Westside Investment Management’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 | $26.6M | Sell |
92,002
-67
| -0.1% | -$19.2K | 3.5% | 1 |
|
|
2026
Q1 | $23.5M | Buy |
92,069
+7,555
| +9% | +$1.97M | 3.6% | 2 |
|
|
2025
Q4 | $22.9M | Sell |
84,514
-1,209
| -1% | -$325K | 3.67% | 1 |
|
|
2025
Q3 | $21.9M | Buy |
85,723
+2,072
| +2% | +$468K | 3.49% | 1 |
|
|
2025
Q2 | $17.3M | Buy |
83,651
+569
| +0.7% | +$115K | 3.2% | 3 |
|
|
2025
Q1 | $18.5M | Sell |
83,082
-3,700
| -4% | -$857K | 3.94% | 2 |
|
|
2024
Q4 | $21.7M | Sell |
86,782
-3,221
| -4% | -$759K | 4.58% | 1 |
|
|
2024
Q3 | $20.4M | Sell |
90,003
-903
| -1% | -$202K | 4.35% | 1 |
|
|
2024
Q2 | $19.1M | Sell |
90,906
-495
| -0.5% | -$92.3K | 4.37% | 1 |
|
|
2024
Q1 | $15.6M | Sell |
91,401
-3,688
| -4% | -$671K | 3.74% | 1 |
|
|
2023
Q4 | $18.3M | Sell |
95,089
-1,191
| -1% | -$220K | 4.68% | 1 |
|
|
2023
Q3 | $16.5M | Sell |
96,280
-21
| -0% | -$3.85K | 4.75% | 1 |
|
|
2023
Q2 | $18.6M | Sell |
96,301
-9,290
| -9% | -$1.62M | 5.26% | 1 |
|
|
2023
Q1 | $17.4M | Sell |
105,591
-1,627
| -2% | -$240K | 5.09% | 1 |
|
|
2022
Q4 | $4.9M | Sell |
107,218
-528
| -0.5% | -$75.5K | 12.07% | 1 |
|
|
2022
Q3 | $5.55M | Buy |
107,746
+881
| +0.8% | +$138K | 13.28% | 1 |
|
|
2022
Q2 | $6.79M | Buy |
106,865
+265
| +0.2% | +$40.1K | 15.36% | 1 |
|
|
2022
Q1 | $6.85M | Sell |
106,600
-3,844
| -3% | -$646K | 15.05% | 1 |
|
|
2021
Q4 | $5.99M | Sell |
110,444
-1,434
| -1% | -$227K | 13.67% | 1 |
|
|
2021
Q3 | $5.91M | Sell |
111,878
-8,549
| -7% | -$1.26M | 13.63% | 1 |
|
|
2021
Q2 | $5.83M | Sell |
120,427
-1,383
| -1% | -$179K | 13.52% | 1 |
|
|
2021
Q1 | $5.08M | Sell |
121,810
-47
| -0% | -$6.03K | 13.4% | 1 |
|
|
2020
Q4 | $5.62M | Sell |
121,857
-1,613,108
| -93% | -$194M | 15.4% | 1 |
|
|
2020
Q3 | $191M | Buy |
1,734,965
+15,629
| +0.9% | +$1.71M | 86.97% | 1 |
|
|
2020
Q2 | $148M | Sell |
1,719,336
-441,012
| -20% | -$34.2M | 87.14% | 1 |
|
|
2020
Q1 | $128M | Buy |
+2,160,348
| New | +$159M | 87.5% | 1 |
|
|
2019
Q2 | $35.4M | Buy |
+871,240
| New | +$42.5M | 78.36% | 1 |
|
|
2018
Q4 | $84.1M | Buy |
2,191,740
+253,648
| +13% | +$12.3M | 30.79% | 1 |
|
|
2018
Q3 | $108M | Buy |
1,938,092
+5,464
| +0.3% | +$285K | 34.56% | 1 |
|
|
2018
Q2 | $92.1M | Buy |
1,932,628
+1,770,164
| +1,090% | +$80.3M | 32.41% | 1 |
|
|
2018
Q1 | $6.77M | Buy |
162,464
+236
| +0.1% | +$10.2K | 3.72% | 5 |
|
|
2017
Q4 | $7.07M | Buy |
162,228
+2,200
| +1% | +$91.9K | 3.83% | 4 |
|
|
2017
Q3 | $6.23M | Sell |
160,028
-836
| -0.5% | -$32.4K | 3.76% | 5 |
|
|
2017
Q2 | $5.83M | Sell |
160,864
-1,771,920
| -92% | -$65.5M | 3.81% | 4 |
|
|
2017
Q1 | $69.4M | Buy |
1,932,784
+35,372
| +2% | +$1.16M | 33.15% | 1 |
|
|
2016
Q4 | $55.1M | Buy |
+1,897,412
| New | +$53.8M | 37.48% | 1 |
|
Other funds holding AAPL
Westside Investment Management's AAPL Position: Q2 2026 in Review
Westside Investment Management reduced its Apple (AAPL) stake by 0.07% in Q2 2026, selling an estimated $19.2K and leaving 92,002 shares worth $26.6M. The position accounts for 3.5% of the portfolio, ranked #1.
Westside Investment Management first reported a position in AAPL in Q4 2016 and has held it in 36 quarters since. The position peaked at $191M in Q3 2020. 2,580 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Westside Investment Management held 92,002 shares of Apple worth $26.6M as of Q2 2026.
- Westside Investment Management sold 67 Apple shares in Q2 2026, an estimated $19.2K.
- Apple made up 3.5% of Westside Investment Management's portfolio in Q2 2026, its #1 holding.
- Westside Investment Management first reported a position in Apple in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Apple position peaked at $191M in Q3 2020.
- 2,580 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.