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West Family Investments’s Apple AAPL Stock Holding History

West Family 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 		$12.8M Buy
44,337
+2,245
+5% +$642K 3.72% 3
2026
Q1 		$10.7M Sell
42,092
-23,263
-36% -$6.05M 3.75% 5
2025
Q4 		$17.8M Sell
65,355
-4,566
-7% -$1.23M 4.17% 3
2025
Q3 		$17.8M Buy
69,921
+1,146
+2% +$259K 3.98% 3
2025
Q2 		$14.1M Buy
68,775
+21,922
+47% +$4.43M 3.68% 4
2025
Q1 		$10.4M Buy
46,853
+1,644
+4% +$381K 3.92% 4
2024
Q4 		$11.3M Sell
45,209
-513
-1% -$121K 3.94% 2
2024
Q3 		$10.7M Buy
45,722
+6,546
+17% +$1.46M 3.63% 5
2024
Q2 		$8.25M Buy
39,176
+39
+0.1% +$7.27K 2.47% 8
2024
Q1 		$6.71M Buy
39,137
+344
+0.9% +$62.5K 2.08% 10
2023
Q4 		$7.47M Buy
38,793
+202
+0.5% +$37.3K 2.53% 8
2023
Q3 		$6.61M Buy
38,591
+63
+0.2% +$11.6K 2.3% 9
2023
Q2 		$7.47M Buy
+38,528
New +$6.71M 2.91% 4
2023
Q1 		– Sell
-38,578
Closed -$5.01M – 201
2022
Q4 		$5.01M Sell
38,578
-6,194
-14% -$885K 1.71% 16
2022
Q3 		$6.19M Buy
44,772
+19
+0% +$2.98K 2.58% 6
2022
Q2 		$6.12M Sell
44,753
-3,524
-7% -$534K 2.41% 6
2022
Q1 		$8.43M Buy
48,277
+122
+0.3% +$20.5K 2.4% 4
2021
Q4 		$8.55M Sell
48,155
-6,504
-12% -$1.03M 2.33% 7
2021
Q3 		$7.73M Buy
54,659
+4,513
+9% +$664K 2.01% 9
2021
Q2 		$6.87M Buy
+50,146
New +$6.5M 1.86% 7
2013
Q3 		– Sell
-14,000
Closed -$232K – 102
2013
Q2 		$198K Buy
+14,000
New +$215K 0.05% 90

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

West Family Investments's AAPL Position: Q2 2026 in Review

West Family Investments increased its Apple (AAPL) stake by 5.3% in Q2 2026, buying an estimated $642K and bringing the position to 44,337 shares worth $12.8M. The position accounts for 3.72% of the portfolio, ranked #3.

West Family Investments first reported a position in AAPL in Q2 2013 and has held it in 21 quarters since. The position peaked at $17.8M in Q3 2025. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • West Family Investments held 44,337 shares of Apple worth $12.8M as of Q2 2026.
  • West Family Investments bought 2,245 Apple shares in Q2 2026, an estimated $642K.
  • Apple made up 3.72% of West Family Investments's portfolio in Q2 2026, its #3 holding.
  • West Family Investments first reported a position in Apple in Q2 2013 and has held it in 21 quarters since.
  • West Family Investments's Apple position peaked at $17.8M in Q3 2025.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.