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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pacific Wealth Management's AAPL Position: Q2 2026 in Review

Pacific Wealth Management increased its Apple (AAPL) stake by 12% in Q2 2026, buying an estimated $67.8K and bringing the position to 2,159 shares worth $625K. The position accounts for 0.28% of the portfolio, ranked #9.

Pacific Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Pacific Wealth Management held 2,159 shares of Apple worth $625K as of Q2 2026.
Pacific Wealth Management bought 237 Apple shares in Q2 2026, an estimated $67.8K.
Apple made up 0.28% of Pacific Wealth Management's portfolio in Q2 2026, its #9 holding.
Pacific Wealth Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pacific Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.