Westfield Capital 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
Q1 | $795M | Sell |
3,133,113
-141,205
| -4% | -$36.7M | 3.34% | 4 |
|
|
2025
Q4 | $890M | Sell |
3,274,318
-60,227
| -2% | -$16.2M | 3.71% | 3 |
|
|
2025
Q3 | $849M | Sell |
3,334,545
-159,639
| -5% | -$36.1M | 3.56% | 4 |
|
|
2025
Q2 | $717M | Buy |
3,494,184
+93,001
| +3% | +$18.8M | 3.01% | 4 |
|
|
2025
Q1 | $756M | Sell |
3,401,183
-253,848
| -7% | -$58.8M | 3.68% | 3 |
|
|
2024
Q4 | $915M | Sell |
3,655,031
-82,275
| -2% | -$19.4M | 3.98% | 2 |
|
|
2024
Q3 | $871M | Sell |
3,737,306
-74,925
| -2% | -$16.7M | 3.93% | 2 |
|
|
2024
Q2 | $803M | Buy |
3,812,231
+574,984
| +18% | +$107M | 3.94% | 3 |
|
|
2024
Q1 | $555M | Buy |
3,237,247
+744,383
| +30% | +$135M | 2.91% | 3 |
|
|
2023
Q4 | $480M | Sell |
2,492,864
-127,968
| -5% | -$23.6M | 2.8% | 3 |
|
|
2023
Q3 | $449M | Sell |
2,620,832
-125,201
| -5% | -$23M | 3.06% | 1 |
|
|
2023
Q2 | $533M | Sell |
2,746,033
-204,214
| -7% | -$35.6M | 3.38% | 1 |
|
|
2023
Q1 | $486M | Sell |
2,950,247
-382,422
| -11% | -$56.4M | 3.44% | 1 |
|
|
2022
Q4 | $433M | Sell |
3,332,669
-145,091
| -4% | -$20.7M | 3.34% | 1 |
|
|
2022
Q3 | $481M | Sell |
3,477,760
-193,389
| -5% | -$30.4M | 3.82% | 1 |
|
|
2022
Q2 | $502M | Sell |
3,671,149
-263,253
| -7% | -$39.9M | 3.95% | 1 |
|
|
2022
Q1 | $687M | Sell |
3,934,402
-240,469
| -6% | -$40.4M | 4.4% | 1 |
|
|
2021
Q4 | $741M | Sell |
4,174,871
-524,609
| -11% | -$82.9M | 4.41% | 1 |
|
|
2021
Q3 | $665M | Sell |
4,699,480
-53,875
| -1% | -$7.93M | 4.01% | 1 |
|
|
2021
Q2 | $651M | Buy |
4,753,355
+147,691
| +3% | +$19.1M | 3.9% | 1 |
|
|
2021
Q1 | $563M | Buy |
4,605,664
+85,757
| +2% | +$11M | 3.5% | 1 |
|
|
2020
Q4 | $600M | Sell |
4,519,907
-647,886
| -13% | -$77.9M | 3.56% | 1 |
|
|
2020
Q3 | $598M | Sell |
5,167,793
-284,747
| -5% | -$31.1M | 3.87% | 1 |
|
|
2020
Q2 | $497M | Sell |
5,452,540
-245,932
| -4% | -$19.1M | 3.42% | 2 |
|
|
2020
Q1 | $362M | Buy |
5,698,472
+88,496
| +2% | +$6.51M | 3.19% | 1 |
|
|
2019
Q4 | $412M | Buy |
5,609,976
+46,432
| +0.8% | +$2.99M | 2.93% | 1 |
|
|
2019
Q3 | $312M | Sell |
5,563,544
-1,284,732
| -19% | -$67.2M | 2.49% | 3 |
|
|
2019
Q2 | $339M | Sell |
6,848,276
-842,612
| -11% | -$41.1M | 2.55% | 2 |
|
|
2019
Q1 | $365M | Sell |
7,690,888
-413,792
| -5% | -$17.6M | 2.78% | 1 |
|
|
2018
Q4 | $320M | Sell |
8,104,680
-385,152
| -5% | -$18.7M | 2.73% | 1 |
|
|
2018
Q3 | $479M | Buy |
8,489,832
+1,101,216
| +15% | +$57.3M | 3.36% | 1 |
|
|
2018
Q2 | $342M | Sell |
7,388,616
-256,872
