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Whitener Capital Management’s Apple AAPL Stock Holding History

Whitener Capital 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
2020
Q4 		– Sell
-3,200
Closed -$370K – 129
2020
Q3 		$370K Buy
+3,200
New +$349K 0.18% 88
2019
Q4 		– Hold
0
– -$177K – 140
2019
Q3 		– Hold
0
– – – 135
2019
Q2 		– Hold
0
– – – 156
2019
Q1 		– Hold
0
– – – 152
2018
Q4 		– Hold
0
– – – 91
2018
Q3 		– Hold
0
– – – 92
2018
Q2 		– Sell
-2,800
Closed -$117K – 125
2018
Q1 		$117K Sell
2,800
-4,800
-63% -$207K 0.09% 142
2017
Q4 		$319K Buy
+7,600
New +$318K 0.27% 90

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 $3.37T AUM 44.26% 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

Whitener Capital Management's AAPL Position: Q2 2026 in Review

Whitener Capital Management reduced its Apple (AAPL) stake by 0.77% in Q2 2026, selling an estimated $199K and leaving 90,157 shares worth $26.1M. The position accounts for 5.53% of the portfolio, ranked #3.

Whitener Capital Management first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $27.3M in Q4 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Whitener Capital Management held 90,157 shares of Apple worth $26.1M as of Q2 2026.
  • Whitener Capital Management sold 697 Apple shares in Q2 2026, an estimated $199K.
  • Apple made up 5.53% of Whitener Capital Management's portfolio in Q2 2026, its #3 holding.
  • Whitener Capital Management first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
  • Whitener Capital Management's Apple position peaked at $27.3M in Q4 2025.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.