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WestEnd Advisors, LLC → AAPL

WestEnd Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$1.5M
Q3 2026
Peak value
$231.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$53.3M
Q4 2025$214.4M
Q1 2026$47.4M
Q1 2026$231.9M
Q2 2026$48.7M
Q2 2026$2.2M
Q3 2026$42.4M
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M18.2K——
Q3 2026$42.4M127.3K——
Q2 2026$2.2M26.7K——
Q2 2026$48.7M168.3K——
Q1 2026$231.9M2.83M——
Q1 2026$47.4M186.7K——
Q4 2025$214.4M2.76M——
Q4 2025$53.3M195.9K——

Other funds holding AAPL

Other WestEnd Advisors, LLC positions

STT-PG

SELECT SECTOR SPDR TR SBI INT-

$655.2M
STT-PG

SELECT SECTOR SPDR TR SBI INT-

$640.2M
STT-PG

SELECT SECTOR SPDR TR SBI INT-

$464.4M
STT-PG

SELECT SECTOR SPDR TR SBI INT-

$457.1M
STT-PG

SELECT SECTOR SPDR TR SBI INT-

$435.9M
STT-PG

SELECT SECTOR SPDR TR SBI INT-

$428.4M
STT-PG

SELECT SECTOR SPDR TR SBI INT-

$383.3M
ETHA

ISHARES TR CORE MSCI EURO

$364M