West Branch Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $43M | Sell |
148,498
-2,957
| -2% | -$846K | 9.99% | 1 |
|
|
2026
Q1 | $38.4M | Buy |
151,455
+514
| +0.3% | +$134K | 10.29% | 1 |
|
|
2025
Q4 | $41M | Sell |
150,941
-1,284
| -0.8% | -$345K | 10.57% | 1 |
|
|
2025
Q3 | $38.8M | Sell |
152,225
-390
| -0.3% | -$88.1K | 10.17% | 2 |
|
|
2025
Q2 | $31.3M | Sell |
152,615
-2,269
| -1% | -$458K | 9.26% | 2 |
|
|
2025
Q1 | $34.4M | Buy |
154,884
+147
| +0.1% | +$34.1K | 11.48% | 1 |
|
|
2024
Q4 | $38.7M | Buy |
154,737
+1,995
| +1% | +$470K | 12.36% | 1 |
|
|
2024
Q3 | $35.6M | Buy |
152,742
+598
| +0.4% | +$134K | 12.31% | 1 |
|
|
2024
Q2 | $32M | Sell |
152,144
-1,940
| -1% | -$362K | 11.9% | 1 |
|
|
2024
Q1 | $26.4M | Buy |
154,084
+12,213
| +9% | +$2.22M | 10.66% | 1 |
|
|
2023
Q4 | $27.3M | Buy |
141,871
+3,835
| +3% | +$708K | 12.84% | 1 |
|
|
2023
Q3 | $23.6M | Sell |
138,036
-1,588
| -1% | -$291K | 12.4% | 1 |
|
|
2023
Q2 | $27.1M | Sell |
139,624
-179
| -0.1% | -$31.2K | 13.51% | 1 |
|
|
2023
Q1 | $23.1M | Buy |
139,803
+3,145
| +2% | +$464K | 12.84% | 1 |
|
|
2022
Q4 | $17.8M | Sell |
136,658
-177
| -0.1% | -$25.3K | 10.97% | 1 |
|
|
2022
Q3 | $18.9M | Sell |
136,835
-528
| -0.4% | -$82.9K | 11.75% | 1 |
|
|
2022
Q2 | $18.8M | Sell |
137,363
-2,837
| -2% | -$430K | 10.86% | 1 |
|
|
2022
Q1 | $24.5M | Sell |
140,200
-8,687
| -6% | -$1.46M | 11.7% | 1 |
|
|
2021
Q4 | $26.4M | Buy |
148,887
+1,062
| +0.7% | +$168K | 11.25% | 1 |
|
|
2021
Q3 | $20.9M | Sell |
147,825
-927
| -0.6% | -$136K | 10.06% | 1 |
|
|
2021
Q2 | $20.4M | Buy |
148,752
+307
| +0.2% | +$39.8K | 10.01% | 1 |
|
|
2021
Q1 | $18.1M | Sell |
148,445
-1,765
| -1% | -$227K | 10.61% | 1 |
|
|
2020
Q4 | $19.9M | Sell |
150,210
-3,120
| -2% | -$375K | 11.78% | 1 |
|
|
2020
Q3 | $17.8M | Sell |
153,330
-4,462
| -3% | -$487K | 11.33% | 1 |
|
|
2020
Q2 | $14.4M | Buy |
157,792
+3,668
| +2% | +$284K | 10.14% | 1 |
|
|
2020
Q1 | $9.8M | Sell |
154,124
-2,424
| -2% | -$178K | 9.36% | 1 |
|
|
2019
Q4 | $11.5M | Sell |
156,548
-6,784
| -4% | -$436K | 8% | 1 |
|
|
2019
Q3 | $9.14M | Sell |
163,332
-2,308
| -1% | -$121K | 6.77% | 2 |
|
|
2019
Q2 | $8.2M | Sell |
165,640
-996
| -0.6% | -$48.5K | 6.76% | 2 |
|
|
2019
Q1 | $7.91M | Buy |
166,636
+6,964
| +4% | +$295K | 7.08% | 2 |
|
|
2018
Q4 | $6.3M | Sell |
159,672
-13,100
| -8% | -$635K | 6.63% | 3 |
|
|
2018
Q3 | $9.75M | Sell |
172,772
-3,016
| -2% | -$157K | 7.23% | 1 |
|
|
2018
Q2 | $8.13M | Buy |
175,788
+34,204
| +24% | +$1.55M | 6.41% | 2 |
|
|
2018
Q1 | $5.94M | Buy |
+141,584
| New | +$6.1M | 6.52% | 2 |
|
Other funds holding AAPL
West Branch Capital's AAPL Position: Q2 2026 in Review
West Branch Capital reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $846K and leaving 148,498 shares worth $43M. The position accounts for 9.99% of the portfolio, ranked #1.
West Branch Capital first reported a position in AAPL in Q1 2018 and has held it in 34 quarters since. 2,961 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- West Branch Capital held 148,498 shares of Apple worth $43M as of Q2 2026.
- West Branch Capital sold 2,957 Apple shares in Q2 2026, an estimated $846K.
- Apple made up 9.99% of West Branch Capital's portfolio in Q2 2026, its #1 holding.
- West Branch Capital first reported a position in Apple in Q1 2018 and has held it in 34 quarters since.
- 2,961 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.