WIM
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Westside Investment Management’s Apple AAPL Stock Holding History

Westside Investment Management’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
2018
Q2 		– Sell
-80
Closed -$2.14K – 814
2018
Q1 		$2.14K Sell
80
-408
-84% -$17.6K ﹤0.01% 757
2017
Q4 		$753 Buy
488
+168
+53% +$7.02K ﹤0.01% 817
2017
Q3 		$80 Buy
320
+104
+48% +$4.04K ﹤0.01% 804
2017
Q2 		$234 Buy
+216
New +$7.99K ﹤0.01% 799

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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. 2,598 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.
  • 2,598 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.