WESTCO ADVISORY SERVICES INC /ADV AAPL — APPLE INC

Ownership history in WESTCO ADVISORY SERVICES INC /ADV  ·  3 quarters on record

AI Ownership Summary

WESTCO ADVISORY SERVICES INC /ADV reported APPLE INC (AAPL) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 11.58% in 2026 Q3. The latest visible filing shows AAPL at 11.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WESTCO ADVISORY SERVICES INC /ADV's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AAPL was reported at 11.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.58% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WESTCO ADVISORY SERVICES INC /ADV held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 57,893 -822 -1.4% 11.58% $19.3M 2026-10-14 $342.96
2026 Q2 REDUCED — — — 58,715 -1,505 -2.5% 10.25% $17.0M 2026-07-28 $339.79
2026 Q1 INITIATED — — — 60,220 — — 9.83% $15.3M 2026-05-13 $298.61

FAQ About WESTCO ADVISORY SERVICES INC /ADV and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has WESTCO ADVISORY SERVICES INC /ADV reported owning AAPL?

WESTCO ADVISORY SERVICES INC /ADV reported AAPL across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported AAPL position in WESTCO ADVISORY SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for AAPL was 11.58% in 2026 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q3, when WESTCO ADVISORY SERVICES INC /ADV reported 57,893 shares, equal to 11.58% of portfolio, with an estimated market value of $19.3M.

What does the chart on this AAPL ownership page compare?

The chart compares WESTCO ADVISORY SERVICES INC /ADV's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to WESTCO ADVISORY SERVICES INC /ADV Holdings