WFA
AAPL icon

West Financial Advisors’s Apple AAPL Stock Holding History

West Financial Advisors’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 		$4.82M Buy
16,662
+900
+6% +$257K 0.73% 20
2026
Q1 		$4M Sell
15,762
-114
-0.7% -$29.7K 0.68% 21
2025
Q4 		$4.32M Sell
15,876
-2,622
-14% -$704K 0.73% 19
2025
Q3 		$4.71M Buy
18,498
+304
+2% +$68.7K 0.78% 19
2025
Q2 		$3.73M Buy
18,194
+1
+0% +$202 0.65% 19
2025
Q1 		$4.04M Sell
18,193
-236
-1% -$54.7K 0.77% 19
2024
Q4 		$4.61M Buy
18,429
+4,799
+35% +$1.13M 0.89% 19
2024
Q3 		$3.18M Buy
13,630
+418
+3% +$93.3K 0.61% 20
2024
Q2 		$2.78M Buy
13,212
+601
+5% +$112K 0.58% 21
2024
Q1 		$2.16M Hold
12,611
– – 0.46% 26
2023
Q4 		$2.43M Sell
12,611
-81
-0.6% -$15K 0.55% 22
2023
Q3 		$2.17M Buy
12,692
+36
+0.3% +$6.6K 0.55% 20
2023
Q2 		$2.45M Sell
12,656
-1,017
-7% -$177K 0.6% 20
2023
Q1 		$2.25M Buy
13,673
+523
+4% +$77.2K 0.59% 21
2022
Q4 		$1.71M Sell
13,150
-2,131
-14% -$305K 0.48% 22
2022
Q3 		$2.11M Buy
15,281
+2
+0% +$314 0.63% 21
2022
Q2 		$2.09M Sell
15,279
-77
-0.5% -$11.7K 0.61% 19
2022
Q1 		$2.68M Buy
15,356
+46
+0.3% +$7.74K 0.71% 18
2021
Q4 		$2.72M Sell
15,310
-42
-0.3% -$6.64K 0.73% 16
2021
Q3 		$2.17M Buy
15,352
+1
+0% +$147 0.64% 16
2021
Q2 		$2.1M Buy
15,351
+1
+0% +$130 0.64% 16
2021
Q1 		$1.88M Sell
15,350
-40
-0.3% -$5.13K 0.63% 17
2020
Q4 		$2.04M Buy
+15,390
New +$1.85M 0.72% 16

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

West Financial Advisors's AAPL Position: Q2 2026 in Review

West Financial Advisors increased its Apple (AAPL) stake by 5.7% in Q2 2026, buying an estimated $257K and bringing the position to 16,662 shares worth $4.82M. The position accounts for 0.73% of the portfolio, ranked #20.

West Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • West Financial Advisors held 16,662 shares of Apple worth $4.82M as of Q2 2026.
  • West Financial Advisors bought 900 Apple shares in Q2 2026, an estimated $257K.
  • Apple made up 0.73% of West Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • West Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.