Westchester Capital Management (Nebraska)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $44.2M | Sell |
152,601
-4,091
| -3% | -$1.17M | 7.95% | 2 |
|
|
2026
Q1 | $39.8M | Sell |
156,692
-111
| -0.1% | -$28.9K | 8.01% | 2 |
|
|
2025
Q4 | $42.6M | Buy |
156,803
+707
| +0.5% | +$190K | 8.81% | 1 |
|
|
2025
Q3 | $39.7M | Sell |
156,096
-2,097
| -1% | -$474K | 8.54% | 1 |
|
|
2025
Q2 | $32.5M | Buy |
158,193
+448
| +0.3% | +$90.5K | 7.64% | 2 |
|
|
2025
Q1 | $35M | Buy |
157,745
+551
| +0.4% | +$128K | 8.71% | 1 |
|
|
2024
Q4 | $39.4M | Buy |
157,194
+1,045
| +0.7% | +$246K | 9.9% | 1 |
|
|
2024
Q3 | $36.4M | Sell |
156,149
-18,138
| -10% | -$4.05M | 8.84% | 1 |
|
|
2024
Q2 | $36.7M | Sell |
174,287
-1,639
| -0.9% | -$306K | 9.27% | 1 |
|
|
2024
Q1 | $30.2M | Buy |
175,926
+720
| +0.4% | +$131K | 7.57% | 2 |
|
|
2023
Q4 | $33.7M | Sell |
175,206
-3,360
| -2% | -$620K | 9.08% | 1 |
|
|
2023
Q3 | $30.6M | Sell |
178,566
-1,109
| -0.6% | -$203K | 8.76% | 1 |
|
|
2023
Q2 | $34.9M | Sell |
179,675
-8,900
| -5% | -$1.55M | 9.7% | 1 |
|
|
2023
Q1 | $31.1M | Sell |
188,575
-3,296
| -2% | -$486K | 8.94% | 1 |
|
|
2022
Q4 | $24.9M | Sell |
191,871
-1,935
| -1% | -$277K | 7.34% | 1 |
|
|
2022
Q3 | $26.8M | Sell |
193,806
-327
| -0.2% | -$51.3K | 8.64% | 1 |
|
|
2022
Q2 | $26.5M | Buy |
194,133
+1,036
| +0.5% | +$157K | 8.1% | 1 |
|
|
2022
Q1 | $33.7M | Sell |
193,097
-2,183
| -1% | -$367K | 8.7% | 1 |
|
|
2021
Q4 | $34.7M | Sell |
195,280
-10,056
| -5% | -$1.59M | 8.85% | 1 |
|
|
2021
Q3 | $29.1M | Sell |
205,336
-2,229
| -1% | -$328K | 8.09% | 1 |
|
|
2021
Q2 | $28.4M | Sell |
207,565
-5,739
| -3% | -$744K | 7.98% | 1 |
|
|
2021
Q1 | $26.1M | Buy |
213,304
+317
| +0.1% | +$40.7K | 7.55% | 1 |
|
|
2020
Q4 | $28.3M | Sell |
212,987
-2,933
| -1% | -$353K | 8.92% | 1 |
|
|
2020
Q3 | $25M | Buy |
215,920
+4,340
| +2% | +$474K | 8.88% | 1 |
|
|
2020
Q2 | $19.3M | Sell |
211,580
-6,508
| -3% | -$504K | 7.28% | 1 |
|
|
2020
Q1 | $13.9M | Sell |
218,088
-7,552
| -3% | -$555K | 6.2% | 2 |
|
|
2019
Q4 | $16.6M | Sell |
225,640
-54,544
| -19% | -$3.51M | 5.77% | 1 |
|
|
2019
Q3 | $15.7M | Sell |
280,184
-8,336
| -3% | -$436K | 6.15% | 1 |
|
|
2019
Q2 | $14.3M | Buy |
288,520
+1,264
| +0.4% | +$61.6K | 5.59% | 1 |
|
|
2019
Q1 | $13.6M | Sell |
287,256
-4,032
| -1% | -$171K | 5.84% | 1 |
|
|
2018
Q4 | $11.5M | Sell |
291,288
-324
| -0.1% | -$15.7K | 5.34% | 2 |
|
|
2018
Q3 | $16.5M | Sell |
291,612
-6,200
| -2% | -$323K | 6.52% | 1 |
|
|
2018
