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Pacific Excel Wealth Advisors’s Apple AAPL Stock Holding History

Pacific Excel 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 		$6.99M Buy
24,145
+15,554
+181% +$4.45M 2.7% 7
2026
Q1 		$2.18M Buy
8,591
+551
+7% +$143K 2.29% 5
2025
Q4 		$2.14M Buy
+8,040
New +$2.16M 4.04% 1

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

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

Pacific Excel Wealth Advisors increased its Apple (AAPL) stake by 181% in Q2 2026, buying an estimated $4.45M and bringing the position to 24,145 shares worth $6.99M. The position accounts for 2.7% of the portfolio, ranked #7.

Pacific Excel Wealth Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pacific Excel Wealth Advisors held 24,145 shares of Apple worth $6.99M as of Q2 2026.
  • Pacific Excel Wealth Advisors bought 15,554 Apple shares in Q2 2026, an estimated $4.45M.
  • Apple made up 2.7% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Pacific Excel Wealth Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.