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William Allan Corp’s Apple AAPL Stock Holding History

William Allan Corp’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 		$10.6M Sell
36,467
-807
-2% -$231K 5.16% 4
2026
Q1 		$9.46M Sell
37,274
-88
-0.2% -$22.9K 5.6% 3
2025
Q4 		$10.2M Sell
37,362
-844
-2% -$227K 5.76% 3
2025
Q3 		$9.73M Sell
38,206
-645
-2% -$146K 5.46% 2
2025
Q2 		$7.97M Buy
38,851
+571
+1% +$115K 4.64% 3
2025
Q1 		$8.5M Buy
38,280
+19
+0% +$4.4K 5.33% 2
2024
Q4 		$9.58M Sell
38,261
-1,560
-4% -$368K 5.89% 1
2024
Q3 		$9.28M Sell
39,821
-3,723
-9% -$831K 5.76% 2
2024
Q2 		$9.17M Sell
43,544
-2,076
-5% -$387K 6.13% 2
2024
Q1 		$7.82M Buy
45,620
+891
+2% +$162K 5.2% 3
2023
Q4 		$8.61M Sell
44,729
-4,802
-10% -$887K 6.18% 2
2023
Q3 		$8.48M Sell
49,531
-1,139
-2% -$209K 6.71% 1
2023
Q2 		$9.83M Sell
50,670
-1,070
-2% -$186K 7.53% 1
2023
Q1 		$8.53M Sell
51,740
-58
-0.1% -$8.56K 6.77% 1
2022
Q4 		$6.73M Sell
51,798
-1,537
-3% -$220K 5.66% 1
2022
Q3 		$7.37M Sell
53,335
-3,920
-7% -$615K 6.81% 1
2022
Q2 		$7.83M Buy
57,255
+543
+1% +$82.2K 6.96% 1
2022
Q1 		$9.9M Sell
56,712
-23
-0% -$3.87K 7.46% 1
2021
Q4 		$10.1M Buy
+56,735
New +$8.97M 7.16% 1

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

William Allan Corp's AAPL Position: Q2 2026 in Review

William Allan Corp reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $231K and leaving 36,467 shares worth $10.6M. The position accounts for 5.16% of the portfolio, ranked #4.

William Allan Corp first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • William Allan Corp held 36,467 shares of Apple worth $10.6M as of Q2 2026.
  • William Allan Corp sold 807 Apple shares in Q2 2026, an estimated $231K.
  • Apple made up 5.16% of William Allan Corp's portfolio in Q2 2026, its #4 holding.
  • William Allan Corp first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on William Allan Corp's 13F filing for Q2 2026, filed 28 Jul 2026.