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WESPAC Advisors SoCal’s Apple AAPL Stock Holding History

WESPAC Advisors SoCal’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 		$19.4M Sell
67,058
-1,632
-2% -$467K 3.46% 4
2026
Q1 		$17.4M Sell
68,690
-3,205
-4% -$834K 3.71% 5
2025
Q4 		$19.5M Buy
71,895
+3,471
+5% +$932K 3.94% 4
2025
Q3 		$17.4M Sell
68,424
-1,789
-3% -$404K 3.54% 5
2025
Q2 		$14.4M Sell
70,213
-499
-0.7% -$101K 3.21% 6
2025
Q1 		$15.7M Sell
70,712
-571
-0.8% -$132K 4.09% 2
2024
Q4 		$17.9M Sell
71,283
-6,436
-8% -$1.52M 4.04% 4
2024
Q3 		$18.1M Buy
77,719
+1,190
+2% +$266K 4.19% 3
2024
Q2 		$16.1M Sell
76,529
-19,608
-20% -$3.66M 4.05% 6
2024
Q1 		$16.5M Sell
96,137
-9,289
-9% -$1.69M 4.31% 5
2023
Q4 		$20.3M Buy
105,426
+252
+0.2% +$46.5K 5.91% 2
2023
Q3 		$18M Buy
105,174
+1,500
+1% +$275K 6.08% 1
2023
Q2 		$20.1M Sell
103,674
-714
-0.7% -$124K 6.89% 1
2023
Q1 		$17.2M Sell
104,388
-963
-0.9% -$142K 5.94% 1
2022
Q4 		$13.7M Buy
105,351
+785
+0.8% +$112K 5.09% 1
2022
Q3 		$16M Sell
104,566
-1,279
-1% -$201K 6.7% 1
2022
Q2 		$14.5M Sell
105,845
-27
-0% -$4.09K 5.53% 1
2022
Q1 		$18.5M Buy
105,872
+698
+0.7% +$117K 5.7% 1
2021
Q4 		$18.4M Buy
105,174
+1,713
+2% +$271K 5.61% 1
2021
Q3 		$14.6M Buy
103,461
+692
+0.7% +$102K 4.77% 2
2021
Q2 		$14.1M Sell
102,769
-29,147
-22% -$3.78M 4.67% 2
2021
Q1 		$16.1M Buy
131,916
+1,808
+1% +$232K 6.32% 1
2020
Q4 		$17.3M Buy
130,108
+2,008
+2% +$242K 6.85% 2
2020
Q3 		$15M Sell
128,100
-1,144
-0.9% -$125K 7.13% 1
2020
Q2 		$12.4M Sell
129,244
-156
-0.1% -$12.1K 5.74% 2
2020
Q1 		$9.15M Sell
129,400
-33,716
-21% -$2.48M 5.07% 3
2019
Q4 		$12M Sell
163,116
-45,560
-22% -$2.93M 5.69% 1
2019
Q3 		$11.7M Buy
208,676
+45,068
+28% +$2.36M 5.77% 1
2019
Q2 		$8.1M Sell
163,608
-9,252
-5% -$451K 4.31% 2
2019
Q1 		$8.21M Buy
172,860
+19,896
+13% +$844K 4.54% 1
2018
Q4 		$6.03M Sell
152,964
-808
-0.5% -$39.2K 3.81% 6
2018
Q3 		$8.68M Sell
153,772
-43,320
-22% -$2.26M 4.35% 1
2018
Q2 		$9.12M Buy
197,092
+6,080
+3% +$276K 5.25% 1
2018
Q1 		$8.01M Buy
191,012
+4,596
+2% +$198K 4.64% 1
2017
Q4 		$7.89M Sell
186,416
-5,760
-3% -$241K 4.5% 1
2017
Q3 		$7.4M Sell
192,176
-1,080
-0.6% -$41.9K 4.41% 1
2017
Q2 		$6.96M Buy
193,256
+1,480
+0.8% +$54.7K 4.45% 1
2017
Q1 		$6.89M Sell
191,776
-11,124
-5% -$366K 4.27% 1
2016
Q4 		$5.87M Buy
202,900
+89,440
+79% +$2.54M 3.81% 1
2016
Q3 		$3.21M Sell
113,460
-34,188
-23% -$905K 2.16% 23
2016
Q2 		$3.53M Buy
147,648
+9,052
+7% +$225K 2.3% 20
2016
Q1 		$3.78M Sell
138,596
-100,804
-42% -$2.51M 2.78% 14
2015
Q4 		$6.3M Buy
+239,400
New +$6.84M 4.16% 2

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

WESPAC Advisors SoCal's AAPL Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $467K and leaving 67,058 shares worth $19.4M. The position accounts for 3.46% of the portfolio, ranked #4.

WESPAC Advisors SoCal first reported a position in AAPL in Q4 2015 and has held it in 43 quarters since. The position peaked at $20.3M in Q4 2023. 1,434 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WESPAC Advisors SoCal held 67,058 shares of Apple worth $19.4M as of Q2 2026.
  • WESPAC Advisors SoCal sold 1,632 Apple shares in Q2 2026, an estimated $467K.
  • Apple made up 3.46% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #4 holding.
  • WESPAC Advisors SoCal first reported a position in Apple in Q4 2015 and has held it in 43 quarters since.
  • WESPAC Advisors SoCal's Apple position peaked at $20.3M in Q4 2023.
  • 1,434 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.