SEC 13F Intelligence

Wespac Advisors Socal, LLC / AAPL

Wespac Advisors Socal, LLC’s Apple Inc Position

Does Wespac Advisors Socal, LLC own Apple Inc (AAPL)? Yes — 68.7K shares worth $17M (+3.71% of its 13F portfolio) as of Q1 2026, down from 71.9K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
68.7K
% of Portfolio
+3.71%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $6.0BQ4 ’18Q1 ’19: $6MQ2 ’19: $8MQ3 ’19: $12MQ4 ’19: $12MQ4 ’19Q1 ’20: $9MQ2 ’20: $12MQ3 ’20: $15MQ4 ’20: $17MQ4 ’20Q1 ’21: $16MQ2 ’21: $14MQ3 ’21: $15MQ4 ’21: $18MQ4 ’21Q1 ’22: $18MQ2 ’22: $14MQ3 ’22: $16MQ4 ’22: $14MQ4 ’22Q1 ’23: $17MQ2 ’23: $20MQ3 ’23: $18MQ4 ’23: $20MQ4 ’23Q1 ’24: $16MQ2 ’24: $16MQ3 ’24: $18MQ4 ’24: $18MQ4 ’24Q1 ’25: $16MQ2 ’25: $14MQ3 ’25: $17MQ4 ’25: $20MQ4 ’25Q1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202668.7K$17M+3.71%
Q4 202571.9K$20M+3.94%
Q3 202568.4K$17M+3.54%
Q2 202570.2K$14M+3.21%
Q1 202570.7K$16M+4.09%
Q4 202471.3K$18M+4.04%
Q3 202477.7K$18M+4.19%
Q2 202476.5K$16M+4.05%
Q1 202496.1K$16M+4.31%
Q4 2023105.4K$20M+5.91%
Q3 2023105.2K$18M+6.08%
Q2 2023103.7K$20M+6.89%
Q1 2023104.4K$17M+5.94%
Q4 2022105.4K$14M+5.09%
Q3 2022104.6K$16M+6.70%
Q2 2022105.8K$14M+5.53%
Q1 2022105.9K$18M+5.70%
Q4 2021105.2K$18M+5.61%
Q3 2021103.5K$15M+4.77%
Q2 2021102.8K$14M+4.67%
Q1 2021131.9K$16M+6.32%
Q4 2020130.1K$17M+6.85%
Q3 2020128.1K$15M+7.13%
Q2 202032.3K$12M+5.74%
Q1 202032.4K$9M+5.07%
Q4 201940.8K$12M+5.69%
Q3 201952.2K$12M+5.77%
Q2 201940.9K$8M+4.31%
Q1 201938.2K$6M+3.81%
Q4 201838.2K$6.0B+3.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wespac Advisors Socal, LLC’s full portfolio or all institutional holders of AAPL.