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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
Q2 		$561K Buy
1,937
+219
+13% +$62.6K 0.53% 44
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oregon Pacific Wealth Management's AAPL Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $62.6K and bringing the position to 1,937 shares worth $561K. The position accounts for 0.53% of the portfolio, ranked #44.

Oregon Pacific Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oregon Pacific Wealth Management held 1,937 shares of Apple worth $561K as of Q2 2026.
  • Oregon Pacific Wealth Management bought 219 Apple shares in Q2 2026, an estimated $62.6K.
  • Apple made up 0.53% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Oregon Pacific Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Oregon Pacific Wealth Management's Apple position peaked at $1.23M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.