Westwood Holdings Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $115M | Sell |
454,229
-60,191
| -12% | -$15.7M | 0.84% | 18 |
|
|
2025
Q4 | $140M | Sell |
514,420
-82,575
| -14% | -$22.2M | 1.14% | 7 |
|
|
2025
Q3 | $152M | Buy |
596,995
+322,114
| +117% | +$72.8M | 1.08% | 10 |
|
|
2025
Q2 | $56.4M | Buy |
274,881
+82,622
| +43% | +$16.7M | 0.41% | 101 |
|
|
2025
Q1 | $42.7M | Sell |
192,259
-429,219
| -69% | -$99.4M | 0.32% | 109 |
|
|
2024
Q4 | $156M | Sell |
621,478
-702
| -0.1% | -$165K | 1.2% | 10 |
|
|
2024
Q3 | $145M | Sell |
622,180
-221,758
| -26% | -$49.5M | 0.61% | 43 |
|
|
2024
Q2 | $178M | Buy |
843,938
+82,164
| +11% | +$15.3M | 0.83% | 29 |
|
|
2024
Q1 | $131M | Buy |
761,774
+17,519
| +2% | +$3.19M | 1.02% | 15 |
|
|
2023
Q4 | $143M | Buy |
744,255
+1,519
| +0.2% | +$280K | 1.21% | 12 |
|
|
2023
Q3 | $127M | Sell |
742,736
-18,002
| -2% | -$3.3M | 1.19% | 8 |
|
|
2023
Q2 | $148M | Sell |
760,738
-160,812
| -17% | -$28M | 1.32% | 7 |
|
|
2023
Q1 | $152M | Buy |
921,550
+430,450
| +88% | +$63.5M | 1.37% | 7 |
|
|
2022
Q4 | $63.8M | Sell |
491,100
-16,439
| -3% | -$2.35M | 0.56% | 70 |
|
|
2022
Q3 | $70.1M | Sell |
507,539
-74,136
| -13% | -$11.6M | 0.83% | 29 |
|
|
2022
Q2 | $79.5M | Sell |
581,675
-42,053
| -7% | -$6.37M | 0.87% | 25 |
|
|
2022
Q1 | $109M | Buy |
623,728
+13,705
| +2% | +$2.3M | 1.01% | 15 |
|
|
2021
Q4 | $108M | Buy |
610,023
+10,955
| +2% | +$1.73M | 0.97% | 15 |
|
|
2021
Q3 | $84.8M | Sell |
599,068
-33,610
| -5% | -$4.95M | 0.92% | 19 |
|
|
2021
Q2 | $86.7M | Sell |
632,678
-19,811
| -3% | -$2.57M | 0.88% | 29 |
|
|
2021
Q1 | $79.7M | Sell |
652,489
-494,847
| -43% | -$63.5M | 0.8% | 32 |
|
|
2020
Q4 | $152M | Buy |
1,147,336
+13,094
| +1% | +$1.57M | 1.75% | 3 |
|
|
2020
Q3 | $131M | Sell |
1,134,242
-321,786
| -22% | -$35.1M | 1.66% | 3 |
|
|
2020
Q2 | $133M | Sell |
1,456,028
-26,604
| -2% | -$2.06M | 1.76% | 3 |
|
|
2020
Q1 | $94.3M | Sell |
1,482,632
-358,076
| -19% | -$26.3M | 1.42% | 8 |
|
|
2019
Q4 | $135M | Buy |
1,840,708
+543,468
| +42% | +$35M | 1.44% | 10 |
|
|
2019
Q3 | $72.6M | Sell |
1,297,240
-40,820
| -3% | -$2.13M | 0.8% | 31 |
|
|
2019
Q2 | $66.2M | Sell |
1,338,060
-1,000,516
| -43% | -$48.8M | 0.72% | 37 |
|
|
2019
Q1 | $111M | Sell |
2,338,576
-3,100
| -0.1% | -$131K | 1.15% | 17 |
|
|
2018
Q4 | $92.3M | Sell |
2,341,676
-188,120
| -7% | -$9.12M | 1.05% | 21 |
|
|
2018
Q3 | $143M | Buy |
2,529,796
+1,497,212
