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Westbourne Investments’s Apple AAPL Stock Holding History

Westbourne 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
2026
Q2 		$7.08M Buy
24,473
+917
+4% +$262K 2.89% 7
2026
Q1 		$5.98M Sell
23,556
-156
-0.7% -$40.6K 2.84% 8
2025
Q4 		$6.45M Sell
23,712
-292
-1% -$78.4K 3% 7
2025
Q3 		$6.49M Buy
24,004
+1,878
+8% +$424K 3.1% 6
2025
Q2 		$4.54M Sell
22,126
-7,195
-25% -$1.45M 2.42% 8
2025
Q1 		$6.51M Sell
29,321
-1,397
-5% -$324K 3.93% 6
2024
Q4 		$7.69M Buy
+30,718
New +$7.24M 4.53% 4

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

Westbourne Investments's AAPL Position: Q2 2026 in Review

Westbourne Investments increased its Apple (AAPL) stake by 3.9% in Q2 2026, buying an estimated $262K and bringing the position to 24,473 shares worth $7.08M. The position accounts for 2.89% of the portfolio, ranked #7.

Westbourne Investments first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.69M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Westbourne Investments held 24,473 shares of Apple worth $7.08M as of Q2 2026.
  • Westbourne Investments bought 917 Apple shares in Q2 2026, an estimated $262K.
  • Apple made up 2.89% of Westbourne Investments's portfolio in Q2 2026, its #7 holding.
  • Westbourne Investments first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Westbourne Investments's Apple position peaked at $7.69M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.