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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
Q3 		$11.8M Sell
35,540
-736
-2% -$236K 1.98% 10
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

WestHill Financial Advisors's AAPL Position: Q3 2026 in Review

WestHill Financial Advisors reduced its Apple (AAPL) stake by 2% in Q3 2026, selling an estimated $236K and leaving 35,540 shares worth $11.8M. The position accounts for 1.98% of the portfolio, ranked #10.

WestHill Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 729 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • WestHill Financial Advisors held 35,540 shares of Apple worth $11.8M as of Q3 2026.
  • WestHill Financial Advisors sold 736 Apple shares in Q3 2026, an estimated $236K.
  • Apple made up 1.98% of WestHill Financial Advisors's portfolio in Q3 2026, its #10 holding.
  • WestHill Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 729 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.