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Willner & Heller’s Apple AAPL Stock Holding History

Willner & Heller’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 		$5.44M Sell
18,794
-518
-3% -$148K 3.41% 3
2026
Q1 		$4.9M Buy
19,312
+10
+0.1% +$2.6K 3.65% 2
2025
Q4 		$5.25M Sell
19,302
-127
-0.7% -$34.1K 3.77% 2
2025
Q3 		$4.95M Sell
19,429
-319
-2% -$72.1K 3.8% 2
2025
Q2 		$4.05M Sell
19,748
-328
-2% -$66.2K 3.41% 4
2025
Q1 		$4.46M Buy
20,076
+319
+2% +$73.9K 4.12% 2
2024
Q4 		$4.95M Sell
19,757
-347
-2% -$81.8K 4.33% 2
2024
Q3 		$4.68M Sell
20,104
-42
-0.2% -$9.38K 4.17% 2
2024
Q2 		$4.24M Sell
20,146
-215
-1% -$40.1K 4.07% 2
2024
Q1 		$3.49M Sell
20,361
-318
-2% -$57.8K 3.48% 3
2023
Q4 		$3.98M Buy
+20,679
New +$3.82M 4.45% 1
2022
Q4 		$2.79M Sell
21,488
-474
-2% -$67.7K 3.97% 1
2022
Q3 		$3.04M Sell
21,962
-161
-0.7% -$25.3K 4.9% 1
2022
Q2 		$3.02M Buy
22,123
+10
+0% +$1.51K 4.71% 1
2022
Q1 		$3.93M Sell
22,113
-157
-0.7% -$26.4K 4.83% 1
2021
Q4 		$3.15M Buy
+22,270
New +$3.52M 4.19% 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

Willner & Heller's AAPL Position: Q2 2026 in Review

Willner & Heller reduced its Apple (AAPL) stake by 2.7% in Q2 2026, selling an estimated $148K and leaving 18,794 shares worth $5.44M. The position accounts for 3.41% of the portfolio, ranked #3.

Willner & Heller first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Willner & Heller held 18,794 shares of Apple worth $5.44M as of Q2 2026.
  • Willner & Heller sold 518 Apple shares in Q2 2026, an estimated $148K.
  • Apple made up 3.41% of Willner & Heller's portfolio in Q2 2026, its #3 holding.
  • Willner & Heller first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.