| +145% | +$78M | 1.25% | 17 |
|
|
2018
Q2 | $47.8M | Buy |
1,032,584
+1,648
| +0.2% | +$74.7K | 0.4% | 81 |
|
|
2018
Q1 | $43.2M | Sell |
1,030,936
-120,480
| -10% | -$5.19M | 0.35% | 99 |
|
|
2017
Q4 | $48.7M | Sell |
1,151,416
-108,208
| -9% | -$4.52M | 0.37% | 90 |
|
|
2017
Q3 | $48.5M | Sell |
1,259,624
-5,400
| -0.4% | -$209K | 0.39% | 90 |
|
|
2017
Q2 | $45.5M | Sell |
1,265,024
-3,564
| -0.3% | -$132K | 0.37% | 99 |
|
|
2017
Q1 | $45.6M | Sell |
1,268,588
-312,200
| -20% | -$10.3M | 0.37% | 101 |
|
|
2016
Q4 | $45.8M | Buy |
1,580,788
+354,048
| +29% | +$10M | 0.37% | 103 |
|
|
2016
Q3 | $34.7M | Sell |
1,226,740
-926,984
| -43% | -$24.5M | 0.29% | 115 |
|
|
2016
Q2 | $51.5M | Sell |
2,153,724
-1,788,120
| -45% | -$44.4M | 0.46% | 82 |
|
|
2016
Q1 | $107M | Buy |
3,941,844
+7,424
| +0.2% | +$185K | 0.93% | 25 |
|
|
2015
Q4 | $104M | Buy |
3,934,420
+272,484
| +7% | +$7.79M | 0.9% | 28 |
|
|
2015
Q3 | $101M | Sell |
3,661,936
-478,656
| -12% | -$14M | 0.87% | 28 |
|
|
2015
Q2 | $130M | Buy |
4,140,592
+619,284
| +18% | +$19.8M | 0.98% | 21 |
|
|
2015
Q1 | $110M | Sell |
3,521,308
-369,760
| -10% | -$11.2M | 0.83% | 29 |
|
|
2014
Q4 | $107M | Sell |
3,891,068
-373,292
| -9% | -$10.2M | 0.83% | 32 |
|
|
2014
Q3 | $107M | Sell |
4,264,360
-2,010,108
| -32% | -$49.3M | 0.85% | 32 |
|
|
2014
Q2 | $146M | Sell |
6,274,468
-443,712
| -7% | -$9.44M | 1.07% | 25 |
|
|
2014
Q1 | $129M | Buy |
6,718,180
+2,507,736
| +60% | +$47.7M | 0.99% | 30 |
|
|
2013
Q4 | $84.4M | Buy |
+4,210,444
| New | +$79.5M | 0.65% | 64 |
|
Other funds holding AAPL
VCM
VPM
Westwood Holdings Group's AAPL Position: Q1 2026 in Review
Westwood Holdings Group reduced its Apple (AAPL) stake by 12% in Q1 2026, selling an estimated $15.7M and leaving 454,229 shares worth $115M. The position accounts for 0.84% of the portfolio, ranked #18.
Westwood Holdings Group first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $178M in Q2 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Westwood Holdings Group held 454,229 shares of Apple worth $115M as of Q1 2026.
- Westwood Holdings Group sold 60,191 Apple shares in Q1 2026, an estimated $15.7M.
- Apple made up 0.84% of Westwood Holdings Group's portfolio in Q1 2026, its #18 holding.
- Westwood Holdings Group first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- Westwood Holdings Group's Apple position peaked at $178M in Q2 2024.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.