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Oceanside Advisors’s Apple AAPL Stock Holding History

Oceanside Advisors’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
2026
Q2 		$1.59M Buy
5,504
+1,646
+43% +$471K 0.8% 17
2026
Q1 		$979K Buy
3,858
+567
+17% +$148K 0.56% 24
2025
Q4 		$895K Sell
3,291
-5
-0.2% -$1.34K 0.54% 25
2025
Q3 		$839K Buy
3,296
+120
+4% +$27.1K 0.52% 24
2025
Q2 		$652K Sell
3,176
-2
-0.1% -$404 0.44% 27
2025
Q1 		$706K Sell
3,178
-13
-0.4% -$3.01K 0.51% 24
2024
Q4 		$799K Buy
3,191
+493
+18% +$116K 0.6% 23
2024
Q3 		$629K Sell
2,698
-47
-2% -$10.5K 0.47% 25
2024
Q2 		$578K Sell
2,745
-104
-4% -$19.4K 0.47% 26
2024
Q1 		$489K Sell
2,849
-32
-1% -$5.82K 0.4% 28
2023
Q4 		$555K Buy
+2,881
New +$532K 0.49% 25

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Oceanside Advisors's AAPL Position: Q2 2026 in Review

Oceanside Advisors increased its Apple (AAPL) stake by 43% in Q2 2026, buying an estimated $471K and bringing the position to 5,504 shares worth $1.59M. The position accounts for 0.8% of the portfolio, ranked #17.

Oceanside Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 3,049 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oceanside Advisors held 5,504 shares of Apple worth $1.59M as of Q2 2026.
  • Oceanside Advisors bought 1,646 Apple shares in Q2 2026, an estimated $471K.
  • Apple made up 0.8% of Oceanside Advisors's portfolio in Q2 2026, its #17 holding.
  • Oceanside Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 3,049 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.