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Live Oak Private Wealth’s Apple AAPL Stock Holding History

Live Oak Private Wealth’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 		$19.5M Buy
76,827
+115
+0.1% +$29.9K 2.72% 3
2025
Q4 		$20.9M Sell
76,712
-1,606
-2% -$431K 2.84% 4
2025
Q3 		$19.9M Buy
78,318
+1,422
+2% +$321K 2.78% 5
2025
Q2 		$15.8M Buy
76,896
+61
+0.1% +$12.3K 2.35% 7
2025
Q1 		$17.1M Sell
76,835
-745
-1% -$173K 2.77% 3
2024
Q4 		$19.4M Sell
77,580
-2,864
-4% -$675K 3.26% 2
2024
Q3 		$18.7M Sell
80,444
-796
-1% -$178K 3.04% 3
2024
Q2 		$17.1M Sell
81,240
-290
-0.4% -$54.1K 2.94% 4
2024
Q1 		$14M Sell
81,530
-133
-0.2% -$24.2K 2.42% 7
2023
Q4 		$15.7M Sell
81,663
-1,576
-2% -$291K 2.95% 3
2023
Q3 		$14.3M Sell
83,239
-6,364
-7% -$1.17M 3.03% 3
2023
Q2 		$17.4M Sell
89,603
-503
-0.6% -$87.6K 3.46% 2
2023
Q1 		$14.9M Buy
90,106
+101
+0.1% +$14.9K 3.07% 2
2022
Q4 		$11.7M Sell
90,005
-303
-0.3% -$43.3K 2.42% 5
2022
Q3 		$12.5M Buy
90,308
+643
+0.7% +$101K 2.8% 4
2022
Q2 		$12.3M Buy
89,665
+4,922
+6% +$745K 2.58% 3
2022
Q1 		$14.8M Buy
84,743
+4,031
+5% +$678K 2.86% 4
2021
Q4 		$14.3M Sell
80,712
-1,969
-2% -$311K 2.68% 6
2021
Q3 		$11.7M Buy
82,681
+2,780
+3% +$409K 2.38% 7
2021
Q2 		$10.9M Buy
79,901
+6,723
+9% +$871K 2.42% 6
2021
Q1 		$8.94M Buy
73,178
+271
+0.4% +$34.8K 2.19% 7
2020
Q4 		$9.67M Sell
72,907
-3,432
-4% -$413K 2.71% 4
2020
Q3 		$8.84M Sell
76,339
-9,177
-11% -$1M 3.04% 2
2020
Q2 		$7.8M Buy
85,516
+37,696
+79% +$2.92M 2.83% 5
2020
Q1 		$3.04M Sell
47,820
-29,864
-38% -$2.2M 3.12% 13
2019
Q4 		$5.7M Buy
+77,684
New +$5M 5.55% 2

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 Private Wealth's AAPL Position: Q1 2026 in Review

Live Oak Private Wealth increased its Apple (AAPL) stake by 0.15% in Q1 2026, buying an estimated $29.9K and bringing the position to 76,827 shares worth $19.5M. The position accounts for 2.72% of the portfolio, ranked #3.

Live Oak Private Wealth first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.9M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Live Oak Private Wealth held 76,827 shares of Apple worth $19.5M as of Q1 2026.
  • Live Oak Private Wealth bought 115 Apple shares in Q1 2026, an estimated $29.9K.
  • Apple made up 2.72% of Live Oak Private Wealth's portfolio in Q1 2026, its #3 holding.
  • Live Oak Private Wealth first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Live Oak Private Wealth's Apple position peaked at $20.9M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.