Occidental Asset Management’s Apple AAPL Stock Holding History

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

Occidental Asset Management's AAPL Position: Q2 2026 in Review

Occidental Asset Management increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $755K and bringing the position to 183,367 shares worth $53.1M. The position accounts for 5.27% of the portfolio, ranked #2.

Occidental Asset Management first reported a position in AAPL in Q1 2014 and has held it in 50 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Occidental Asset Management held 183,367 shares of Apple worth $53.1M as of Q2 2026.
  • Occidental Asset Management bought 2,638 Apple shares in Q2 2026, an estimated $755K.
  • Apple made up 5.27% of Occidental Asset Management's portfolio in Q2 2026, its #2 holding.
  • Occidental Asset Management first reported a position in Apple in Q1 2014 and has held it in 50 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.