Westbourne Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.6M | Sell |
89,041
-365
| -0.4% | -$95K | 6.59% | 2 |
|
|
2025
Q4 | $24.3M | Sell |
89,406
-1,980
| -2% | -$532K | 6.71% | 2 |
|
|
2025
Q3 | $23.3M | Buy |
91,386
+229
| +0.3% | +$51.7K | 6.49% | 2 |
|
|
2025
Q2 | $18.7M | Buy |
91,157
+2,514
| +3% | +$508K | 5.67% | 3 |
|
|
2025
Q1 | $19.7M | Sell |
88,643
-815
| -0.9% | -$189K | 6.99% | 1 |
|
|
2024
Q4 | $22.4M | Sell |
89,458
-1,566
| -2% | -$369K | 7.67% | 1 |
|
|
2024
Q3 | $21.2M | Sell |
91,024
-404
| -0.4% | -$90.2K | 7.41% | 1 |
|
|
2024
Q2 | $19.3M | Sell |
91,428
-2,223
| -2% | -$415K | 6.98% | 2 |
|
|
2024
Q1 | $16.1M | Buy |
93,651
+737
| +0.8% | +$134K | 5.91% | 2 |
|
|
2023
Q4 | $17.9M | Sell |
92,914
-691
| -0.7% | -$128K | 7.16% | 1 |
|
|
2023
Q3 | $16M | Sell |
93,605
-3,365
| -3% | -$617K | 7.37% | 1 |
|
|
2023
Q2 | $18.8M | Sell |
96,970
-1,852
| -2% | -$323K | 8.42% | 1 |
|
|
2023
Q1 | $16.3M | Sell |
98,822
-5,315
| -5% | -$784K | 7.88% | 1 |
|
|
2022
Q4 | $13.5M | Sell |
104,137
-2,071
| -2% | -$296K | 6.84% | 1 |
|
|
2022
Q3 | $14.7M | Buy |
+106,208
| New | +$16.7M | 7.78% | 1 |
|
|
2022
Q2 | – | Sell |
-113,065
| Closed | -$19.7M | – | 79 |
|
|
2022
Q1 | $19.7M | Sell |
113,065
-5,677
| -5% | -$955K | 8.17% | 1 |
|
|
2021
Q4 | $21.1M | Sell |
118,742
-1,722
| -1% | -$272K | 8.28% | 1 |
|
|
2021
Q3 | $17M | Sell |
120,464
-3,938
| -3% | -$580K | 7.76% | 1 |
|
|
2021
Q2 | $17M | Sell |
124,402
-494
| -0.4% | -$64K | 7.72% | 1 |
|
|
2021
Q1 | $15.3M | Sell |
124,896
-8,611
| -6% | -$1.11M | 7.59% | 1 |
|
|
2020
Q4 | $17.7M | Sell |
133,507
-6,190
| -4% | -$745K | 10.36% | 1 |
|
|
2020
Q3 | $16.2M | Sell |
139,697
-13,451
| -9% | -$1.47M | 18.55% | 1 |
|
|
2020
Q2 | $14M | Sell |
153,148
-8,124
| -5% | -$630K | 17.21% | 1 |
|
|
2020
Q1 | $10.3M | Sell |
161,272
-14,408
| -8% | -$1.06M | 9.46% | 1 |
|
|
2019
Q4 | $12.9M | Sell |
175,680
-17,592
| -9% | -$1.13M | 8.79% | 1 |
|
|
2019
Q3 | $10.8M | Sell |
193,272
-3,436
| -2% | -$180K | 8.08% | 1 |
|
|
2019
Q2 | $9.73M | Sell |
196,708
-5,856
| -3% | -$285K | 7.89% | 1 |
|
|
2019
Q1 | $9.62M | Buy |
202,564
+7,968
| +4% | +$338K | 7.36% | 1 |
|
|
2018
Q4 | $7.67M | Buy |
194,596
+3,156
| +2% | +$153K | 6.61% | 1 |
|
|
2018
Q3 | $10.8M | Buy |
191,440
+3,172
| +2% | +$165K | 7.84% | 1 |
|
|
2018
Q2 | $8.71M | Sell |
188,268
-5,184
| -3% | -$235K | 7.51% | 1 |
|
|
2018
Q1 | $8.11M | Sell |
193,452
-10,324
| -5% | -$444K | 6.49% | 1 |
|
|
2017
Q4 | $8.62M | Sell |
203,776
-5,628
| -3% | -$235K | 6.54% | 1 |
|
|
2017
Q3 | $8.07M | Sell |
209,404
-10,064
| -5% | -$390K | 6.3% | 1 |
|
|
2017
Q2 | $7.9M | Sell |
219,468
-5,456
| -2% | -$202K | 6.43% | 1 |
|
|
2017
Q1 | $8.08M | Sell |
224,924
-1,120
| -0.5% | -$36.9K | 6.65% | 1 |
|
|
2016
Q4 | $6.54M | Buy |
226,044
+2,208
| +1% | +$62.6K | 5.72% | 1 |
|
|
2016
Q3 | $6.33M | Sell |
223,836
-12,708
| -5% | -$336K | 5.6% | 1 |
|
|
2016
Q2 | $5.65M | Buy |
236,544
+4,272
| +2% | +$106K | 5.11% | 1 |
|
|
2016
Q1 | $6.33M | Sell |
232,272
-3,032
| -1% | -$75.5K | 6.06% | 1 |
|
|
2015
Q4 | $6.19M | Sell |
235,304
-388
| -0.2% | -$11.1K | 5.98% | 1 |
|
|
2015
Q3 | $6.5M | Buy |
235,692
+6,428
| +3% | +$189K | 6.52% | 1 |
|
|
2015
Q2 | $7.19M | Buy |
+229,264
| New | +$7.33M | 6.54% | 1 |
|
Other funds holding AAPL
VCM
VPM
Westbourne Investment Advisors's AAPL Position: Q1 2026 in Review
Westbourne Investment Advisors reduced its Apple (AAPL) stake by 0.41% in Q1 2026, selling an estimated $95K and leaving 89,041 shares worth $22.6M. The position accounts for 6.59% of the portfolio, ranked #2.
Westbourne Investment Advisors first reported a position in AAPL in Q2 2015 and has held it in 43 quarters since. The position peaked at $24.3M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Westbourne Investment Advisors held 89,041 shares of Apple worth $22.6M as of Q1 2026.
- Westbourne Investment Advisors sold 365 Apple shares in Q1 2026, an estimated $95K.
- Apple made up 6.59% of Westbourne Investment Advisors's portfolio in Q1 2026, its #2 holding.
- Westbourne Investment Advisors first reported a position in Apple in Q2 2015 and has held it in 43 quarters since.
- Westbourne Investment Advisors's Apple position peaked at $24.3M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.