Westerkirk Capital’s Apple AAPL Stock Holding History

Westerkirk Capital’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	$39.4M	Hold	136,146	–	–	3.79%	3
2026 Q1	$34.6M	Sell	136,146 -7,345	-5%	-$1.91M	3.72%	4
2025 Q4	$39M	Buy	143,491 +20,900	+17%	+$5.61M	3.8%	5
2025 Q3	$31.2M	Buy	122,591 +800	+0.7%	+$181K	3.57%	6
2025 Q2	$25M	Buy	+121,791	New	+$24.6M	3.08%	8

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

Westerkirk Capital's AAPL Position: Q2 2026 in Review

Westerkirk Capital held its Apple (AAPL) position steady in Q2 2026 at 136,146 shares worth $39.4M. The position accounts for 3.79% of the portfolio, ranked #3.

Westerkirk Capital first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Westerkirk Capital held 136,146 shares of Apple worth $39.4M as of Q2 2026.
Westerkirk Capital left its Apple share count unchanged in Q2 2026.
Apple made up 3.79% of Westerkirk Capital's portfolio in Q2 2026, its #3 holding.
Westerkirk Capital first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.