Pacific Wealth Strategies Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.36M | Sell |
18,521
-19,767
| -52% | -$5.65M | 3.08% | 6 |
|
|
2026
Q1 | $9.72M | Sell |
38,288
-9,184
| -19% | -$2.39M | 6.06% | 4 |
|
|
2025
Q4 | $12.9M | Buy |
47,472
+747
| +2% | +$201K | 7.31% | 4 |
|
|
2025
Q3 | $11.9M | Buy |
46,725
+2,525
| +6% | +$570K | 7.3% | 4 |
|
|
2025
Q2 | $9.17M | Buy |
44,200
+5,625
| +15% | +$1.14M | 6.02% | 5 |
|
|
2025
Q1 | $8.57M | Sell |
38,575
-1,015
| -3% | -$235K | 6.37% | 5 |
|
|
2024
Q4 | $9.91M | Buy |
39,590
+11,508
| +41% | +$2.71M | 6.89% | 5 |
|
|
2024
Q3 | $6.54M | Buy |
28,082
+475
| +2% | +$106K | 4.85% | 7 |
|
|
2024
Q2 | $5.81M | Sell |
27,607
-2,186
| -7% | -$408K | 4.8% | 7 |
|
|
2024
Q1 | $5.11M | Sell |
29,793
-34
| -0.1% | -$6.18K | 4.26% | 9 |
|
|
2023
Q4 | $5.74M | Sell |
29,827
-295
| -1% | -$54.5K | 5.48% | 6 |
|
|
2023
Q3 | $5.16M | Sell |
30,122
-16,281
| -35% | -$2.99M | 5.43% | 6 |
|
|
2023
Q2 | $9M | Sell |
46,403
-1,452
| -3% | -$253K | 9.21% | 2 |
|
|
2023
Q1 | $7.89M | Sell |
47,855
-4,705
| -9% | -$694K | 9.01% | 2 |
|
|
2022
Q4 | $6.83M | Sell |
52,560
-74
| -0.1% | -$10.6K | 9.14% | 2 |
|
|
2022
Q3 | $7.27M | Sell |
52,634
-1,341
| -2% | -$210K | 10.13% | 1 |
|
|
2022
Q2 | $7.38M | Sell |
53,975
-89,490
| -62% | -$13.6M | 9.51% | 1 |
|
|
2022
Q1 | $25.1M | Buy |
143,465
+112
| +0.1% | +$18.8K | 10.5% | 1 |
|
|
2021
Q4 | $25.5M | Buy |
143,353
+652
| +0.5% | +$103K | 8.86% | 1 |
|
|
2021
Q3 | $20.2M | Buy |
142,701
+3,795
| +3% | +$559K | 7.47% | 1 |
|
|
2021
Q2 | $19M | Sell |
138,906
-142
| -0.1% | -$18.4K | 7.28% | 1 |
|
|
2021
Q1 | $17M | Sell |
139,048
-9,563
| -6% | -$1.23M | 7.12% | 1 |
|
|
2020
Q4 | $19.6M | Sell |
148,611
-981
| -0.7% | -$118K | 8.48% | 1 |
|
|
2020
Q3 | $17.3M | Sell |
149,592
-4,164
| -3% | -$454K | 9.1% | 1 |
|
|
2020
Q2 | $14M | Sell |
153,756
-1,288
| -0.8% | -$99.8K | 7.79% | 1 |
|
|
2020
Q1 | $9.86M | Sell |
155,044
-400
| -0.3% | -$29.4K | 6.72% | 1 |
|
|
2019
Q4 | $11.4M | Buy |
155,444
+568
| +0.4% | +$36.5K | 6.3% | 1 |
|
|
2019
Q3 | $8.67M | Buy |
154,876
+10,244
| +7% | +$536K | 5.34% | 1 |
|
|
2019
Q2 | $7.16M | Buy |
144,632
+1,096
| +0.8% | +$53.4K | 4.48% | 1 |
|
|
2019
Q1 | $6.82M | Buy |
143,536
+2,820
| +2% | +$120K | 4.4% | 1 |
|
|
2018
Q4 | $5.55M | Buy |
140,716
+3,224
| +2% | +$156K | 3.98% | 2 |
|
|
2018
Q3 | $7.76M | Sell |
137,492
-112
| -0.1% | -$5.83K | 4.96% | 1 |
|
|
2018
Q2 | $6.37M | Sell |
137,604
-7,528
| -5% | -$341K | 4.39% | 3 |
|
|
2018
Q1 | $6.09M | Buy |
145,132
+3,488
| +2% | +$150K | 4.33% | 1 |
|
|
2017
Q4 | $5.99M | Sell |
141,644
-6,900
| -5% | -$288K | 4.26% | 2 |
|
|
2017
Q3 | $5.72M | Buy |
148,544
+3,872
| +3% | +$150K | 4.52% | 3 |
|
|
2017
Q2 | $5.21M | Sell |
144,672
-9,576
| -6% | -$354K | 4.45% | 3 |
|
|
2017
Q1 | $5.54M | Buy |
154,248
+2,468
| +2% | +$81.3K | 4.81% | 3 |
|
|
2016
Q4 | $4.39M | Buy |
+151,780
| New | +$4.3M | 4.33% | 5 |
|
Other funds holding AAPL
Pacific Wealth Strategies Group's AAPL Position: Q2 2026 in Review
Pacific Wealth Strategies Group reduced its Apple (AAPL) stake by 52% in Q2 2026, selling an estimated $5.65M and leaving 18,521 shares worth $5.36M. The position accounts for 3.08% of the portfolio, ranked #6.
Pacific Wealth Strategies Group first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. The position peaked at $25.5M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Pacific Wealth Strategies Group held 18,521 shares of Apple worth $5.36M as of Q2 2026.
- Pacific Wealth Strategies Group sold 19,767 Apple shares in Q2 2026, an estimated $5.65M.
- Apple made up 3.08% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #6 holding.
- Pacific Wealth Strategies Group first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
- Pacific Wealth Strategies Group's Apple position peaked at $25.5M in Q4 2021.
- 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.