Western Wealth Management’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 | $104M | Buy |
357,933
+9,255
| +3% | +$2.65M | 3.39% | 1 |
|
|
2026
Q1 | $88.5M | Buy |
348,678
+85,584
| +33% | +$22.3M | 3.36% | 1 |
|
|
2025
Q4 | $71.5M | Buy |
263,094
+4,397
| +2% | +$1.18M | 3.29% | 3 |
|
|
2025
Q3 | $65.9M | Sell |
258,697
-468
| -0.2% | -$106K | 3.47% | 2 |
|
|
2025
Q2 | $53.2M | Buy |
259,165
+1,360
| +0.5% | +$275K | 3.16% | 2 |
|
|
2025
Q1 | $57.3M | Sell |
257,805
-1,207
| -0.5% | -$280K | 3.79% | 2 |
|
|
2024
Q4 | $64.9M | Sell |
259,012
-60,385
| -19% | -$14.2M | 4.23% | 2 |
|
|
2024
Q3 | $74.4M | Buy |
319,397
+53,427
| +20% | +$11.9M | 4.24% | 1 |
|
|
2024
Q2 | $56M | Sell |
265,970
-1,628
| -0.6% | -$304K | 4.15% | 2 |
|
|
2024
Q1 | $45.9M | Sell |
267,598
-67,308
| -20% | -$12.2M | 3.57% | 2 |
|
|
2023
Q4 | $64.5M | Sell |
334,906
-13,395
| -4% | -$2.47M | 4.65% | 1 |
|
|
2023
Q3 | $59.6M | Sell |
348,301
-3,320
| -0.9% | -$609K | 5.04% | 1 |
|
|
2023
Q2 | $68.2M | Sell |
351,621
-892
| -0.3% | -$155K | 5.82% | 1 |
|
|
2023
Q1 | $58.1M | Sell |
352,513
-2,853
| -0.8% | -$421K | 5.41% | 1 |
|
|
2022
Q4 | $46.2M | Sell |
355,366
-303,466
| -46% | -$43.4M | 4.72% | 1 |
|
|
2022
Q3 | $92.2M | Buy |
658,832
+12,139
| +2% | +$1.91M | 5.28% | 1 |
|
|
2022
Q2 | $89.1M | Buy |
646,693
+2,996
| +0.5% | +$454K | 5.11% | 1 |
|
|
2022
Q1 | $112M | Buy |
643,697
+349,461
| +119% | +$58.8M | 5.45% | 1 |
|
|
2021
Q4 | $52.3M | Buy |
+294,236
| New | +$46.5M | 5.16% | 1 |
|
|
2021
Q2 | $43.8M | Buy |
319,432
+28,111
| +10% | +$3.64M | 4.5% | 1 |
|
|
2021
Q1 | $35.6M | Sell |
291,321
-3,720
| -1% | -$477K | 4.78% | 2 |
|
|
2020
Q4 | $39.1M | Buy |
295,041
+6,415
| +2% | +$772K | 5.75% | 2 |
|
|
2020
Q3 | $33.4M | Sell |
288,626
-4,286
| -1% | -$468K | 5.46% | 2 |
|
|
2020
Q2 | $26.7M | Buy |
292,912
+5,948
| +2% | +$461K | 4.85% | 2 |
|
|
2020
Q1 | $18.2M | Buy |
286,964
+888
| +0.3% | +$65.3K | 4.18% | 2 |
|
|
2019
Q4 | $21M | Buy |
286,076
+5,468
| +2% | +$352K | 3.18% | 1 |
|
|
2019
Q3 | $15.7M | Sell |
280,608
-22,456
| -7% | -$1.17M | 3.27% | 2 |
|
|
2019
Q2 | $14.9M | Buy |
303,064
+17,960
| +6% | +$875K | 1.96% | 12 |
|
|
2019
Q1 | $13.5M | Sell |
285,104
-5,436
| -2% | -$231K | 3.01% | 3 |
|
|
2018
Q4 | $11.5M | Buy |
+290,540
| New | +$14.1M | 3.09% | 2 |
|
Other funds holding AAPL
Western Wealth Management's AAPL Position: Q2 2026 in Review
Western Wealth Management increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $2.65M and bringing the position to 357,933 shares worth $104M. The position accounts for 3.39% of the portfolio, ranked #1.
Western Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $112M in Q1 2022. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Western Wealth Management held 357,933 shares of Apple worth $104M as of Q2 2026.
- Western Wealth Management bought 9,255 Apple shares in Q2 2026, an estimated $2.65M.
- Apple made up 3.39% of Western Wealth Management's portfolio in Q2 2026, its #1 holding.
- Western Wealth Management first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- Western Wealth Management's Apple position peaked at $112M in Q1 2022.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.