WESPAC Advisors SoCal’s Apple AAPL Stock Holding History
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 |
|
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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. 1,338 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.
- 1,338 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.