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Westwood Wealth Management’s Apple AAPL Stock Holding History

Westwood Wealth 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
2026
Q2 		$11.9M Sell
40,955
-1,796
-4% -$514K 3.44% 7
2026
Q1 		$10.8M Buy
42,751
+18,282
+75% +$4.76M 4.26% 6
2025
Q4 		$6.65M Sell
24,469
-22,815
-48% -$6.12M 5% 2
2025
Q3 		$12M Sell
47,284
-69,589
-60% -$15.7M 4.42% 7
2025
Q2 		$24M Sell
116,873
-7,360
-6% -$1.49M 8.06% 3
2025
Q1 		$27.6M Sell
124,233
-10,925
-8% -$2.53M 11.9% 2
2024
Q4 		$33.8M Sell
135,158
-7,343
-5% -$1.73M 12.23% 2
2024
Q3 		$33.2M Buy
142,501
+10,275
+8% +$2.29M 13.02% 2
2024
Q2 		$27.8M Sell
132,226
-30,522
-19% -$5.69M 10.38% 2
2024
Q1 		$27.9M Buy
162,748
+11,108
+7% +$2.02M 13.65% 2
2023
Q4 		$29.2M Sell
151,640
-864
-0.6% -$160K 22.51% 2
2023
Q3 		$26.1M Sell
152,504
-8,081
-5% -$1.48M 17.27% 2
2023
Q2 		$31.1M Sell
160,585
-1,653
-1% -$288K 21.94% 2
2023
Q1 		$26.8M Sell
162,238
-6,689
-4% -$987K 23.84% 1
2022
Q4 		$21.9M Sell
168,927
-11,162
-6% -$1.6M 26.37% 1
2022
Q3 		$24.9M Sell
180,089
-7,932
-4% -$1.24M 22.37% 1
2022
Q2 		$25.7M Buy
188,021
+15,440
+9% +$2.34M 29.66% 1
2022
Q1 		$30.1M Sell
172,581
-20,423
-11% -$3.43M 11.7% 2
2021
Q4 		$34.3M Buy
+193,004
New +$30.5M 14.61% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Westwood Wealth Management's AAPL Position: Q2 2026 in Review

Westwood Wealth Management reduced its Apple (AAPL) stake by 4.2% in Q2 2026, selling an estimated $514K and leaving 40,955 shares worth $11.9M. The position accounts for 3.44% of the portfolio, ranked #7.

Westwood Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $34.3M in Q4 2021. 6,146 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Westwood Wealth Management held 40,955 shares of Apple worth $11.9M as of Q2 2026.
  • Westwood Wealth Management sold 1,796 Apple shares in Q2 2026, an estimated $514K.
  • Apple made up 3.44% of Westwood Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Westwood Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Westwood Wealth Management's Apple position peaked at $34.3M in Q4 2021.
  • 6,146 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.