Occidental Asset Management, LLC / AAPL
Occidental Asset Management, LLC’s Apple Inc Position
Does Occidental Asset Management, LLC own Apple Inc (AAPL)? Yes — 180.7K shares worth $46M (+5.43% of its 13F portfolio) as of Q1 2026, up from 178.2K shares the prior filed quarter.
Position Value
$46M
Q1 2026
Shares
180.7K
% of Portfolio
+5.43%
Quarters Held
29
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 180.7K | $46M | +5.43% |
| Q4 2025 | 178.2K | $48M | +5.82% |
| Q3 2025 | 163.6K | $42M | +5.23% |
| Q2 2025 | 158.3K | $32M | +4.48% |
| Q1 2025 | 156.8K | $35M | +5.26% |
| Q4 2024 | 148.1K | $37M | +5.79% |
| Q3 2024 | 146.3K | $34M | +5.50% |
| Q2 2024 | 141.9K | $30M | +5.25% |
| Q1 2024 | 136.9K | $23M | +4.39% |
| Q4 2023 | 121.8K | $23M | +4.86% |
| Q3 2023 | 120.5K | $21M | +4.78% |
| Q2 2023 | 126.8K | $25M | +5.57% |
| Q1 2023 | 130.8K | $22M | +5.38% |
| Q4 2022 | 132.4K | $17M | +4.69% |
| Q3 2022 | 121.4K | $17M | +5.03% |
| Q2 2022 | 120.6K | $16M | +4.89% |
| Q1 2022 | 106.0K | $19M | +4.73% |
| Q4 2021 | 98.9K | $18M | +4.17% |
| Q3 2021 | 81.6K | $12M | +3.00% |
| Q2 2021 | 77.9K | $11M | +2.84% |
| Q1 2021 | 80.0K | $10M | +2.90% |
| Q4 2020 | 76.0K | $10M | +3.34% |
| Q3 2020 | 67.4K | $8M | +3.25% |
| Q2 2020 | 16.1K | $6M | +2.59% |
| Q1 2020 | 16.2K | $4M | +2.07% |
| Q4 2019 | 18.3K | $5M | +2.19% |
| Q3 2019 | 18.5K | $4M | +1.74% |
| Q2 2019 | 16.5K | $3M | +1.47% |
| Q1 2019 | 21.5K | $4M | +1.96% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Occidental Asset Management, LLC’s full portfolio or all institutional holders of AAPL.