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Westshore Wealth’s Apple AAPL Stock Holding History

Westshore Wealth’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
Q1 		$4.79M Sell
18,859
-8,699
-32% -$2.26M 1.68% 14
2025
Q4 		$7.49M Sell
27,558
-837
-3% -$225K 2.48% 12
2025
Q3 		$7.23M Buy
28,395
+637
+2% +$144K 2.47% 11
2025
Q2 		$5.7M Buy
27,758
+32
+0.1% +$6.46K 2.18% 11
2025
Q1 		$6.16M Buy
27,726
+1
+0% +$232 2.61% 9
2024
Q4 		$6.94M Buy
27,725
+2
+0% +$471 2.81% 9
2024
Q3 		$6.46M Sell
27,723
-99
-0.4% -$22.1K 2.64% 9
2024
Q2 		$5.86M Sell
27,822
-664
-2% -$124K 2.43% 10
2024
Q1 		$4.88M Buy
28,486
+1,306
+5% +$237K 2.03% 10
2023
Q4 		$5.23M Sell
27,180
-346
-1% -$63.9K 2.42% 10
2023
Q3 		$4.71M Sell
27,526
-2,014
-7% -$369K 2.62% 8
2023
Q2 		$5.73M Sell
29,540
-2,293
-7% -$400K 2.92% 9
2023
Q1 		$5.25M Buy
31,833
+254
+0.8% +$37.5K 2.76% 9
2022
Q4 		$4.1M Sell
31,579
-139
-0.4% -$19.9K 2.34% 10
2022
Q3 		$4.38M Buy
31,718
+101
+0.3% +$15.9K 3.02% 9
2022
Q2 		$4.32M Buy
31,617
+69
+0.2% +$10.4K 2.82% 9
2022
Q1 		$5.51M Sell
31,548
-82
-0.3% -$13.8K 3.7% 7
2021
Q4 		$5.62M Hold
31,630
– – 3.85% 7
2021
Q3 		$4.48M Sell
31,630
-18,246
-37% -$2.69M 3.61% 7
2021
Q2 		$6.83M Buy
49,876
+292
+0.6% +$37.8K 3.51% 7
2021
Q1 		$6.06M Buy
+49,584
New +$6.36M 3.46% 7
2019
Q4 		$3.31M Buy
+45,080
New +$2.9M 3.64% 8

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westshore Wealth's AAPL Position: Q1 2026 in Review

Westshore Wealth reduced its Apple (AAPL) stake by 32% in Q1 2026, selling an estimated $2.26M and leaving 18,859 shares worth $4.79M. The position accounts for 1.68% of the portfolio, ranked #14.

Westshore Wealth first reported a position in AAPL in Q4 2019 and has held it in 22 quarters since. The position peaked at $7.49M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Westshore Wealth held 18,859 shares of Apple worth $4.79M as of Q1 2026.
  • Westshore Wealth sold 8,699 Apple shares in Q1 2026, an estimated $2.26M.
  • Apple made up 1.68% of Westshore Wealth's portfolio in Q1 2026, its #14 holding.
  • Westshore Wealth first reported a position in Apple in Q4 2019 and has held it in 22 quarters since.
  • Westshore Wealth's Apple position peaked at $7.49M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.