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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
Q2 		$950K Buy
3,283
+2,070
+171% +$592K 0.32% 20
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bull Oak Capital's AAPL Position: Q2 2026 in Review

Bull Oak Capital increased its Apple (AAPL) stake by 171% in Q2 2026, buying an estimated $592K and bringing the position to 3,283 shares worth $950K. The position accounts for 0.32% of the portfolio, ranked #20.

Bull Oak Capital first reported a position in AAPL in Q1 2022 and has held it in 11 quarters since. The position peaked at $33.7M in Q4 2023. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bull Oak Capital held 3,283 shares of Apple worth $950K as of Q2 2026.
  • Bull Oak Capital bought 2,070 Apple shares in Q2 2026, an estimated $592K.
  • Apple made up 0.32% of Bull Oak Capital's portfolio in Q2 2026, its #20 holding.
  • Bull Oak Capital first reported a position in Apple in Q1 2022 and has held it in 11 quarters since.
  • Bull Oak Capital's Apple position peaked at $33.7M in Q4 2023.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.