Westhill Financial Advisors, Inc. / AAPL
Westhill Financial Advisors, Inc.’s Apple Inc Position
Does Westhill Financial Advisors, Inc. own Apple Inc (AAPL)? Yes — 37.5K shares worth $10M (+1.82% of its 13F portfolio) as of Q1 2026, down from 38.5K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
37.5K
% of Portfolio
+1.82%
Quarters Held
20
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 37.5K | $10M | +1.82% |
| Q4 2025 | 38.5K | $10M | +1.99% |
| Q3 2025 | 42.0K | $11M | +2.09% |
| Q2 2025 | 44.1K | $9M | +1.92% |
| Q1 2025 | 44.6K | $10M | +2.27% |
| Q4 2024 | 46.8K | $12M | +2.63% |
| Q3 2024 | 47.2K | $11M | +2.46% |
| Q2 2024 | 39.4K | $8M | +2.01% |
| Q1 2024 | 41.7K | $7M | +1.76% |
| Q4 2023 | 43.3K | $8M | +2.21% |
| Q3 2023 | 43.4K | $7M | +2.17% |
| Q2 2023 | 40.5K | $8M | +2.22% |
| Q1 2023 | 41.9K | $7M | +2.07% |
| Q4 2022 | 47.2K | $6M | +1.96% |
| Q3 2022 | 36.9K | $5M | +1.74% |
| Q2 2022 | 35.5K | $5M | +1.60% |
| Q1 2022 | 35.8K | $6M | +1.80% |
| Q4 2021 | 34.7K | $6M | +1.74% |
| Q3 2021 | 34.7K | $5M | +1.52% |
| Q4 2020 | 31.5K | $4M | +1.65% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westhill Financial Advisors, Inc.’s full portfolio or all institutional holders of AAPL.