WOSD
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WFA of San Diego’s Apple AAPL Stock Holding History

WFA of San Diego’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 		$15.6M Sell
51,167
-2,808
-5% -$803K 12.79% 1
2026
Q1 		$13.7M Sell
53,975
-544
-1% -$142K 10.99% 1
2025
Q4 		$14.8M Sell
54,519
-1,901
-3% -$510K 10.85% 1
2025
Q3 		$14.4M Sell
56,420
-696
-1% -$157K 9.81% 1
2025
Q2 		$11.7M Buy
+57,116
New +$11.5M 8.63% 1
2024
Q3 		$13.2M Sell
56,683
-910
-2% -$203K 11.14% 1
2024
Q2 		$12.1M Buy
+57,593
New +$10.7M 10.85% 1
2023
Q3 		$10.5M Sell
61,277
-1,636
-3% -$300K 10.85% 1
2023
Q2 		$12.2M Sell
62,913
-7,723
-11% -$1.35M 11.99% 1
2023
Q1 		$11.6M Sell
70,636
-4,323
-6% -$638K 12.18% 2
2022
Q4 		$9.74M Buy
74,959
+131
+0.2% +$18.7K 7.45% 2
2022
Q3 		$10.3M Buy
74,828
+5,153
+7% +$809K 9.32% 2
2022
Q2 		$9.53M Sell
69,675
-1,589
-2% -$241K 8.16% 2
2022
Q1 		$12.4M Sell
71,264
-9,787
-12% -$1.65M 9.47% 2
2021
Q4 		$14.4M Buy
81,051
+3,890
+5% +$615K 8.37% 2
2021
Q3 		$10.9M Sell
77,161
-397
-0.5% -$58.4K 7.64% 2
2021
Q2 		$10.6M Buy
77,558
+676
+0.9% +$87.6K 8.25% 2
2021
Q1 		$9.39M Sell
76,882
-3,523
-4% -$452K 7.8% 2
2020
Q4 		$132K Sell
80,405
-2,415
-3% -$290K 0.04% 58
2020
Q3 		$9.59M Sell
82,820
-304,116
-79% -$33.2M 9.08% 2
2020
Q2 		$31.7M Buy
+386,936
New +$30M 7.41% 2

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WFA of San Diego's AAPL Position: Q2 2026 in Review

WFA of San Diego reduced its Apple (AAPL) stake by 5.2% in Q2 2026, selling an estimated $803K and leaving 51,167 shares worth $15.6M. The position accounts for 12.79% of the portfolio, ranked #1.

WFA of San Diego first reported a position in AAPL in Q2 2020 and has held it in 21 quarters since. The position peaked at $31.7M in Q2 2020. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WFA of San Diego held 51,167 shares of Apple worth $15.6M as of Q2 2026.
  • WFA of San Diego sold 2,808 Apple shares in Q2 2026, an estimated $803K.
  • Apple made up 12.79% of WFA of San Diego's portfolio in Q2 2026, its #1 holding.
  • WFA of San Diego first reported a position in Apple in Q2 2020 and has held it in 21 quarters since.
  • WFA of San Diego's Apple position peaked at $31.7M in Q2 2020.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.