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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
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 -$5.24M – 41
2022
Q1 		$5.24M 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
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.