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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Western Financial Corp's AAPL Position: Q2 2026 in Review

Western Financial Corp reduced its Apple (AAPL) stake by 4.7% in Q2 2026, selling an estimated $87.8K and leaving 6,160 shares worth $1.78M. The position accounts for 0.52% of the portfolio, ranked #38.

Western Financial Corp first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.3M in Q4 2021. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Western Financial Corp held 6,160 shares of Apple worth $1.78M as of Q2 2026.
  • Western Financial Corp sold 307 Apple shares in Q2 2026, an estimated $87.8K.
  • Apple made up 0.52% of Western Financial Corp's portfolio in Q2 2026, its #38 holding.
  • Western Financial Corp first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Western Financial Corp's Apple position peaked at $2.3M in Q4 2021.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.