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Live Oak Investment Partners’s Apple AAPL Stock Holding History

Live Oak Investment Partners’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 		$1.41M Sell
5,546
-5,242
-49% -$1.36M 0.83% 30
2025
Q4 		$2.93M Sell
10,788
-1,019
-9% -$274K 1.8% 16
2025
Q3 		$3.01M Sell
11,807
-127
-1% -$28.7K 1.99% 13
2025
Q2 		$2.45M Sell
11,934
-155
-1% -$31.3K 1.88% 15
2025
Q1 		$2.69M Buy
+12,089
New +$2.8M 2.12% 12
2024
Q4 		– Hold
0
– – – 10
2024
Q3 		– Hold
0
– – – 10
2024
Q2 		– Hold
0
– – – 10
2023
Q4 		– Hold
0
– – – 10
2023
Q3 		– Hold
0
– – – 13
2023
Q2 		– Hold
0
– – – 13
2023
Q1 		– Hold
0
– – – 14
2022
Q4 		– Hold
0
– – – 15

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

Live Oak Investment Partners's AAPL Position: Q1 2026 in Review

Live Oak Investment Partners reduced its Apple (AAPL) stake by 49% in Q1 2026, selling an estimated $1.36M and leaving 5,546 shares worth $1.41M. The position accounts for 0.83% of the portfolio, ranked #30.

Live Oak Investment Partners first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.01M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Live Oak Investment Partners held 5,546 shares of Apple worth $1.41M as of Q1 2026.
  • Live Oak Investment Partners sold 5,242 Apple shares in Q1 2026, an estimated $1.36M.
  • Apple made up 0.83% of Live Oak Investment Partners's portfolio in Q1 2026, its #30 holding.
  • Live Oak Investment Partners first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • Live Oak Investment Partners's Apple position peaked at $3.01M in Q3 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.