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West Family Investments, Inc.

Position in AAPL — Apple Inc.

CIK 1568303 CARLSBAD, CA

Position in AAPL

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$10,682,528
-$7,084,882 QoQ
Shares Held
42,092
-35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.55%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Position in Consumer Electronics

Technology · as of Mar 31, 2026

West Family Investments, Inc. holds $11,365,623 across 3 Consumer Electronics names. AAPL ranks #1 (94.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AAPL
Apple Inc.
This page
42,092 $10,682,528

All Filings in AAPL

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $10,682,528 42,092
2025-12-31 $17,767,410 65,355
2025-09-30 $17,803,984 69,921
2025-06-30 $14,110,566 68,775
2025-03-31 $10,407,456 46,853
2024-12-31 $11,321,237 45,209
2024-09-30 $10,653,226 45,722
2024-06-30 $8,251,249 39,176
2024-03-31 $6,711,212 39,137
2023-12-31 $7,468,816 38,793
2023-09-30 $6,607,165 38,591
2023-06-30 $7,473,276 38,528
2022-12-31 $5,012,439 38,578
2022-09-30 $6,187,490 44,772
2022-06-30 $6,118,630 44,753
2022-03-31 $8,429,646 48,277
2021-12-31 $8,550,883 48,155
2021-09-30 $7,734,248 54,659
2021-06-30 $6,867,996 50,146