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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
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 +$91.8K 0.09% 63

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westend Capital Management's AAPL Position: Q1 2026 in Review

Westend Capital Management reduced its Apple (AAPL) stake by 36% in Q1 2026, selling an estimated $7.72M and leaving 51,796 shares worth $13.1M. The position accounts for 3.95% of the portfolio, ranked #10.

Westend Capital Management first reported a position in AAPL in Q2 2013 and has held it in 20 quarters since. The position peaked at $22.1M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Westend Capital Management held 51,796 shares of Apple worth $13.1M as of Q1 2026.
  • Westend Capital Management sold 29,650 Apple shares in Q1 2026, an estimated $7.72M.
  • Apple made up 3.95% of Westend Capital Management's portfolio in Q1 2026, its #10 holding.
  • Westend Capital Management first reported a position in Apple in Q2 2013 and has held it in 20 quarters since.
  • Westend Capital Management's Apple position peaked at $22.1M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.