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Omega Financial Group’s Apple AAPL Stock Holding History

Omega Financial Group’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 		$2.7M Sell
9,316
-33,530
-78% -$9.59M 0.82% 31
2026
Q1 		$10.9M Buy
42,846
+33,745
+371% +$8.78M 3.53% 10
2025
Q4 		$2.47M Buy
9,101
+32
+0.4% +$8.59K 0.81% 34
2025
Q3 		$2.31M Sell
9,069
-588
-6% -$133K 0.76% 33
2025
Q2 		$1.98M Buy
9,657
+1,932
+25% +$390K 0.7% 34
2025
Q1 		$1.72M Buy
7,725
+806
+12% +$187K 0.66% 37
2024
Q4 		$1.73M Buy
6,919
+352
+5% +$83K 0.66% 35
2024
Q3 		$1.53M Sell
6,567
-3,261
-33% -$728K 0.58% 39
2024
Q2 		$2.07M Buy
9,828
+2,087
+27% +$389K 0.84% 36
2024
Q1 		$1.33M Buy
7,741
+232
+3% +$42.2K 0.54% 43
2023
Q4 		$1.45M Sell
7,509
-56
-0.7% -$10.3K 0.62% 39
2023
Q3 		$1.3M Sell
7,565
-12
-0.2% -$2.2K 0.63% 41
2023
Q2 		$1.47M Sell
7,577
-65
-0.9% -$11.3K 0.67% 40
2023
Q1 		$1.26M Sell
7,642
-2,300
-23% -$339K 0.58% 41
2022
Q4 		$1.29M Buy
9,942
+37
+0.4% +$5.29K 0.67% 40
2022
Q3 		$1.37M Buy
9,905
+2,814
+40% +$442K 0.71% 35
2022
Q2 		$969K Sell
7,091
-521
-7% -$78.9K 0.47% 47
2022
Q1 		$1.33M Sell
7,612
-1,698
-18% -$286K 0.58% 37
2021
Q4 		$1.65M Buy
9,310
+350
+4% +$55.3K 0.73% 36
2021
Q3 		$1.27M Sell
8,960
-62
-0.7% -$9.13K 0.6% 40
2021
Q2 		$1.24M Sell
9,022
-93
-1% -$12.1K 0.6% 40
2021
Q1 		$1.11M Sell
9,115
-89
-1% -$11.4K 0.57% 42
2020
Q4 		$1.22M Buy
9,204
+2
+0% +$241 0.66% 40
2020
Q3 		$1.07M Sell
9,202
-426
-4% -$46.5K 0.65% 39
2020
Q2 		$878K Buy
9,628
+1,380
+17% +$107K 0.56% 39
2020
Q1 		$524K Sell
8,248
-4,532
-35% -$333K 0.4% 41
2019
Q4 		$938K Buy
12,780
+1,000
+8% +$64.3K 0.62% 39
2019
Q3 		$660K Buy
11,780
+48
+0.4% +$2.51K 0.46% 45
2019
Q2 		$580K Sell
11,732
-54,124
-82% -$2.64M 0.43% 44
2019
Q1 		$3.13M Buy
65,856
+55,400
+530% +$2.35M 2.31% 14
2018
Q4 		$412K Buy
+10,456
New +$507K 0.36% 46

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

Omega Financial Group's AAPL Position: Q2 2026 in Review

Omega Financial Group reduced its Apple (AAPL) stake by 78% in Q2 2026, selling an estimated $9.59M and leaving 9,316 shares worth $2.7M. The position accounts for 0.82% of the portfolio, ranked #31.

Omega Financial Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.9M in Q1 2026. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Omega Financial Group held 9,316 shares of Apple worth $2.7M as of Q2 2026.
  • Omega Financial Group sold 33,530 Apple shares in Q2 2026, an estimated $9.59M.
  • Apple made up 0.82% of Omega Financial Group's portfolio in Q2 2026, its #31 holding.
  • Omega Financial Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • Omega Financial Group's Apple position peaked at $10.9M in Q1 2026.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.