Spectrum Asset Management (California)’s Apple AAPL Stock Holding History

Spectrum Asset Management (California)’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	–	–	–	116
2026 Q1	–	Hold	–	–	–	109
2025 Q4	–	Hold	–	–	–	108
2025 Q3	–	Hold	–	-$302	–	110
2025 Q2	–	Hold	–	–	–	98
2025 Q1	–	Hold	–	–	–	85
2024 Q4	–	Hold	–	–	–	95
2024 Q2	–	Hold	–	-$910	–	95
2024 Q1	–	Hold	–	–	–	101
2023 Q4	–	Hold	–	–	–	90
2023 Q3	–	Hold	–	–	–	91
2023 Q2	–	Hold	–	–	–	90
2023 Q1	–	Hold	–	–	–	88
2022 Q4	–	Hold	–	–	–	96
2022 Q3	–	Hold	–	–	–	88

Other funds holding AAPL

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Spectrum Asset Management (California)'s AAPL Position: Q2 2026 in Review

Spectrum Asset Management (California) increased its Apple (AAPL) stake by 29% in Q2 2026, buying an estimated $389K and bringing the position to 6,103 shares worth $1.77M. The position accounts for 0.49% of the portfolio, ranked #51.

Spectrum Asset Management (California) first reported a position in AAPL in Q4 2014 and has held it in 41 quarters since. The position peaked at $4.01M in Q1 2022. 4,714 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Spectrum Asset Management (California) held 6,103 shares of Apple worth $1.77M as of Q2 2026.
Spectrum Asset Management (California) bought 1,361 Apple shares in Q2 2026, an estimated $389K.
Apple made up 0.49% of Spectrum Asset Management (California)'s portfolio in Q2 2026, its #51 holding.
Spectrum Asset Management (California) first reported a position in Apple in Q4 2014 and has held it in 41 quarters since.
Spectrum Asset Management (California)'s Apple position peaked at $4.01M in Q1 2022.
4,714 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2026, filed 3 Aug 2026.