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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
Q2 		$9.81M Buy
33,909
+4,596
+16% +$1.31M 3.57% 3
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Westfuller Advisors's AAPL Position: Q2 2026 in Review

Westfuller Advisors increased its Apple (AAPL) stake by 16% in Q2 2026, buying an estimated $1.31M and bringing the position to 33,909 shares worth $9.81M. The position accounts for 3.57% of the portfolio, ranked #3.

Westfuller Advisors first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Westfuller Advisors held 33,909 shares of Apple worth $9.81M as of Q2 2026.
  • Westfuller Advisors bought 4,596 Apple shares in Q2 2026, an estimated $1.31M.
  • Apple made up 3.57% of Westfuller Advisors's portfolio in Q2 2026, its #3 holding.
  • Westfuller Advisors first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.