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Crown Oak Advisors’s Apple AAPL Stock Holding History

Crown Oak Advisors’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 		$517K Hold
1,785
– – 0.24% 23
2026
Q1 		$453K Hold
1,785
– – 0.23% 23
2025
Q4 		$485K Hold
1,785
– – 0.23% 22
2025
Q3 		$366K Hold
1,785
– – 0.17% 23
2025
Q2 		$366K Sell
1,785
-195
-10% -$39.4K 0.17% 23
2025
Q1 		$440K Sell
1,980
-2,333
-54% -$540K 0.22% 21
2024
Q4 		$1.08M Buy
+4,313
New +$1.02M 0.56% 20

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Crown Oak Advisors's AAPL Position: Q2 2026 in Review

Crown Oak Advisors held its Apple (AAPL) position steady in Q2 2026 at 1,785 shares worth $517K. The position accounts for 0.24% of the portfolio, ranked #23.

Crown Oak Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2024. 3,884 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Crown Oak Advisors held 1,785 shares of Apple worth $517K as of Q2 2026.
  • Crown Oak Advisors left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.24% of Crown Oak Advisors's portfolio in Q2 2026, its #23 holding.
  • Crown Oak Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Crown Oak Advisors's Apple position peaked at $1.08M in Q4 2024.
  • 3,884 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.