Westover Capital Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $33.2M | Buy |
114,637
+1,235
| +1% | +$353K | 5.51% | 1 |
|
|
2026
Q1 | $28.8M | Buy |
113,402
+3,017
| +3% | +$785K | 5.3% | 1 |
|
|
2025
Q4 | $30M | Sell |
110,385
-340
| -0.3% | -$91.3K | 5.46% | 1 |
|
|
2025
Q3 | $28.2M | Buy |
110,725
+2,243
| +2% | +$507K | 5.21% | 1 |
|
|
2025
Q2 | $22.3M | Sell |
108,482
-517
| -0.5% | -$104K | 4.45% | 2 |
|
|
2025
Q1 | $24.2M | Sell |
108,999
-4,813
| -4% | -$1.12M | 5.38% | 1 |
|
|
2024
Q4 | $28.5M | Sell |
113,812
-524
| -0.5% | -$123K | 6.27% | 1 |
|
|
2024
Q3 | $26.6M | Buy |
114,336
+5,839
| +5% | +$1.3M | 5.12% | 1 |
|
|
2024
Q2 | $22.9M | Sell |
108,497
-2,383
| -2% | -$444K | 5.89% | 1 |
|
|
2024
Q1 | $19M | Sell |
110,880
-2,445
| -2% | -$445K | 5.57% | 1 |
|
|
2023
Q4 | $21.8M | Sell |
113,325
-2,339
| -2% | -$432K | 7.1% | 1 |
|
|
2023
Q3 | $19.8M | Sell |
115,664
-7,041
| -6% | -$1.29M | 7.17% | 1 |
|
|
2023
Q2 | $23.8M | Sell |
122,705
-883
| -0.7% | -$154K | 8.27% | 1 |
|
|
2023
Q1 | $20.4M | Sell |
123,588
-588
| -0.5% | -$86.8K | 7.55% | 1 |
|
|
2022
Q4 | $16.1M | Sell |
124,176
-2,764
| -2% | -$395K | 6.38% | 1 |
|
|
2022
Q3 | $17.5M | Sell |
126,940
-461
| -0.4% | -$72.4K | 6.71% | 1 |
|
|
2022
Q2 | $17.4M | Sell |
127,401
-2,216
| -2% | -$336K | 6.42% | 1 |
|
|
2022
Q1 | $22.6M | Sell |
129,617
-3,959
| -3% | -$666K | 7.06% | 1 |
|
|
2021
Q4 | $23.7M | Sell |
133,576
-6,825
| -5% | -$1.08M | 6.9% | 1 |
|
|
2021
Q3 | $19.9M | Buy |
140,401
+5,295
| +4% | +$780K | 6.22% | 1 |
|
|
2021
Q2 | $18.5M | Buy |
135,106
+1,636
| +1% | +$212K | 5.94% | 1 |
|
|
2021
Q1 | $16.3M | Sell |
133,470
-3,096
| -2% | -$397K | 5.61% | 1 |
|
|
2020
Q4 | $18.1M | Sell |
136,566
-748
| -0.5% | -$90K | 6.53% | 1 |
|
|
2020
Q3 | $15.9M | Sell |
137,314
-4,198
| -3% | -$458K | 6.53% | 1 |
|
|
2020
Q2 | $12.9M | Sell |
141,512
-3,336
| -2% | -$259K | 6.05% | 1 |
|
|
2020
Q1 | $9.21M | Sell |
144,848
-312
| -0.2% | -$22.9K | 4.98% | 1 |
|
|
2019
Q4 | $10.7M | Sell |
145,160
-5,004
| -3% | -$322K | 4.77% | 1 |
|
|
2019
Q3 | $8.41M | Sell |
150,164
-3,136
| -2% | -$164K | 3.97% | 1 |
|
|
2019
Q2 | $7.58M | Sell |
153,300
-1,448
| -0.9% | -$70.6K | 3.74% | 2 |
|
|
2019
Q1 | $7.35M | Buy |
154,748
+9,084
| +6% | +$385K | 3.82% | 2 |
|
|
2018
Q4 | $5.74M | Sell |
145,664
-116
| -0.1% | -$5.62K | 3.59% | 2 |
