Westco Advisory Services’s Apple AAPL Stock Holding History

Westco Advisory Services’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	$17M	Sell	58,715 -1,505	-2%	-$430K	10.25%	2
2026 Q1	$15.3M	Sell	60,220 -2,201	-4%	-$573K	9.83%	2
2025 Q4	$17M	Buy	+62,421	New	+$16.8M	10.43%	2

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westco Advisory Services's AAPL Position: Q2 2026 in Review

Westco Advisory Services reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $430K and leaving 58,715 shares worth $17M. The position accounts for 10.25% of the portfolio, ranked #2.

Westco Advisory Services first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Westco Advisory Services held 58,715 shares of Apple worth $17M as of Q2 2026.
Westco Advisory Services sold 1,505 Apple shares in Q2 2026, an estimated $430K.
Apple made up 10.25% of Westco Advisory Services's portfolio in Q2 2026, its #2 holding.
Westco Advisory Services first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.