Western Financial Corp
AAPL icon

Western Financial Corp’s Apple AAPL Stock Holding History

Western Financial Corp’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
Q3 		$7.06M Buy
21,209
+15,049
+244% +$4.83M 2.35% 5
2026
Q2 		$1.78M Sell
6,160
-307
-5% -$87.8K 0.52% 38
2026
Q1 		$1.64M Buy
6,467
+2,418
+60% +$629K 0.64% 36
2025
Q4 		$1.1M Sell
4,049
-21
-0.5% -$5.64K 0.44% 53
2025
Q3 		$1.04M Sell
4,070
-49
-1% -$11.1K 0.45% 58
2025
Q2 		$845K Sell
4,119
-100
-2% -$20.2K 0.45% 64
2025
Q1 		$937K Sell
4,219
-112
-3% -$25.9K 0.54% 57
2024
Q4 		$1.08M Buy
4,331
+1
+0% +$236 0.6% 44
2024
Q3 		$1.01M Sell
4,330
-363
-8% -$81.1K 0.57% 51
2024
Q2 		$988K Buy
4,693
+2
+0% +$373 0.6% 50
2024
Q1 		$804K Sell
4,691
-1
-0% -$182 0.49% 64
2023
Q4 		$903K Buy
4,692
+4
+0.1% +$739 0.6% 31
2023
Q3 		$803K Sell
4,688
-9
-0.2% -$1.65K 0.59% 36
2023
Q2 		$911K Buy
4,697
+3
+0.1% +$523 0.62% 31
2023
Q1 		$774K Sell
4,694
-8,774
-65% -$1.29M 0.55% 44
2022
Q4 		$1.75M Buy
13,468
+179
+1% +$25.6K 1.13% 8
2022
Q3 		$1.84M Buy
13,289
+664
+5% +$104K 1.28% 6
2022
Q2 		$1.73M Sell
12,625
-306
-2% -$46.3K 1.23% 8
2022
Q1 		$2.26M Sell
12,931
-13
-0.1% -$2.19K 1.31% 6
2021
Q4 		$2.3M Buy
12,944
+202
+2% +$31.9K 1.21% 7
2021
Q3 		$1.8M Sell
12,742
-34
-0.3% -$5.01K 1.07% 8
2021
Q2 		$1.75M Buy
12,776
+458
+4% +$59.3K 0.95% 9
2021
Q1 		$1.5M Buy
12,318
+985
+9% +$126K 0.92% 10
2020
Q4 		$1.5M Buy
+11,333
New +$1.36M 0.99% 8

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Western Financial Corp's AAPL Position: Q3 2026 in Review

Western Financial Corp increased its Apple (AAPL) stake by 244% in Q3 2026, buying an estimated $4.83M and bringing the position to 21,209 shares worth $7.06M. The position accounts for 2.35% of the portfolio, ranked #5.

Western Financial Corp first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Western Financial Corp held 21,209 shares of Apple worth $7.06M as of Q3 2026.
  • Western Financial Corp bought 15,049 Apple shares in Q3 2026, an estimated $4.83M.
  • Apple made up 2.35% of Western Financial Corp's portfolio in Q3 2026, its #5 holding.
  • Western Financial Corp first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.