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Umpqua Bank’s Apple AAPL Stock Holding History

Umpqua Bank’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 		$17.3M Buy
59,743
+2,249
+4% +$643K 3.88% 6
2026
Q1 		$14.6M Sell
57,494
-1,297
-2% -$338K 4.16% 5
2025
Q4 		$16M Sell
58,791
-3,848
-6% -$1.03M 4.44% 5
2025
Q3 		$15.6M Sell
62,639
-311
-0.5% -$70.3K 4.37% 4
2025
Q2 		$13.2M Buy
62,950
+142
+0.2% +$28.7K 4.03% 4
2025
Q1 		$14M Sell
62,808
-386
-0.6% -$89.4K 4.82% 3
2024
Q4 		$14.7M Buy
63,194
+2,550
+4% +$601K 5.1% 2
2024
Q3 		$14.1M Sell
60,644
-3,424
-5% -$765K 5.17% 2
2024
Q2 		$13.5M Buy
64,068
+1,773
+3% +$331K 5.22% 2
2024
Q1 		$10.7M Buy
+62,295
New +$11.3M 4.38% 2

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

Umpqua Bank's AAPL Position: Q2 2026 in Review

Umpqua Bank increased its Apple (AAPL) stake by 3.9% in Q2 2026, buying an estimated $643K and bringing the position to 59,743 shares worth $17.3M. The position accounts for 3.88% of the portfolio, ranked #6.

Umpqua Bank first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,021 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Umpqua Bank held 59,743 shares of Apple worth $17.3M as of Q2 2026.
  • Umpqua Bank bought 2,249 Apple shares in Q2 2026, an estimated $643K.
  • Apple made up 3.88% of Umpqua Bank's portfolio in Q2 2026, its #6 holding.
  • Umpqua Bank first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,021 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.