|
|
2018
Q3 | $8.23M | Sell |
145,780
-1,976
| -1% | -$103K | 4.17% | 2 |
|
|
2018
Q2 | $6.84M | Buy |
147,756
+3,276
| +2% | +$149K | 3.68% | 2 |
|
|
2018
Q1 | $6.06M | Buy |
144,480
+5,952
| +4% | +$256K | 3.3% | 2 |
|
|
2017
Q4 | $5.86M | Buy |
138,528
+1,300
| +0.9% | +$54.3K | 3.22% | 2 |
|
|
2017
Q3 | $5.29M | Sell |
137,228
-3,276
| -2% | -$127K | 3.11% | 2 |
|
|
2017
Q2 | $5.06M | Sell |
140,504
-2,976
| -2% | -$110K | 3.33% | 2 |
|
|
2017
Q1 | $5.15M | Sell |
143,480
-4,980
| -3% | -$164K | 3.44% | 2 |
|
|
2016
Q4 | $4.3M | Buy |
148,460
+4,412
| +3% | +$125K | 3.08% | 5 |
|
|
2016
Q3 | $4.07M | Buy |
144,048
+1,420
| +1% | +$37.6K | 3.02% | 4 |
|
|
2016
Q2 | $3.41M | Sell |
142,628
-18,048
| -11% | -$449K | 2.79% | 12 |
|
|
2016
Q1 | $4.38M | Buy |
160,676
+6,444
| +4% | +$161K | 3.69% | 3 |
|
|
2015
Q4 | $4.06M | Buy |
154,232
+4,352
| +3% | +$124K | 3.38% | 5 |
|
|
2015
Q3 | $4.13M | Sell |
149,880
-34,088
| -19% | -$1,000K | 3.56% | 3 |
|
|
2015
Q2 | $5.77M | Buy |
183,968
+13,148
| +8% | +$421K | 4.59% | 1 |
|
|
2015
Q1 | $5.31M | Buy |
170,820
+6,084
| +4% | +$184K | 4.29% | 2 |
|
|
2014
Q4 | $4.55M | Sell |
164,736
-13,692
| -8% | -$373K | 3.9% | 2 |
|
|
2014
Q3 | $4.49M | Sell |
178,428
-4,876
| -3% | -$120K | 3.66% | 4 |
|
|
2014
Q2 | $4.26M | Sell |
183,304
-348
| -0.2% | -$7.41K | 3.59% | 3 |
|
|
2014
Q1 | $3.52M | Sell |
183,652
-1,092
| -0.6% | -$20.8K | 3.28% | 5 |
|
|
2013
Q4 | $3.7M | Buy |
184,744
+6,860
| +4% | +$130K | 3.53% | 5 |
|
|
2013
Q3 | $3.03M | Sell |
177,884
-28,896
| -14% | -$479K | 3.14% | 4 |
|
|
2013
Q2 | $2.93M | Buy |
+206,780
| New | +$3.18M | 2.87% | 7 |
|
Other funds holding AAPL
Westover Capital Advisors's AAPL Position: Q2 2026 in Review
Westover Capital Advisors increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $353K and bringing the position to 114,637 shares worth $33.2M. The position accounts for 5.51% of the portfolio, ranked #1.
Westover Capital Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Westover Capital Advisors held 114,637 shares of Apple worth $33.2M as of Q2 2026.
- Westover Capital Advisors bought 1,235 Apple shares in Q2 2026, an estimated $353K.
- Apple made up 5.51% of Westover Capital Advisors's portfolio in Q2 2026, its #1 holding.
- Westover Capital Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.