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Bull Oak Capital’s Apple AAPL Stock Holding History

Bull Oak Capital’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$308K Hold
1,213
– – 0.12% 29
2025
Q4 		$330K Sell
1,213
-56
-4% -$15K 0.13% 26
2025
Q3 		$323K Buy
1,269
+200
+19% +$45.2K 0.14% 24
2025
Q2 		$219K Sell
1,069
-1
-0.1% -$202 0.1% 29
2025
Q1 		$238K Buy
+1,070
New +$248K 0.13% 22
2024
Q4 		– Sell
-155
Closed -$36.1K – 27
2024
Q3 		$36.1K Buy
+155
New +$34.6K 0.02% 51
2024
Q2 		– Sell
-328
Closed -$56.2K – 46
2024
Q1 		$56.2K Sell
328
-174,765
-100% -$31.8M 0.04% 25
2023
Q4 		$33.7M Buy
175,093
+174,766
+53,445% +$32.3M 8.67% 2
2023
Q3 		$56K Buy
+327
New +$60K 0.06% 22
2022
Q2 		– Sell
-1,500
Closed -$262K – 20
2022
Q1 		$262K Buy
+1,500
New +$252K 0.21% 24

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bull Oak Capital's AAPL Position: Q1 2026 in Review

Bull Oak Capital held its Apple (AAPL) position steady in Q1 2026 at 1,213 shares worth $308K. The position accounts for 0.12% of the portfolio, ranked #29.

Bull Oak Capital first reported a position in AAPL in Q1 2022 and has held it in 10 quarters since. The position peaked at $33.7M in Q4 2023. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bull Oak Capital held 1,213 shares of Apple worth $308K as of Q1 2026.
  • Bull Oak Capital left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.12% of Bull Oak Capital's portfolio in Q1 2026, its #29 holding.
  • Bull Oak Capital first reported a position in Apple in Q1 2022 and has held it in 10 quarters since.
  • Bull Oak Capital's Apple position peaked at $33.7M in Q4 2023.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.