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Pacific Sun Financial’s Apple AAPL Stock Holding History

Pacific Sun Financial’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 		$10.6M Buy
41,604
+242
+0.6% +$63K 5.11% 1
2025
Q4 		$11.2M Sell
41,362
-6,361
-13% -$1.71M 5.42% 1
2025
Q3 		$12.2M Buy
47,723
+136
+0.3% +$30.7K 5.87% 1
2025
Q2 		$9.76M Buy
47,587
+1,550
+3% +$313K 5.1% 1
2025
Q1 		$10.2M Buy
46,037
+727
+2% +$168K 5.82% 1
2024
Q4 		$11.3M Sell
45,310
-32
-0.1% -$7.54K 6.18% 1
2024
Q3 		$10.6M Sell
45,342
-27
-0.1% -$6.03K 5.83% 1
2024
Q2 		$9.56M Sell
45,369
-57
-0.1% -$10.6K 5.65% 1
2024
Q1 		$7.79M Buy
45,426
+4,846
+12% +$881K 4.54% 1
2023
Q4 		$7.81M Buy
40,580
+114
+0.3% +$21K 4.93% 1
2023
Q3 		$6.93M Buy
40,466
+599
+2% +$110K 4.8% 1
2023
Q2 		$6.57M Buy
+39,867
New +$6.95M 4.4% 1
2022
Q4 		$5.18M Sell
39,900
-6,068
-13% -$867K 3.65% 1
2022
Q3 		$6.35M Buy
45,968
+5,343
+13% +$839K 4.46% 1
2022
Q2 		$5.55M Buy
40,625
+475
+1% +$71.9K 3.66% 1
2022
Q1 		$7.01M Buy
40,150
+287
+0.7% +$48.3K 3.84% 1
2021
Q4 		$7.08M Buy
39,863
+105
+0.3% +$16.6K 3.78% 2
2021
Q3 		$5.63M Buy
+39,758
New +$5.85M 3.23% 2
2020
Q3 		$3.13M Sell
27,003
-4,157
-13% -$454K 2.61% 3
2020
Q2 		$2.84M Buy
31,160
+760
+3% +$58.9K 2.56% 3
2020
Q1 		$1.93M Buy
30,400
+2,732
+10% +$201K 2.22% 6
2019
Q4 		$2.03M Buy
27,668
+16
+0.1% +$1.03K 1.79% 10
2019
Q3 		$1.55M Buy
27,652
+280
+1% +$14.6K 1.46% 16
2019
Q2 		$1.35M Buy
+27,372
New +$1.33M 1.29% 19
2018
Q2 		$1.28M Sell
24,820
-592
-2% -$26.8K 1.32% 19
2018
Q1 		$1.07M Sell
25,412
-83,648
-77% -$3.6M 1.41% 15
2017
Q4 		$4.61M Buy
+109,060
New +$4.56M 2.53% 5

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
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 $1.56T 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

Pacific Sun Financial's AAPL Position: Q1 2026 in Review

Pacific Sun Financial increased its Apple (AAPL) stake by 0.59% in Q1 2026, buying an estimated $63K and bringing the position to 41,604 shares worth $10.6M. The position accounts for 5.11% of the portfolio, ranked #1.

Pacific Sun Financial first reported a position in AAPL in Q4 2017 and has held it in 27 quarters since. The position peaked at $12.2M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Pacific Sun Financial held 41,604 shares of Apple worth $10.6M as of Q1 2026.
  • Pacific Sun Financial bought 242 Apple shares in Q1 2026, an estimated $63K.
  • Apple made up 5.11% of Pacific Sun Financial's portfolio in Q1 2026, its #1 holding.
  • Pacific Sun Financial first reported a position in Apple in Q4 2017 and has held it in 27 quarters since.
  • Pacific Sun Financial's Apple position peaked at $12.2M in Q3 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.