WP
AAPL icon

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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return