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 Q1	$102K	Buy	+400	New	+$104K	0.03%	108
2025 Q4	–	Sell	-1,000	Closed	-$255K	–	112
2025 Q3	$255K	Sell	1,000 -2,700	-73%	-$610K	0.06%	95
2025 Q2	$759K	Sell	3,700 -3,300	-47%	-$666K	0.24%	61
2025 Q1	$1.55M	Buy	7,000 +4,900	+233%	+$1.14M	0.52%	47
2024 Q4	$526K	Sell	2,100 -2,400	-53%	-$566K	0.19%	74
2024 Q3	$1.05M	Hold	4,500	–	–	0.32%	61
2024 Q2	$948K	Buy	4,500 +2,500	+125%	+$466K	0.32%	59
2024 Q1	$343	Sell	2,000 -2,000	-50%	-$364K	﹤0.01%	119
2023 Q4	$770	Buy	4,000 +3,900	+3,900%	+$720K	﹤0.01%	119
2023 Q3	$17	Sell	100 -2,900	-97%	-$532K	﹤0.01%	111
2023 Q2	$582	Sell	3,000 -1,500	-33%	-$261K	﹤0.01%	114
2023 Q1	$742	Hold	4,500	–	–	﹤0.01%	111
2022 Q4	$585	Sell	4,500 -2,500	-36%	-$357K	﹤0.01%	112
2022 Q3	$968K	Buy	7,000 +500	+8%	+$78.5K	0.52%	46
2022 Q2	$889K	Buy	+6,500	New	+$984K	0.45%	51
2022 Q1	–	Sell	-2,500	Closed	-$444K	–	139
2021 Q4	$444K	Hold	2,500	–	–	0.17%	87
2021 Q3	$354K	Buy	+2,500	New	+$368K	0.13%	98
2021 Q2	–	Sell	-3,500	Closed	-$428K	–	98
2021 Q1	$428K	Buy	+3,500	New	+$449K	0.19%	67

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oak Family Advisors's AAPL Position: Q1 2026 in Review

Oak Family Advisors increased its Apple (AAPL) stake by 22% in Q1 2026, buying an estimated $1.03M and bringing the position to 21,571 shares worth $5.47M. The position accounts for 1.54% of the portfolio, ranked #26.

Oak Family Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.95M in Q4 2021. 6,070 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Oak Family Advisors held 21,571 shares of Apple worth $5.47M as of Q1 2026.
Oak Family Advisors bought 3,939 Apple shares in Q1 2026, an estimated $1.03M.
Apple made up 1.54% of Oak Family Advisors's portfolio in Q1 2026, its #26 holding.
Oak Family Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
Oak Family Advisors's Apple position peaked at $6.95M in Q4 2021.
6,070 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.