| -3% | -$11.6M | 2.55% | 2 |
|
|
2018
Q1 | $321M | Sell |
7,645,488
-291,020
| -4% | -$12.5M | 2.47% | 2 |
|
|
2017
Q4 | $336M | Sell |
7,936,508
-522,684
| -6% | -$21.8M | 2.57% | 1 |
|
|
2017
Q3 | $326M | Sell |
8,459,192
-176,196
| -2% | -$6.84M | 2.5% | 1 |
|
|
2017
Q2 | $311M | Sell |
8,635,388
-208,852
| -2% | -$7.72M | 2.65% | 1 |
|
|
2017
Q1 | $318M | Sell |
8,844,240
-193,568
| -2% | -$6.37M | 2.73% | 1 |
|
|
2016
Q4 | $262M | Sell |
9,037,808
-791,832
| -8% | -$22.4M | 2.29% | 1 |
|
|
2016
Q3 | $278M | Sell |
9,829,640
-1,775,740
| -15% | -$47M | 2.24% | 1 |
|
|
2016
Q2 | $277M | Sell |
11,605,380
-2,219,960
| -16% | -$55.2M | 2.29% | 1 |
|
|
2016
Q1 | $377M | Sell |
13,825,340
-1,005,444
| -7% | -$25.1M | 2.87% | 1 |
|
|
2015
Q4 | $390M | Sell |
14,830,784
-1,126,680
| -7% | -$32.2M | 2.63% | 1 |
|
|
2015
Q3 | $440M | Sell |
15,957,464
-249,652
| -2% | -$7.32M | 3.12% | 1 |
|
|
2015
Q2 | $508M | Sell |
16,207,116
-1,839,452
| -10% | -$58.8M | 3.1% | 1 |
|
|
2015
Q1 | $561M | Sell |
18,046,568
-422,384
| -2% | -$12.8M | 3.23% | 1 |
|
|
2014
Q4 | $510M | Sell |
18,468,952
-800,396
| -4% | -$21.8M | 3% | 1 |
|
|
2014
Q3 | $485M | Buy |
19,269,348
+1,881,844
| +11% | +$46.2M | 2.96% | 1 |
|
|
2014
Q2 | $404M | Sell |
17,387,504
-3,000,528
| -15% | -$63.9M | 2.4% | 1 |
|
|
2014
Q1 | $391M | Buy |
20,388,032
+4,173,288
| +26% | +$79.4M | 2.34% | 1 |
|
|
2013
Q4 | $325M | Sell |
16,214,744
-8,191,316
| -34% | -$155M | 1.91% | 3 |
|
|
2013
Q3 | $416M | Sell |
24,406,060
-915,404
| -4% | -$15.2M | 2.66% | 1 |
|
|
2013
Q2 | $359M | Buy |
+25,321,464
| New | +$390M | 2.47% | 1 |
|
Other funds holding AAPL
VCM
VPM
Westfield Capital Management's AAPL Position: Q1 2026 in Review
Westfield Capital Management reduced its Apple (AAPL) stake by 4.3% in Q1 2026, selling an estimated $36.7M and leaving 3,133,113 shares worth $795M. The position accounts for 3.34% of the portfolio, ranked #4.
Westfield Capital Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $915M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Westfield Capital Management held 3,133,113 shares of Apple worth $795M as of Q1 2026.
- Westfield Capital Management sold 141,205 Apple shares in Q1 2026, an estimated $36.7M.
- Apple made up 3.34% of Westfield Capital Management's portfolio in Q1 2026, its #4 holding.
- Westfield Capital Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Westfield Capital Management's Apple position peaked at $915M in Q4 2024.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.