Pacific Wealth Management
AAPL icon

Pacific Wealth Management’s Apple AAPL Stock Holding History

Pacific Wealth 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
Q3 		$640K Sell
1,922
-237
-11% -$76.1K 0.28% 12
2026
Q2 		$625K Buy
2,159
+237
+12% +$67.8K 0.28% 9
2026
Q1 		$488K Sell
1,922
-304
-14% -$79.1K 0.26% 10
2025
Q4 		$605K Hold
2,226
– – 0.28% 10
2025
Q3 		$567K Buy
2,226
+646
+41% +$146K 0.29% 10
2025
Q2 		$324K Hold
1,580
– – 0.16% 17
2025
Q1 		$351K Hold
1,580
– – 0.19% 12
2024
Q4 		$396K Hold
1,580
– – 0.21% 11
2024
Q3 		$368K Hold
1,580
– – 0.17% 14
2024
Q2 		$333K Hold
1,580
– – 0.17% 17
2024
Q1 		$304K Hold
1,580
– – 0.17% 21
2023
Q4 		$304K Hold
1,580
– – 0.17% 21
2023
Q3 		$271K Hold
1,580
– – 0.18% 20
2023
Q2 		$306K Hold
1,580
– – 0.2% 20
2023
Q1 		$261K Hold
1,580
– – 0.17% 23
2022
Q4 		$205K Hold
1,580
– – 0.15% 27
2022
Q3 		$218K Sell
1,580
-47
-3% -$7.38K 0.19% 16
2022
Q2 		$222K Buy
1,627
+47
+3% +$7.12K 0.24% 14
2022
Q1 		$276K Hold
1,580
– – 0.25% 11
2021
Q4 		$281K Hold
1,580
– – 0.21% 11
2021
Q3 		$224K Hold
1,580
– – 0.19% 8
2021
Q2 		$216K Buy
+1,580
New +$205K 0.18% 9
2021
Q1 		– Sell
-1,580
Closed -$210K – 13
2020
Q4 		$210K Buy
+1,580
New +$190K 0.13% 11

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Pacific Wealth Management's AAPL Position: Q3 2026 in Review

Pacific Wealth Management reduced its Apple (AAPL) stake by 11% in Q3 2026, selling an estimated $76.1K and leaving 1,922 shares worth $640K. The position accounts for 0.28% of the portfolio, ranked #12.

Pacific Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Pacific Wealth Management held 1,922 shares of Apple worth $640K as of Q3 2026.
  • Pacific Wealth Management sold 237 Apple shares in Q3 2026, an estimated $76.1K.
  • Apple made up 0.28% of Pacific Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Pacific Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Pacific Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.