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Occidental Asset Management’s Apple AAPL Stock Holding History

Occidental Asset Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,700
Closed -$14.6K – 277
2025
Q2 		$14.6K Buy
4,700
+2,700
+135% +$545K ﹤0.01% 263
2025
Q1 		$7.5K Buy
+2,000
New +$463K ﹤0.01% 250

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Occidental Asset Management's AAPL Position: Q1 2026 in Review

Occidental Asset Management increased its Apple (AAPL) stake by 1.4% in Q1 2026, buying an estimated $652K and bringing the position to 180,729 shares worth $45.9M. The position accounts for 5.43% of the portfolio, ranked #2.

Occidental Asset Management first reported a position in AAPL in Q1 2014 and has held it in 49 quarters since. The position peaked at $48.5M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Occidental Asset Management held 180,729 shares of Apple worth $45.9M as of Q1 2026.
  • Occidental Asset Management bought 2,506 Apple shares in Q1 2026, an estimated $652K.
  • Apple made up 5.43% of Occidental Asset Management's portfolio in Q1 2026, its #2 holding.
  • Occidental Asset Management first reported a position in Apple in Q1 2014 and has held it in 49 quarters since.
  • Occidental Asset Management's Apple position peaked at $48.5M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.