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WestHill Financial Advisors’s Apple AAPL Stock Holding History

WestHill Financial 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 		$10.5M Sell
36,276
-1,232
-3% -$352K 1.79% 13
2026
Q1 		$9.52M Sell
37,508
-965
-3% -$251K 1.82% 13
2025
Q4 		$10.5M Sell
38,473
-3,498
-8% -$939K 1.99% 11
2025
Q3 		$10.7M Sell
41,971
-2,156
-5% -$487K 2.09% 10
2025
Q2 		$9.05M Sell
44,127
-518
-1% -$105K 1.92% 11
2025
Q1 		$9.92M Sell
44,645
-2,189
-5% -$507K 2.27% 9
2024
Q4 		$11.7M Sell
46,834
-330
-0.7% -$77.8K 2.63% 8
2024
Q3 		$11M Buy
47,164
+7,751
+20% +$1.73M 2.46% 9
2024
Q2 		$8.3M Sell
39,413
-2,251
-5% -$420K 2.01% 10
2024
Q1 		$7.14M Sell
41,664
-1,635
-4% -$297K 1.76% 13
2023
Q4 		$8.34M Sell
43,299
-52
-0.1% -$9.6K 2.21% 9
2023
Q3 		$7.42M Buy
43,351
+2,896
+7% +$531K 2.17% 9
2023
Q2 		$7.85M Sell
40,455
-1,476
-4% -$257K 2.22% 9
2023
Q1 		$6.91M Sell
41,931
-5,297
-11% -$782K 2.07% 9
2022
Q4 		$6.14M Buy
47,228
+10,314
+28% +$1.47M 1.96% 12
2022
Q3 		$5.1M Buy
36,914
+1,418
+4% +$223K 1.74% 14
2022
Q2 		$4.85M Sell
35,496
-294
-0.8% -$44.5K 1.6% 15
2022
Q1 		$6.25M Buy
35,790
+1,068
+3% +$180K 1.8% 13
2021
Q4 		$6.17M Sell
34,722
-10
-0% -$1.58K 1.74% 14
2021
Q3 		$4.92M Buy
+34,732
New +$5.11M 1.52% 16
2021
Q1 		$3.85M Buy
31,562
+45
+0.1% +$5.78K 1.37% 16
2020
Q4 		$4.18M Buy
+31,517
New +$3.79M 1.65% 13

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

WestHill Financial Advisors's AAPL Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Apple (AAPL) stake by 3.3% in Q2 2026, selling an estimated $352K and leaving 36,276 shares worth $10.5M. The position accounts for 1.79% of the portfolio, ranked #13.

WestHill Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.7M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WestHill Financial Advisors held 36,276 shares of Apple worth $10.5M as of Q2 2026.
  • WestHill Financial Advisors sold 1,232 Apple shares in Q2 2026, an estimated $352K.
  • Apple made up 1.79% of WestHill Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • WestHill Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • WestHill Financial Advisors's Apple position peaked at $11.7M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.