Q2 | $13.8M | Sell |
297,812
-3,788
| -1% | -$172K | 5.86% | 1 |
|
|
2018
Q1 | $12.7M | Sell |
301,600
-17,820
| -6% | -$767K | 5.34% | 3 |
|
|
2017
Q4 | $13.5M | Buy |
319,420
+172
| +0.1% | +$7.19K | 5.56% | 1 |
|
|
2017
Q3 | $12.3M | Buy |
319,248
+1,660
| +0.5% | +$64.4K | 5.27% | 2 |
|
|
2017
Q2 | $11.4M | Buy |
317,588
+3,376
| +1% | +$125K | 5.21% | 1 |
|
|
2017
Q1 | $11.3M | Sell |
314,212
-4,888
| -2% | -$161K | 5.42% | 1 |
|
|
2016
Q4 | $9.24M | Sell |
319,100
-9,100
| -3% | -$258K | 4.61% | 4 |
|
|
2016
Q3 | $9.28M | Sell |
328,200
-21,220
| -6% | -$562K | 4.51% | 6 |
|
|
2016
Q2 | $8.35M | Sell |
349,420
-1,108
| -0.3% | -$27.5K | 3.7% | 13 |
|
|
2016
Q1 | $9.55M | Buy |
350,528
+43,040
| +14% | +$1.07M | 4.3% | 4 |
|
|
2015
Q4 | $8.09M | Buy |
307,488
+2,440
| +0.8% | +$69.7K | 3.99% | 11 |
|
|
2015
Q3 | $8.41M | Sell |
305,048
-2,380
| -0.8% | -$69.8K | 4.5% | 6 |
|
|
2015
Q2 | $9.64M | Sell |
307,428
-7,780
| -2% | -$249K | 4.6% | 3 |
|
|
2015
Q1 | $9.8M | Sell |
315,208
-3,880
| -1% | -$117K | 4.85% | 1 |
|
|
2014
Q4 | $8.8M | Sell |
319,088
-7,120
| -2% | -$194K | 4.23% | 8 |
|
|
2014
Q3 | $8.22M | Buy |
326,208
+960
| +0.3% | +$23.6K | 3.89% | 8 |
|
|
2014
Q2 | $7.56M | Buy |
325,248
+5,264
| +2% | +$112K | 3.56% | 10 |
|
|
2014
Q1 | $6.13M | Buy |
319,984
+12,208
| +4% | +$232K | 3.08% | 20 |
|
|
2013
Q4 | $6.17M | Buy |
307,776
+9,100
| +3% | +$172K | 3.31% | 18 |
|
|
2013
Q3 | $5.08M | Sell |
298,676
-5,180
| -2% | -$85.9K | 3.15% | 21 |
|
|
2013
Q2 | $4.3M | Buy |
+303,856
| New | +$4.67M | 2.73% | 23 |
|
Other funds holding AAPL
CRM
CNB
Westchester Capital Management (Nebraska)'s AAPL Position: Q2 2026 in Review
Westchester Capital Management (Nebraska) reduced its Apple (AAPL) stake by 2.6% in Q2 2026, selling an estimated $1.17M and leaving 152,601 shares worth $44.2M. The position accounts for 7.95% of the portfolio, ranked #2.
Westchester Capital Management (Nebraska) first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Westchester Capital Management (Nebraska) held 152,601 shares of Apple worth $44.2M as of Q2 2026.
- Westchester Capital Management (Nebraska) sold 4,091 Apple shares in Q2 2026, an estimated $1.17M.
- Apple made up 7.95% of Westchester Capital Management (Nebraska)'s portfolio in Q2 2026, its #2 holding.
- Westchester Capital Management (Nebraska) first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Westchester Capital Management (Nebraska)'s 13F filing for Q2 2026, filed 23 Jul 2026.