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Sierra Ocean’s Apple AAPL Stock Holding History

Sierra Ocean’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 		$3.36M Buy
11,612
+464
+4% +$133K 2.33% 11
2026
Q1 		$2.83M Sell
11,148
-841
-7% -$219K 2.32% 11
2025
Q4 		$3.26M Buy
11,989
+5
+0% +$1.34K 2.7% 11
2025
Q3 		$3.05M Buy
11,984
+2,451
+26% +$554K 2.56% 11
2025
Q2 		$1.96M Sell
9,533
-95
-1% -$19.2K 1.41% 14
2025
Q1 		$2.14M Sell
9,628
-231
-2% -$53.5K 1.69% 12
2024
Q4 		$2.47M Buy
+9,859
New +$2.32M 2.02% 12

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

Sierra Ocean's AAPL Position: Q2 2026 in Review

Sierra Ocean increased its Apple (AAPL) stake by 4.2% in Q2 2026, buying an estimated $133K and bringing the position to 11,612 shares worth $3.36M. The position accounts for 2.33% of the portfolio, ranked #11.

Sierra Ocean first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sierra Ocean held 11,612 shares of Apple worth $3.36M as of Q2 2026.
  • Sierra Ocean bought 464 Apple shares in Q2 2026, an estimated $133K.
  • Apple made up 2.33% of Sierra Ocean's portfolio in Q2 2026, its #11 holding.
  • Sierra Ocean first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.