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Westchester Capital Management, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westchester Capital Management, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Westchester Capital Management, Inc. held 152,601 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,601 shares
    Change vs previous 13F -4,091 shares

    7.95% of the 13F portfolio, value $44,156,584.

    13F-HR 0001104659-26-085982 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 156,692 shares
    Change vs previous 13F -111 shares

    8.01% of the 13F portfolio, value $39,766,826.

    13F-HR 0001104659-26-056078 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 156,803 shares
    Change vs previous 13F +707 shares

    8.81% of the 13F portfolio, value $42,628,424.

    13F-HR 0001104659-26-014458 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 156,096 shares
    Change vs previous 13F -2,097 shares

    8.54% of the 13F portfolio, value $39,746,688.

    13F-HR 0001104659-25-108451 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 158,193 shares
    Change vs previous 13F +448 shares

    7.64% of the 13F portfolio, value $32,456,428.

    13F-HR 0001104659-25-070873 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 157,745 shares
    Change vs previous 13F +551 shares

    8.71% of the 13F portfolio, value $35,039,865.

    13F-HR 0001104659-25-046340 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 157,194 shares
    Change vs previous 13F +1,045 shares

    9.9% of the 13F portfolio, value $39,364,485.

    13F-HR 0001104659-25-010664 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 156,149 shares
    Change vs previous 13F not available

    8.84% of the 13F portfolio, value $36,382,683.

    13F-HR 0001104659-24-113492 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).