Pacific Asset Management’s Apple AAPL Stock Holding History

Pacific Asset 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	$2.61M	Buy	9,005 +559	+7%	+$160K	1.28%	18
2026 Q1	$2.14M	Sell	8,446 -41	-0.5%	-$10.7K	1.2%	20
2025 Q4	$2.31M	Buy	8,487 +52	+0.6%	+$14K	1.39%	16
2025 Q3	$2.15M	Buy	8,435 +2,289	+37%	+$517K	1.46%	17
2025 Q2	$1.26M	Buy	6,146 +26	+0.4%	+$5.25K	1.01%	23
2025 Q1	$1.36M	Sell	6,120 -63	-1%	-$14.6K	1.22%	19
2024 Q4	$1.55M	Buy	+6,183	New	+$1.46M	1.45%	18

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pacific Asset Management's AAPL Position: Q2 2026 in Review

Pacific Asset Management increased its Apple (AAPL) stake by 6.6% in Q2 2026, buying an estimated $160K and bringing the position to 9,005 shares worth $2.61M. The position accounts for 1.28% of the portfolio, ranked #18.

Pacific Asset Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Pacific Asset Management held 9,005 shares of Apple worth $2.61M as of Q2 2026.
Pacific Asset Management bought 559 Apple shares in Q2 2026, an estimated $160K.
Apple made up 1.28% of Pacific Asset Management's portfolio in Q2 2026, its #18 holding.
Pacific Asset Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pacific Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.