WHI Trust’s Apple AAPL Stock Holding History

WHI Trust’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	$718K	Sell	2,482 -17	-0.7%	-$4.86K	0.46%	12
2026 Q1	$634K	Hold	2,499	–	–	0.48%	12
2025 Q4	$679K	Buy	+2,499	New	+$671K	0.52%	12

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WHI Trust's AAPL Position: Q2 2026 in Review

WHI Trust reduced its Apple (AAPL) stake by 0.68% in Q2 2026, selling an estimated $4.86K and leaving 2,482 shares worth $718K. The position accounts for 0.46% of the portfolio, ranked #12.

WHI Trust first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

WHI Trust held 2,482 shares of Apple worth $718K as of Q2 2026.
WHI Trust sold 17 Apple shares in Q2 2026, an estimated $4.86K.
Apple made up 0.46% of WHI Trust's portfolio in Q2 2026, its #12 holding.
WHI Trust first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WHI Trust's 13F filing for Q2 2026, filed 11 Aug 2026.