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Oak Barrel Wealth Advisory’s Apple AAPL Stock Holding History

Oak Barrel Wealth Advisory’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 		$4.91M Buy
+16,971
New +$4.85M 2.17% 8
2025
Q4 		$5.56M Buy
+20,465
New +$5.49M 3.33% 5

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

Oak Barrel Wealth Advisory's AAPL Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Apple (AAPL) in Q2 2026: 16,971 shares worth $4.91M. The stake represents 2.17% of the portfolio and ranks #8 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in AAPL as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.56M in Q4 2025. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oak Barrel Wealth Advisory held 16,971 shares of Apple worth $4.91M as of Q2 2026.
  • Apple was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Apple made up 2.17% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #8 holding.
  • Oak Barrel Wealth Advisory first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
  • Oak Barrel Wealth Advisory's Apple position peaked at $5.56M in Q4 2025.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.