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Oak Family Advisors’s Apple AAPL Stock Holding History

Oak Family 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 		$6.03M Sell
20,838
-733
-3% -$210K 1.54% 22
2026
Q1 		$5.47M Buy
21,571
+3,939
+22% +$1.03M 1.54% 26
2025
Q4 		$4.79M Buy
17,632
+1
+0% +$268 1.32% 29
2025
Q3 		$4.49M Buy
17,631
+169
+1% +$38.2K 1.12% 29
2025
Q2 		$3.58M Sell
17,462
-300
-2% -$60.6K 1.13% 31
2025
Q1 		$3.95M Sell
17,762
-685
-4% -$159K 1.33% 28
2024
Q4 		$4.62M Sell
18,447
-111
-0.6% -$26.2K 1.67% 22
2024
Q3 		$4.32M Sell
18,558
-312
-2% -$69.7K 1.33% 25
2024
Q2 		$3.97M Sell
18,870
-469
-2% -$87.5K 1.36% 25
2024
Q1 		$3.32M Sell
19,339
-2,263
-10% -$411K 1.28% 30
2023
Q4 		$4.16M Sell
21,602
-8,261
-28% -$1.53M 1.75% 22
2023
Q3 		$5.11M Sell
29,863
-44
-0.1% -$8.07K 2.42% 15
2023
Q2 		$5.8M Sell
29,907
-2,518
-8% -$439K 2.75% 10
2023
Q1 		$5.35M Sell
32,425
-2,644
-8% -$390K 2.63% 13
2022
Q4 		$4.56M Buy
35,069
+740
+2% +$106K 2.44% 12
2022
Q3 		$4.74M Buy
34,329
+161
+0.5% +$25.3K 2.54% 6
2022
Q2 		$4.67M Sell
34,168
-3,268
-9% -$495K 2.35% 8
2022
Q1 		$6.54M Sell
37,436
-1,703
-4% -$286K 2.56% 6
2021
Q4 		$6.95M Buy
39,139
+4,342
+12% +$686K 2.6% 4
2021
Q3 		$4.92M Sell
34,797
-1,322
-4% -$195K 1.8% 9
2021
Q2 		$4.95M Buy
36,119
+65
+0.2% +$8.42K 2.07% 10
2021
Q1 		$4.4M Sell
36,054
-1,818
-5% -$233K 1.91% 11
2020
Q4 		$5.03M Buy
+37,872
New +$4.56M 2.6% 6

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 Family Advisors's AAPL Position: Q2 2026 in Review

Oak Family Advisors reduced its Apple (AAPL) stake by 3.4% in Q2 2026, selling an estimated $210K and leaving 20,838 shares worth $6.03M. The position accounts for 1.54% of the portfolio, ranked #22.

Oak Family Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.95M in Q4 2021. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oak Family Advisors held 20,838 shares of Apple worth $6.03M as of Q2 2026.
  • Oak Family Advisors sold 733 Apple shares in Q2 2026, an estimated $210K.
  • Apple made up 1.54% of Oak Family Advisors's portfolio in Q2 2026, its #22 holding.
  • Oak Family Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Oak Family Advisors's Apple position peaked at $6.95M in Q4 2021.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.