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Westend Capital Management’s Apple AAPL Stock Holding History

Westend Capital Management’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 		$14.8M Sell
51,023
-773
-1% -$221K 3.38% 11
2026
Q1 		$13.1M Sell
51,796
-29,650
-36% -$7.72M 3.95% 10
2025
Q4 		$22.1M Buy
81,446
+3,385
+4% +$909K 6.2% 2
2025
Q3 		$19.9M Buy
78,061
+76,159
+4,004% +$17.2M 5.79% 4
2025
Q2 		$390K Sell
1,902
-67,637
-97% -$13.7M 0.12% 33
2025
Q1 		$15.4M Buy
69,539
+898
+1% +$208K 5.87% 5
2024
Q4 		$17.2M Sell
68,641
-14
-0% -$3.3K 5.1% 4
2024
Q3 		$16M Buy
68,655
+971
+1% +$217K 5.48% 2
2024
Q2 		$14.7M Buy
67,684
+66,389
+5,127% +$12.4M 5.15% 4
2024
Q1 		$222K Buy
+1,295
New +$235K 0.09% 40
2016
Q3 		$529K Buy
18,724
+6,188
+49% +$164K 0.74% 39
2016
Q2 		$300K Sell
12,536
-104,136
-89% -$2.59M 0.43% 49
2016
Q1 		$3.18M Buy
116,672
+6,948
+6% +$173K 4.35% 5
2015
Q4 		$2.89M Buy
109,724
+1,140
+1% +$32.6K 3.96% 6
2015
Q3 		$3.01M Buy
108,584
+1,192
+1% +$35K 3.83% 5
2015
Q2 		$3.22M Buy
107,392
+1,492
+1% +$47.7K 3.75% 5
2015
Q1 		$3.35M Buy
105,900
+548
+0.5% +$16.5K 3.95% 4
2014
Q4 		$2.91M Sell
105,352
-15,532
-13% -$423K 3.35% 6
2014
Q3 		$2.95M Buy
+120,884
New +$2.97M 3.22% 9
2014
Q1 		– Sell
-5,824
Closed -$117K – 48
2013
Q4 		$117K Buy
+5,824
New +$110K 0.13% 56
2013
Q2 		$84K Buy
+5,964
New +$91.7K 0.09% 63

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

Westend Capital Management's AAPL Position: Q2 2026 in Review

Westend Capital Management reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $221K and leaving 51,023 shares worth $14.8M. The position accounts for 3.38% of the portfolio, ranked #11.

Westend Capital Management first reported a position in AAPL in Q2 2013 and has held it in 21 quarters since. The position peaked at $22.1M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Westend Capital Management held 51,023 shares of Apple worth $14.8M as of Q2 2026.
  • Westend Capital Management sold 773 Apple shares in Q2 2026, an estimated $221K.
  • Apple made up 3.38% of Westend Capital Management's portfolio in Q2 2026, its #11 holding.
  • Westend Capital Management first reported a position in Apple in Q2 2013 and has held it in 21 quarters since.
  • Westend Capital Management's Apple position peaked at $22.1M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.