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Pasadena Private Wealth’s Apple AAPL Stock Holding History

Pasadena Private Wealth’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
2024
Q2 		– Sell
-1,800
Closed -$2.3K – 149
2024
Q1 		$2.3K Buy
+1,800
New +$327K ﹤0.01% 151
2021
Q2 		– Sell
-500
Closed -$1K – 92
2021
Q1 		$1K Buy
+500
New +$64.2K ﹤0.01% 90
2020
Q2 		– Sell
-2,000
Closed -$2K – 78
2020
Q1 		$2K Buy
+2,000
New +$147K ﹤0.01% 76

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pasadena Private Wealth's AAPL Position: Q2 2026 in Review

Pasadena Private Wealth increased its Apple (AAPL) stake by 0.32% in Q2 2026, buying an estimated $64.9K and bringing the position to 70,394 shares worth $20.4M. The position accounts for 2.59% of the portfolio, ranked #10.

Pasadena Private Wealth first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pasadena Private Wealth held 70,394 shares of Apple worth $20.4M as of Q2 2026.
  • Pasadena Private Wealth bought 227 Apple shares in Q2 2026, an estimated $64.9K.
  • Apple made up 2.59% of Pasadena Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Pasadena Private Wealth first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.