q1 2026 in Review
WESCAP Management Group reduced its Apple (AAPL) stake by 2.1% in Q1 2026, selling an estimated $205K and leaving 37,575 shares worth $9.54M. The position accounts for 1.88% of the portfolio, ranked #16.
WESCAP Management Group first reported a position in AAPL in Q1 2016 and has held it in 41 quarters since. The position peaked at $19.1M in Q4 2024. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- WESCAP Management Group held 37,575 shares of Apple worth $9.54M as of Q1 2026.
- WESCAP Management Group sold 787 Apple shares in Q1 2026, an estimated $205K.
- Apple made up 1.88% of WESCAP Management Group's portfolio in Q1 2026, its #16 holding.
- WESCAP Management Group first reported a position in Apple in Q1 2016 and has held it in 41 quarters since.
- WESCAP Management Group's Apple position peaked at $19.1M in Q4 2024.
- 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.