WWG
AAPL icon

West Wealth Group’s Apple AAPL Stock Holding History

West Wealth Group’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
Q3 		$19.3M Buy
108,820
+51,654
+90% +$16.6M 3% 10
2026
Q2 		$16.5M Buy
57,166
+1,392
+2% +$398K 2.71% 10
2026
Q1 		$14.2M Buy
55,774
+1,492
+3% +$388K 2.8% 12
2025
Q4 		$14.8M Buy
54,282
+109
+0.2% +$29.3K 3.06% 13
2025
Q3 		$13.5M Sell
54,173
-1,344
-2% -$304K 3.05% 12
2025
Q2 		$11.8M Buy
55,517
+419
+0.8% +$84.6K 2.94% 14
2025
Q1 		$12.3M Buy
55,098
+5,917
+12% +$1.37M 3.64% 9
2024
Q4 		$12.3M Buy
49,181
+1,674
+4% +$395K 3.67% 9
2024
Q3 		$11.1M Sell
47,507
-301
-0.6% -$67.2K 3.59% 10
2024
Q2 		$10.1M Sell
47,808
-189
-0.4% -$35.2K 3.56% 10
2024
Q1 		$8.23M Sell
47,997
-1,998
-4% -$363K 3.05% 10
2023
Q4 		$9.63M Buy
49,995
+5,496
+12% +$1.01M 3.8% 6
2023
Q3 		$7.62M Buy
44,499
+1,003
+2% +$184K 3.32% 7
2023
Q2 		$8.44M Sell
43,496
-11
-0% -$1.92K 3.57% 9
2023
Q1 		$7.17M Sell
43,507
-2,364
-5% -$349K 3.32% 10
2022
Q4 		$5.96M Buy
45,871
+2,486
+6% +$355K 2.96% 8
2022
Q3 		$6M Buy
43,385
+2,616
+6% +$411K 3.04% 8
2022
Q2 		$5.57M Buy
40,769
+2,387
+6% +$361K 2.58% 10
2022
Q1 		$6.7M Buy
38,382
+784
+2% +$132K 2.66% 10
2021
Q4 		$6.68M Buy
+37,598
New +$5.94M 2.51% 13

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

West Wealth Group's AAPL Position: Q3 2026 in Review

West Wealth Group increased its Apple (AAPL) stake by 90% in Q3 2026, buying an estimated $16.6M and bringing the position to 108,820 shares worth $19.3M. The position accounts for 3% of the portfolio, ranked #10.

West Wealth Group first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 989 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • West Wealth Group held 108,820 shares of Apple worth $19.3M as of Q3 2026.
  • West Wealth Group bought 51,654 Apple shares in Q3 2026, an estimated $16.6M.
  • Apple made up 3% of West Wealth Group's portfolio in Q3 2026, its #10 holding.
  • West Wealth Group first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 989 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.