SEC 13F Intelligence

Western Financial Corp / AAPL

Western Financial Corp’s Apple Inc Position

Does Western Financial Corp own Apple Inc (AAPL)? Yes — 13.3K shares worth $2M (+1.28% of its 13F portfolio) as of Q3 2022, up from 12.6K shares the prior filed quarter.

Position Value
$2M
Q3 2022
Shares
13.3K
% of Portfolio
+1.28%
Quarters Held
8
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ2 ’21Q3 ’21: $2MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202213.3K$2M+1.28%
Q2 202212.6K$2M+1.23%
Q1 202212.9K$2M+1.31%
Q4 202112.9K$2M+1.21%
Q3 202112.7K$2M+1.07%
Q2 202112.8K$2M+0.95%
Q1 202112.3K$2M+0.92%
Q4 202011.3K$2M+0.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Western Financial Corp’s full portfolio or all institutional holders of AAPL.