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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
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

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 Wealth Group's AAPL Position: Q2 2026 in Review

West Wealth Group increased its Apple (AAPL) stake by 2.5% in Q2 2026, buying an estimated $398K and bringing the position to 57,166 shares worth $16.5M. The position accounts for 2.71% of the portfolio, ranked #10.

West Wealth Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • West Wealth Group held 57,166 shares of Apple worth $16.5M as of Q2 2026.
  • West Wealth Group bought 1,392 Apple shares in Q2 2026, an estimated $398K.
  • Apple made up 2.71% of West Wealth Group's portfolio in Q2 2026, its #10 holding.
  • West Wealth Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.