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Westmount Partners’s Apple AAPL Stock Holding History

Westmount Partners’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 		$53.4M Buy
184,506
+11,773
+7% +$3.37M 11.68% 1
2026
Q1 		$43.8M Buy
172,733
+2,688
+2% +$700K 10.79% 1
2025
Q4 		$46.2M Buy
170,045
+10,392
+7% +$2.79M 11.53% 1
2025
Q3 		$40.8M Sell
159,653
-4,190
-3% -$947K 10.53% 1
2025
Q2 		$33.6M Sell
163,843
-145
-0.1% -$29.3K 9.23% 1
2025
Q1 		$36.4M Sell
163,988
-405
-0.2% -$93.8K 11.11% 1
2024
Q4 		$41.2M Sell
164,393
-260
-0.2% -$61.3K 12.51% 1
2024
Q3 		$38.4M Buy
164,653
+78
+0% +$17.4K 11.54% 1
2024
Q2 		$35.7M Sell
164,575
-2,787
-2% -$520K 11.77% 1
2024
Q1 		$28.7M Sell
167,362
-747
-0.4% -$136K 10.32% 1
2023
Q4 		$32.4M Buy
168,109
+687
+0.4% +$127K 13.22% 1
2023
Q3 		$28.7M Buy
167,422
+2,182
+1% +$400K 12.63% 1
2023
Q2 		$32.1M Sell
165,240
-11,064
-6% -$1.93M 13.95% 1
2023
Q1 		$29.1M Buy
176,304
+5,309
+3% +$783K 13.44% 1
2022
Q4 		$22.2M Buy
+170,995
New +$24.4M 11.54% 1

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

Westmount Partners's AAPL Position: Q2 2026 in Review

Westmount Partners increased its Apple (AAPL) stake by 6.8% in Q2 2026, buying an estimated $3.37M and bringing the position to 184,506 shares worth $53.4M. The position accounts for 11.68% of the portfolio, ranked #1.

Westmount Partners first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Westmount Partners held 184,506 shares of Apple worth $53.4M as of Q2 2026.
  • Westmount Partners bought 11,773 Apple shares in Q2 2026, an estimated $3.37M.
  • Apple made up 11.68% of Westmount Partners's portfolio in Q2 2026, its #1 holding.
  • Westmount Partners first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.