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Pacific Capital Wealth Advisors’s Apple AAPL Stock Holding History

Pacific Capital Wealth Advisors’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 		$4.84M Sell
16,713
-599
-3% -$171K 0.73% 18
2026
Q1 		$4.39M Buy
17,312
+673
+4% +$175K 0.74% 20
2025
Q4 		$4.52M Sell
16,639
-361
-2% -$96.9K 0.78% 18
2025
Q3 		$4.33M Sell
17,000
-7,264
-30% -$1.64M 0.75% 18
2025
Q2 		$5.09M Sell
24,264
-13,940
-36% -$2.82M 0.93% 16
2025
Q1 		$8.49M Buy
38,204
+69
+0.2% +$16K 1.47% 12
2024
Q4 		$9.55M Sell
38,135
-84
-0.2% -$19.8K 1.59% 12
2024
Q3 		$8.91M Buy
38,219
+252
+0.7% +$56.3K 1.5% 14
2024
Q2 		$8M Buy
37,967
+3,886
+11% +$725K 1.46% 15
2024
Q1 		$5.84M Buy
34,081
+274
+0.8% +$49.8K 1.38% 15
2023
Q4 		$6.51M Sell
33,807
-53
-0.2% -$9.79K 1.65% 14
2023
Q3 		$5.8M Sell
33,860
-200
-0.6% -$36.7K 1.63% 14
2023
Q2 		$6.61M Buy
34,060
+241
+0.7% +$42K 1.68% 16
2023
Q1 		$5.58M Buy
33,819
+9,317
+38% +$1.37M 1.44% 16
2022
Q4 		$3.18M Sell
24,502
-4,698
-16% -$671K 0.82% 27
2022
Q3 		$4.04M Sell
29,200
-261
-0.9% -$41K 1.1% 21
2022
Q2 		$4.03M Buy
29,461
+518
+2% +$78.4K 1.12% 22
2022
Q1 		$5.05M Sell
28,943
-1,482
-5% -$249K 1.44% 19
2021
Q4 		$5.4M Sell
30,425
-931
-3% -$147K 1.56% 20
2021
Q3 		$4.44M Buy
31,356
+17,381
+124% +$2.56M 1.41% 21
2021
Q2 		$1.91M Sell
13,975
-1,685
-11% -$218K 0.96% 32
2021
Q1 		$1.91M Buy
15,660
+3,407
+28% +$437K 1.06% 28
2020
Q4 		$1.63M Buy
12,253
+426
+4% +$51.2K 0.92% 32
2020
Q3 		$1.37M Buy
11,827
+1,159
+11% +$126K 0.81% 33
2020
Q2 		$973K Sell
10,668
-52
-0.5% -$4.03K 0.66% 34
2020
Q1 		$681K Sell
10,720
-184
-2% -$13.5K 0.51% 36
2019
Q4 		$800K Buy
+10,904
New +$701K 0.53% 36

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Pacific Capital Wealth Advisors's AAPL Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $171K and leaving 16,713 shares worth $4.84M. The position accounts for 0.73% of the portfolio, ranked #18.

Pacific Capital Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.55M in Q4 2024. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pacific Capital Wealth Advisors held 16,713 shares of Apple worth $4.84M as of Q2 2026.
  • Pacific Capital Wealth Advisors sold 599 Apple shares in Q2 2026, an estimated $171K.
  • Apple made up 0.73% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Pacific Capital Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Pacific Capital Wealth Advisors's Apple position peaked at $9.55M in Q4 2024.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.