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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
2014
Q1 		– Sell
-1,400
Closed -$1K – 106
2013
Q4 		$1K Hold
1,400
– – ﹤0.01% 104
2013
Q3 		$12K Hold
1,400
– – ﹤0.01% 99
2013
Q2 		$126K Buy
+1,400
New +$21.5K 0.03% 94

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
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.