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Wescott Financial Advisory Group’s Apple AAPL Stock Holding History

Wescott Financial Advisory Group’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 		$19.5M Buy
67,427
+5,038
+8% +$1.44M 1.51% 18
2026
Q1 		$15.8M Buy
62,389
+3,127
+5% +$814K 1.39% 19
2025
Q4 		$16.1M Sell
59,262
-1,934
-3% -$519K 1.41% 17
2025
Q3 		$15.6M Buy
61,196
+4,819
+9% +$1.09M 1.4% 17
2025
Q2 		$11.6M Sell
56,377
-777
-1% -$157K 1.11% 19
2025
Q1 		$12.7M Sell
57,154
-928
-2% -$215K 1.32% 18
2024
Q4 		$14.5M Buy
58,082
+1,842
+3% +$434K 1.51% 18
2024
Q3 		$13.1M Sell
56,240
-388
-0.7% -$86.6K 1.41% 17
2024
Q2 		$11.9M Sell
56,628
-2,639
-4% -$492K 1.39% 15
2024
Q1 		$10.2M Sell
59,267
-19,734
-25% -$3.59M 1.26% 16
2023
Q4 		$15.2M Buy
79,001
+674
+0.9% +$124K 2.13% 12
2023
Q3 		$13.4M Sell
78,327
-5,588
-7% -$1.02M 2.45% 12
2023
Q2 		$16.3M Buy
83,915
+17,611
+27% +$3.07M 2.88% 12
2023
Q1 		$10.9M Buy
66,304
+1,148
+2% +$169K 2.38% 12
2022
Q4 		$8.47M Buy
65,156
+204
+0.3% +$29.2K 1.83% 14
2022
Q3 		$8.98M Sell
64,952
-6,198
-9% -$973K 2.5% 10
2022
Q2 		$9.73M Sell
71,150
-617
-0.9% -$93.4K 2.64% 10
2022
Q1 		$12.5M Buy
71,767
+20,210
+39% +$3.4M 3.23% 6
2021
Q4 		$9.15M Sell
51,557
-1,803
-3% -$285K 4.71% 5
2021
Q3 		$7.55M Sell
53,360
-156
-0.3% -$23K 4.27% 5
2021
Q2 		$7.76M Sell
53,516
-8,412
-14% -$1.09M 4.57% 4
2021
Q1 		$7.56M Buy
61,928
+42,522
+219% +$5.46M 4.91% 4
2020
Q4 		$2.58M Buy
+19,406
New +$2.33M 1.81% 7

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

Wescott Financial Advisory Group's AAPL Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Apple (AAPL) stake by 8.1% in Q2 2026, buying an estimated $1.44M and bringing the position to 67,427 shares worth $19.5M. The position accounts for 1.51% of the portfolio, ranked #18.

Wescott Financial Advisory Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wescott Financial Advisory Group held 67,427 shares of Apple worth $19.5M as of Q2 2026.
  • Wescott Financial Advisory Group bought 5,038 Apple shares in Q2 2026, an estimated $1.44M.
  • Apple made up 1.51% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Wescott Financial Advisory Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.