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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
2025
Q4 		– Sell
-800
Closed -$204K – 112
2025
Q3 		$204K Sell
800
-100
-11% -$22.6K 0.07% 102
2025
Q2 		$185K Buy
+900
New +$182K 0.07% 96

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 3,007 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.
  • 3,007 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.