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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pacific Wealth Management's AAPL Position: Q1 2026 in Review

Pacific Wealth Management reduced its Apple (AAPL) stake by 14% in Q1 2026, selling an estimated $79.1K and leaving 1,922 shares worth $488K. The position accounts for 0.26% of the portfolio, ranked #10.

Pacific Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $605K in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Pacific Wealth Management held 1,922 shares of Apple worth $488K as of Q1 2026.
Pacific Wealth Management sold 304 Apple shares in Q1 2026, an estimated $79.1K.
Apple made up 0.26% of Pacific Wealth Management's portfolio in Q1 2026, its #10 holding.
Pacific Wealth Management first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
Pacific Wealth Management's Apple position peaked at $605K in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Pacific Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.