WA
AAPL icon

Westfuller Advisors’s Apple AAPL Stock Holding History

Westfuller Advisors’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 		$7.44M Sell
29,313
-1,247
-4% -$325K 3.21% 5
2025
Q4 		$8.31M Sell
30,560
-185
-0.6% -$49.7K 3.36% 3
2025
Q3 		$7.83M Buy
30,745
+9,760
+47% +$2.2M 3.56% 3
2025
Q2 		$4.31M Buy
20,985
+1,175
+6% +$237K 2.45% 8
2025
Q1 		$4.4M Buy
19,810
+579
+3% +$134K 2.94% 8
2024
Q4 		$4.82M Sell
19,231
-60
-0.3% -$14.1K 3.06% 8
2024
Q3 		$4.49M Buy
+19,291
New +$4.31M 3.23% 7
2024
Q1 		$3.02M Buy
+17,628
New +$3.21M 3.63% 7

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

Westfuller Advisors's AAPL Position: Q1 2026 in Review

Westfuller Advisors reduced its Apple (AAPL) stake by 4.1% in Q1 2026, selling an estimated $325K and leaving 29,313 shares worth $7.44M. The position accounts for 3.21% of the portfolio, ranked #5.

Westfuller Advisors first reported a position in AAPL in Q1 2024 and has held it in 8 quarters since. The position peaked at $8.31M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Westfuller Advisors held 29,313 shares of Apple worth $7.44M as of Q1 2026.
  • Westfuller Advisors sold 1,247 Apple shares in Q1 2026, an estimated $325K.
  • Apple made up 3.21% of Westfuller Advisors's portfolio in Q1 2026, its #5 holding.
  • Westfuller Advisors first reported a position in Apple in Q1 2024 and has held it in 8 quarters since.
  • Westfuller Advisors's Apple position peaked at $8.31M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.