Whittier Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $445M | Sell |
1,718,238
-114,856
| -6% | -$29.9M | 5.02% | 2 |
|
|
2025
Q4 | $481M | Buy |
1,833,094
+47,935
| +3% | +$12.9M | 5.21% | 3 |
|
|
2025
Q3 | $461M | Buy |
1,785,159
+18,690
| +1% | +$4.22M | 5.24% | 3 |
|
|
2025
Q2 | $362M | Sell |
1,766,469
-24,463
| -1% | -$4.94M | 4.37% | 3 |
|
|
2025
Q1 | $398M | Sell |
1,790,932
-4,731
| -0.3% | -$1.1M | 5.54% | 1 |
|
|
2024
Q4 | $450M | Buy |
1,795,663
+3,017
| +0.2% | +$711K | 5.92% | 2 |
|
|
2024
Q3 | $418M | Buy |
1,792,646
+66,590
| +4% | +$14.9M | 5.59% | 2 |
|
|
2024
Q2 | $364M | Buy |
1,726,056
+71,298
| +4% | +$13.3M | 5.16% | 3 |
|
|
2024
Q1 | $284M | Sell |
1,654,758
-5,705
| -0.3% | -$1.04M | 4.14% | 3 |
|
|
2023
Q4 | $320M | Buy |
1,660,463
+7,918
| +0.5% | +$1.46M | 5.18% | 1 |
|
|
2023
Q3 | $283M | Buy |
1,652,545
+12,614
| +0.8% | +$2.31M | 5.03% | 1 |
|
|
2023
Q2 | $318M | Sell |
1,639,931
-46,632
| -3% | -$8.13M | 5.53% | 1 |
|
|
2023
Q1 | $278M | Sell |
1,686,563
-4,434
| -0.3% | -$654K | 5.06% | 1 |
|
|
2022
Q4 | $220M | Sell |
1,690,997
-45,631
| -3% | -$6.52M | 4.27% | 1 |
|
|
2022
Q3 | $240M | Buy |
1,736,628
+17,175
| +1% | +$2.7M | 5.03% | 1 |
|
|
2022
Q2 | $235M | Buy |
1,719,453
+8,365
| +0.5% | +$1.27M | 4.75% | 1 |
|
|
2022
Q1 | $299M | Sell |
1,711,088
-11,201
| -0.7% | -$1.88M | 5.04% | 1 |
|
|
2021
Q4 | $306M | Buy |
1,722,289
+60,100
| +4% | +$9.5M | 4.97% | 1 |
|
|
2021
Q3 | $235M | Sell |
1,662,189
-30,172
| -2% | -$4.44M | 4.28% | 1 |
|
|
2021
Q2 | $232M | Sell |
1,692,361
-11,142
| -0.7% | -$1.44M | 4.13% | 2 |
|
|
2021
Q1 | $208M | Buy |
1,703,503
+34,392
| +2% | +$4.41M | 4.04% | 2 |
|
|
2020
Q4 | $221M | Buy |
1,669,111
+6,766
| +0.4% | +$814K | 4.73% | 1 |
|
|
2020
Q3 | $193M | Buy |
1,662,345
+90,861
| +6% | +$9.91M | 4.58% | 2 |
|
|
2020
Q2 | $143M | Sell |
1,571,484
-26,152
| -2% | -$2.03M | 3.98% | 3 |
|
|
2020
Q1 | $102M | Sell |
1,597,636
-28,560
| -2% | -$2.1M | 3.32% | 3 |
|
|
2019
Q4 | $119M | Buy |
1,626,196
+8,680
| +0.5% | +$558K | 3.13% | 2 |
|
|
2019
Q3 | $90.6M | Buy |
1,617,516
+30,896
| +2% | +$1.62M | 2.59% | 3 |
|
|
2019
Q2 | $78.5M | Buy |
1,586,620
+20,424
| +1% | +$995K | 2.31% | 4 |
|
|
2019
Q1 | $74.4M | Buy |
1,566,196
+18,680
| +1% | +$792K | 2.27% | 4 |
|
|
2018
Q4 | $61M | Buy |
1,547,516
+8,300
| +0.5% | +$402K | 2.1% | 5 |
|
|
2018
Q3 | $86.9M | Sell |
1,539,216
-4,044
| -0.3% | -$211K | 2.71% | 3 |
|
|
2018
