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Western Wealth Management’s Apple AAPL Stock Holding History

Western Wealth 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
2020
Q4 		– Sell
-1,100
Closed -$4K – 465
2020
Q3 		$4K Buy
1,100
+700
+175% +$76.4K ﹤0.01% 443
2020
Q2 		$1K Buy
+400
New +$31K ﹤0.01% 426

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

Western Wealth Management's AAPL Position: Q1 2026 in Review

Western Wealth Management increased its Apple (AAPL) stake by 33% in Q1 2026, buying an estimated $22.3M and bringing the position to 348,678 shares worth $88.5M. The position accounts for 3.36% of the portfolio, ranked #1.

Western Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 29 quarters since. The position peaked at $112M in Q1 2022. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Western Wealth Management held 348,678 shares of Apple worth $88.5M as of Q1 2026.
  • Western Wealth Management bought 85,584 Apple shares in Q1 2026, an estimated $22.3M.
  • Apple made up 3.36% of Western Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Western Wealth Management first reported a position in Apple in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Apple position peaked at $112M in Q1 2022.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.