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
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 		$132 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 $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

WFA of San Diego's AAPL Position: Q1 2026 in Review

WFA of San Diego reduced its Apple (AAPL) stake by 1% in Q1 2026, selling an estimated $142K and leaving 53,975 shares worth $13.7M. The position accounts for 10.99% of the portfolio, ranked #1.

WFA of San Diego first reported a position in AAPL in Q2 2020 and has held it in 20 quarters since. The position peaked at $31.7M in Q2 2020. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • WFA of San Diego held 53,975 shares of Apple worth $13.7M as of Q1 2026.
  • WFA of San Diego sold 544 Apple shares in Q1 2026, an estimated $142K.
  • Apple made up 10.99% of WFA of San Diego's portfolio in Q1 2026, its #1 holding.
  • WFA of San Diego first reported a position in Apple in Q2 2020 and has held it in 20 quarters since.
  • WFA of San Diego's Apple position peaked at $31.7M in Q2 2020.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.