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Livermore
Livermore
ZHEN

Occidental Asset Management, LLC

SEC CIK
0001770994
Latest filing
Aug 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by Occidental Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
183,367
Value
$53.1M
% of portfolio
5.3%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Occidental Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026183,367$53.1M5.3%+2,638+1.5%AddedHolders
Q1 2026180,729$45.9M5.4%+2,506+1.4%AddedHolders
Q4 2025178,223$48.5M5.8%+14,623+8.9%AddedHolders
Q3 2025163,600$41.7M5.2%+5,326+3.4%AddedHolders
Q2 2025158,274$32.5M4.5%+1,507+1.0%AddedHolders
Q1 2025156,767$34.8M5.3%+8,683+5.9%AddedHolders
Q4 2024148,084$37.1M5.8%+1,783+1.2%AddedHolders
Q3 2024146,301$34.1M5.5%+4,360+3.1%AddedHolders
Q2 2024141,941$29.9M5.2%+5,040+3.7%AddedHolders
Q1 2024136,901$23.5M4.4%+15,089+12.4%AddedHolders
Q4 2023121,812$23.5M4.9%+1,298+1.1%AddedHolders
Q3 2023120,514$20.6M4.8%−6,323−5.0%ReducedHolders
Q2 2023126,837$24.6M5.6%−3,985−3.0%ReducedHolders
Q1 2023130,822$21.6M5.4%−1,550−1.2%ReducedHolders
Q4 2022132,372$17.2M4.7%+11,001+9.1%AddedHolders
Q3 2022121,371$16.8M5.0%+793+0.7%AddedHolders
Q2 2022120,578$16.5M4.9%+14,588+13.8%AddedHolders
Q1 2022105,990$18.5M4.7%+7,087+7.2%AddedHolders
Q4 202198,903$17.6M4.2%+17,288+21.2%AddedHolders
Q3 202181,615$11.5M3.0%+3,680+4.7%AddedHolders
Q2 202177,935$10.7M2.8%−2,026−2.5%ReducedHolders
Q1 202179,961$9.77M2.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.