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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Whitener Capital Management's AAPL Position: Q3 2026 in Review

Whitener Capital Management reduced its Apple (AAPL) stake by 9.2% in Q3 2026, selling an estimated $2.65M and leaving 81,905 shares worth $27.3M. The position accounts for 5.44% of the portfolio, ranked #3.

Whitener Capital Management first reported a position in AAPL in Q4 2017 and has held it in 36 quarters since. The position peaked at $27.3M in Q4 2025. 989 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Whitener Capital Management held 81,905 shares of Apple worth $27.3M as of Q3 2026.
Whitener Capital Management sold 8,252 Apple shares in Q3 2026, an estimated $2.65M.
Apple made up 5.44% of Whitener Capital Management's portfolio in Q3 2026, its #3 holding.
Whitener Capital Management first reported a position in Apple in Q4 2017 and has held it in 36 quarters since.
Whitener Capital Management's Apple position peaked at $27.3M in Q4 2025.
989 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Whitener Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.