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
2024 Q1	–	Hold	0	–	-$116K	–	39
2023 Q4	–	Sell	-20,000	Closed	-$3.69M	–	34
2023 Q3	$3.42M	Buy	+20,000	New	+$3.67M	2.26%	11
2023 Q1	–	Sell	-100	Closed	-$13K	–	45
2022 Q4	$13K	Sell	100 -9,900	-99%	-$1.41M	0.02%	43
2022 Q3	$1.38M	Buy	+10,000	New	+$1.57M	1.24%	12
2022 Q2	–	Sell	-30,000	Closed	-$5.24K	–	41
2022 Q1	$5.24K	Buy	30,000 +26,800	+838%	+$4.51M	2.03%	11
2021 Q4	$568K	Buy	+3,200	New	+$506K	0.24%	36

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westwood Wealth Management's AAPL Position: Q1 2026 in Review

Westwood Wealth Management increased its Apple (AAPL) stake by 75% in Q1 2026, buying an estimated $4.76M and bringing the position to 42,751 shares worth $10.8M. The position accounts for 4.26% of the portfolio, ranked #6.

Westwood Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $34.3M in Q4 2021. 6,083 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Westwood Wealth Management held 42,751 shares of Apple worth $10.8M as of Q1 2026.
Westwood Wealth Management bought 18,282 Apple shares in Q1 2026, an estimated $4.76M.
Apple made up 4.26% of Westwood Wealth Management's portfolio in Q1 2026, its #6 holding.
Westwood Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Westwood Wealth Management's Apple position peaked at $34.3M in Q4 2021.
6,083 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.