Pacific Sage Partners’s Apple AAPL Stock Holding History

Pacific Sage Partners’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	$8.58M	Buy	33,810 +2,800	+9%	+$729K	1.35%	21
2025 Q4	$8.43M	Buy	31,010 +245	+0.8%	+$65.8K	1.34%	21
2025 Q3	$7.83M	Sell	30,765 -2,129	-6%	-$481K	1.31%	20
2025 Q2	$6.75M	Buy	32,894 +150	+0.5%	+$30.3K	1.34%	19
2025 Q1	$7.27M	Sell	32,744 -1,352	-4%	-$313K	1.64%	16
2024 Q4	$8.54M	Buy	34,096 +1,351	+4%	+$318K	1.95%	10
2024 Q3	$7.63M	Sell	32,745 -115	-0.3%	-$25.7K	1.82%	10
2024 Q2	$6.92M	Buy	32,860 +9	+0%	+$1.68K	1.72%	12
2024 Q1	$5.63M	Sell	32,851 -469	-1%	-$85.3K	1.46%	14
2023 Q4	$6.42M	Sell	33,320 -37	-0.1%	-$6.83K	1.76%	11
2023 Q3	$5.71M	Sell	33,357 -344	-1%	-$63.1K	1.72%	11
2023 Q2	$6.54M	Buy	33,701 +17	+0.1%	+$2.96K	1.94%	9
2023 Q1	$5.55M	Sell	33,684 -97	-0.3%	-$14.3K	1.79%	8
2022 Q4	$4.39M	Buy	+33,781	New	+$4.83M	1.46%	13

Other funds holding AAPL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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 $1.47T 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