Brandywine Oak Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $34.4M | Sell |
118,752
-1,781
| -1% | -$509K | 2.61% | 9 |
|
|
2026
Q1 | $30.6M | Sell |
120,533
-1,756
| -1% | -$457K | 2.57% | 9 |
|
|
2025
Q4 | $33.2M | Sell |
122,289
-8,187
| -6% | -$2.2M | 2.79% | 7 |
|
|
2025
Q3 | $33.2M | Sell |
130,476
-707
| -0.5% | -$160K | 2.89% | 7 |
|
|
2025
Q2 | $26.9M | Sell |
131,183
-2,867
| -2% | -$579K | 2.49% | 11 |
|
|
2025
Q1 | $29.8M | Sell |
134,050
-1,672
| -1% | -$387K | 2.92% | 9 |
|
|
2024
Q4 | $34M | Buy |
135,722
+34,294
| +34% | +$8.08M | 3.32% | 7 |
|
|
2024
Q3 | $23.6M | Buy |
101,428
+690
| +0.7% | +$154K | 2.29% | 11 |
|
|
2024
Q2 | $21.2M | Sell |
100,738
-334
| -0.3% | -$62.3K | 2.18% | 11 |
|
|
2024
Q1 | $17.3M | Sell |
101,072
-769
| -0.8% | -$140K | 1.81% | 13 |
|
|
2023
Q4 | $19.6M | Sell |
101,841
-5,811
| -5% | -$1.07M | 2.18% | 12 |
|
|
2023
Q3 | $18.4M | Sell |
107,652
-899
| -0.8% | -$165K | 2.16% | 11 |
|
|
2023
Q2 | $21.1M | Sell |
108,551
-982
| -0.9% | -$171K | 2.36% | 9 |
|
|
2023
Q1 | $18.1M | Sell |
109,533
-581
| -0.5% | -$85.7K | 2.11% | 10 |
|
|
2022
Q4 | $14.3M | Sell |
110,114
-4,281
| -4% | -$612K | 1.78% | 11 |
|
|
2022
Q3 | $15.8M | Sell |
114,395
-842
| -0.7% | -$132K | 2.15% | 10 |
|
|
2022
Q2 | $15.8M | Sell |
115,237
-585
| -0.5% | -$88.6K | 2.02% | 11 |
|
|
2022
Q1 | $20.2M | Buy |
115,822
+889
| +0.8% | +$149K | 2.31% | 9 |
|
|
2021
Q4 | $20.4M | Sell |
114,933
-7,342
| -6% | -$1.16M | 2.23% | 11 |
|
|
2021
Q3 | $17.3M | Buy |
122,275
+8,715
| +8% | +$1.28M | 2.01% | 16 |
|
|
2021
Q2 | $15.6M | Buy |
113,560
+18,357
| +19% | +$2.38M | 1.82% | 18 |
|
|
2021
Q1 | $11.6M | Sell |
95,203
-301
| -0.3% | -$38.6K | 1.71% | 17 |
|
|
2020
Q4 | $12.7M | Buy |
95,504
+979
| +1% | +$118K | 1.93% | 18 |
|
|
2020
Q3 | $10.9M | Sell |
94,525
-4,863
| -5% | -$531K | 1.83% | 17 |
|
|
2020
Q2 | $9.06M | Sell |
99,388
-2,876
| -3% | -$223K | 1.61% | 17 |
|
|
2020
Q1 | $6.5M | Buy |
102,264
+364
| +0.4% | +$26.8K | 1.34% | 20 |
|
|
2019
Q4 | $7.48M | Buy |
101,900
+2,448
| +2% | +$157K | 1.36% | 18 |
|
|
2019
Q3 | $5.57M | Sell |
99,452
-728
| -0.7% | -$38.1K | 1.06% | 21 |
|
|
2019
Q2 | $4.96M | Sell |
100,180
-3,088
| -3% | -$150K | 0.99% | 24 |
|
|
2019
Q1 | $4.9M | Buy |
103,268
+4,092
| +4% | +$174K | 1.02% | 22 |
|
|
2018
Q4 | $3.91M | Buy |
+99,176
| New | +$4.81M | 0.88% | 24 |
|
Other funds holding AAPL
Brandywine Oak Private Wealth's AAPL Position: Q2 2026 in Review
Brandywine Oak Private Wealth reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $509K and leaving 118,752 shares worth $34.4M. The position accounts for 2.61% of the portfolio, ranked #9.
Brandywine Oak Private Wealth first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Brandywine Oak Private Wealth held 118,752 shares of Apple worth $34.4M as of Q2 2026.
- Brandywine Oak Private Wealth sold 1,781 Apple shares in Q2 2026, an estimated $509K.
- Apple made up 2.61% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #9 holding.
- Brandywine Oak Private Wealth first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.