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Western Pacific Wealth Management’s Apple AAPL Stock Holding History

Western Pacific Wealth Management’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
Q1 		$7.32M Buy
28,858
+74
+0.3% +$19.3K 7.45% 3
2025
Q4 		$7.83M Sell
28,784
-7,613
-21% -$2.04M 7.58% 3
2025
Q3 		$9.27M Sell
36,397
-11,279
-24% -$2.55M 9.05% 2
2025
Q2 		$9.78M Sell
47,676
-14,652
-24% -$2.96M 9.38% 1
2025
Q1 		$13.8M Sell
62,328
-50
-0.1% -$11.6K 12.52% 2
2024
Q4 		$15.6M Sell
62,378
-4,494
-7% -$1.06M 12.6% 2
2024
Q3 		$15.6M Buy
66,872
+5,604
+9% +$1.25M 10.36% 2
2024
Q2 		$12.9M Buy
61,268
+2,076
+4% +$387K 9.76% 2
2024
Q1 		$10.2M Sell
59,192
-673
-1% -$122K 7.36% 2
2023
Q4 		$11.5M Sell
59,865
-557
-0.9% -$103K 8.42% 2
2023
Q3 		$10.3M Hold
60,422
– – 8.49% 2
2023
Q2 		$11.7M Buy
60,422
+657
+1% +$114K 8.88% 2
2023
Q1 		$9.86M Buy
59,765
+1,384
+2% +$204K 7.53% 2
2022
Q4 		$7.59M Buy
58,381
+218
+0.4% +$31.2K 6.31% 2
2022
Q3 		$8.04M Buy
58,163
+956
+2% +$150K 7.98% 2
2022
Q2 		$7.82M Sell
57,207
-1,499
-3% -$227K 7.63% 2
2022
Q1 		$10.3M Buy
58,706
+179
+0.3% +$30.1K 7.47% 2
2021
Q4 		$10.4M Buy
+58,527
New +$9.25M 6.68% 2

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Western Pacific Wealth Management's AAPL Position: Q1 2026 in Review

Western Pacific Wealth Management increased its Apple (AAPL) stake by 0.26% in Q1 2026, buying an estimated $19.3K and bringing the position to 28,858 shares worth $7.32M. The position accounts for 7.45% of the portfolio, ranked #3.

Western Pacific Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.6M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Western Pacific Wealth Management held 28,858 shares of Apple worth $7.32M as of Q1 2026.
  • Western Pacific Wealth Management bought 74 Apple shares in Q1 2026, an estimated $19.3K.
  • Apple made up 7.45% of Western Pacific Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Western Pacific Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Western Pacific Wealth Management's Apple position peaked at $15.6M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.