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
2017 Q1	–	Sell	-6,400	Closed	-$1.32M	–	92
2016 Q4	$1.32M	Sell	6,400 -400	-6%	-$11.3K	0.23%	63
2016 Q3	$1.43M	Hold	6,800	–	–	0.27%	62
2016 Q2	$433K	Buy	6,800 +800	+13%	+$19.9K	0.08%	91
2016 Q1	$1.44M	Sell	6,000 -3,600	-38%	-$89.7K	0.24%	61
2015 Q4	$730K	Hold	9,600	–	–	0.19%	73
2015 Q3	$2.07M	Hold	9,600	–	–	0.43%	39
2015 Q2	$4.55M	Hold	9,600	–	–	0.97%	23
2015 Q1	$4.82M	Buy	9,600 +1,204	+14%	+$36.4K	0.99%	25
2014 Q4	$3.05M	Sell	8,396 -3,104	-27%	-$84.5K	0.6%	33
2014 Q3	$3.71M	Buy	11,500 +8,000	+229%	+$196K	0.78%	25
2014 Q2	$1.38M	Hold	3,500	–	–	0.29%	50
2014 Q1	$441K	Buy	+3,500	New	+$66.6K	0.1%	75
2013 Q3	–	Sell	-6,860	Closed	-$27K	–	101
2013 Q2	$27K	Buy	+6,860	New	+$106K	0.01%	104

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

West Family Investments's AAPL Position: Q1 2026 in Review

West Family Investments reduced its Apple (AAPL) stake by 36% in Q1 2026, selling an estimated $6.05M and leaving 42,092 shares worth $10.7M. The position accounts for 3.75% of the portfolio, ranked #5.

West Family Investments first reported a position in AAPL in Q2 2013 and has held it in 20 quarters since. The position peaked at $17.8M in Q3 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

West Family Investments held 42,092 shares of Apple worth $10.7M as of Q1 2026.
West Family Investments sold 23,263 Apple shares in Q1 2026, an estimated $6.05M.
Apple made up 3.75% of West Family Investments's portfolio in Q1 2026, its #5 holding.
West Family Investments first reported a position in Apple in Q2 2013 and has held it in 20 quarters since.
West Family Investments's Apple position peaked at $17.8M in Q3 2025.
6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.