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Oregon Pacific Wealth Management’s Apple AAPL Stock Holding History

Oregon Pacific Wealth 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
2026
Q1 		$436K Hold
1,718
– – 0.45% 56
2025
Q4 		$467K Sell
1,718
-2,853
-62% -$766K 0.48% 48
2025
Q3 		$1.16M Sell
4,571
-260
-5% -$58.7K 1.01% 21
2025
Q2 		$991K Hold
4,831
– – 0.94% 25
2025
Q1 		$1.07M Sell
4,831
-79
-2% -$18.3K 1.07% 22
2024
Q4 		$1.23M Buy
+4,910
New +$1.16M 1.21% 18

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

Oregon Pacific Wealth Management's AAPL Position: Q1 2026 in Review

Oregon Pacific Wealth Management held its Apple (AAPL) position steady in Q1 2026 at 1,718 shares worth $436K. The position accounts for 0.45% of the portfolio, ranked #56.

Oregon Pacific Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Oregon Pacific Wealth Management held 1,718 shares of Apple worth $436K as of Q1 2026.
  • Oregon Pacific Wealth Management left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.45% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Oregon Pacific Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Oregon Pacific Wealth Management's Apple position peaked at $1.23M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.