Q2 | $71.4M | Sell |
1,543,260
-37,412
| -2% | -$1.7M | 2.36% | 3 |
|
|
2018
Q1 | $66.3M | Buy |
1,580,672
+48,464
| +3% | +$2.09M | 2.23% | 3 |
|
|
2017
Q4 | $64.8M | Sell |
1,532,208
-57,032
| -4% | -$2.38M | 2.26% | 2 |
|
|
2017
Q3 | $61.2M | Sell |
1,589,240
-222,760
| -12% | -$8.64M | 2.23% | 2 |
|
|
2017
Q2 | $65.2M | Sell |
1,812,000
-13,268
| -0.7% | -$491K | 2.52% | 2 |
|
|
2017
Q1 | $65.6M | Buy |
1,825,268
+64,396
| +4% | +$2.12M | 2.64% | 2 |
|
|
2016
Q4 | $51M | Sell |
1,760,872
-117,836
| -6% | -$3.34M | 2.17% | 3 |
|
|
2016
Q3 | $53.1M | Sell |
1,878,708
-25,916
| -1% | -$686K | 2.31% | 2 |
|
|
2016
Q2 | $45.5M | Buy |
1,904,624
+17,308
| +0.9% | +$430K | 2.01% | 4 |
|
|
2016
Q1 | $51.4M | Buy |
1,887,316
+60,856
| +3% | +$1.52M | 2.27% | 2 |
|
|
2015
Q4 | $48.1M | Buy |
1,826,460
+102,972
| +6% | +$2.94M | 2.18% | 3 |
|
|
2015
Q3 | $47.5M | Buy |
1,723,488
+13,000
| +0.8% | +$381K | 2.31% | 2 |
|
|
2015
Q2 | $53.6M | Buy |
1,710,488
+97,304
| +6% | +$3.11M | 2.38% | 2 |
|
|
2015
Q1 | $50.2M | Buy |
1,613,184
+14,932
| +0.9% | +$451K | 2.3% | 2 |
|
|
2014
Q4 | $44.1M | Sell |
1,598,252
-8,100
| -0.5% | -$220K | 2.1% | 4 |
|
|
2014
Q3 | $40.5M | Sell |
1,606,352
-8,472
| -0.5% | -$208K | 1.97% | 5 |
|
|
2014
Q2 | $37.5M | Sell |
1,614,824
-71,896
| -4% | -$1.53M | 1.85% | 6 |
|
|
2014
Q1 | $32.3M | Buy |
1,686,720
+7,756
| +0.5% | +$148K | 1.66% | 8 |
|
|
2013
Q4 | $33.6M | Sell |
1,678,964
-136,640
| -8% | -$2.58M | 1.73% | 7 |
|
|
2013
Q3 | $30.9M | Sell |
1,815,604
-9,884
| -0.5% | -$164K | 1.67% | 8 |
|
|
2013
Q2 | $25.9M | Buy |
+1,825,488
| New | +$28.1M | 1.45% | 11 |
|
Other funds holding AAPL
VCM
VPM
Whittier Trust's AAPL Position: Q1 2026 in Review
Whittier Trust reduced its Apple (AAPL) stake by 6.3% in Q1 2026, selling an estimated $29.9M and leaving 1,718,238 shares worth $445M. The position accounts for 5.02% of the portfolio, ranked #2.
Whittier Trust first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $481M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Whittier Trust held 1,718,238 shares of Apple worth $445M as of Q1 2026.
- Whittier Trust sold 114,856 Apple shares in Q1 2026, an estimated $29.9M.
- Apple made up 5.02% of Whittier Trust's portfolio in Q1 2026, its #2 holding.
- Whittier Trust first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Whittier Trust's Apple position peaked at $481M in Q4 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.