Oak Grove Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,500
| Closed | -$259K | – | 93 |
|
|
2025
Q4 | $259K | Sell |
3,500
-1,000
| -22% | -$268K | 0.03% | 75 |
|
|
2025
Q3 | $345K | Sell |
4,500
-5,000
| -53% | -$1.13M | 0.05% | 65 |
|
|
2025
Q2 | $297K | Sell |
9,500
-600
| -6% | -$121K | 0.05% | 64 |
|
|
2025
Q1 | $476K | Sell |
10,100
-18,500
| -65% | -$4.29M | 0.1% | 56 |
|
|
2024
Q4 | $3.46M | Sell |
28,600
-8,200
| -22% | -$1.93M | 0.52% | 30 |
|
|
2024
Q3 | $3.88M | Hold |
36,800
| – | – | 0.64% | 25 |
|
|
2024
Q2 | $3.21M | Buy |
36,800
+900
| +3% | +$168K | 0.58% | 24 |
|
|
2024
Q1 | $1.82M | Sell |
35,900
-14,000
| -28% | -$2.55M | 0.37% | 26 |
|
|
2023
Q4 | $3.69M | Sell |
49,900
-600
| -1% | -$111K | 0.98% | 23 |
|
|
2023
Q3 | $2.87M | Buy |
50,500
+2,600
| +5% | +$477K | 1% | 24 |
|
|
2023
Q2 | $3.76M | Sell |
47,900
-7,300
| -13% | -$1.27M | 1.29% | 20 |
|
|
2023
Q1 | $2.96M | Buy |
55,200
+3,100
| +6% | +$457K | 1.21% | 19 |
|
|
2022
Q4 | $1.48M | Sell |
52,100
-24,800
| -32% | -$3.54M | 0.74% | 25 |
|
|
2022
Q3 | $2.93M | Buy |
76,900
+900
| +1% | +$141K | 0.99% | 22 |
|
|
2022
Q2 | $2.92M | Sell |
76,000
-174,800
| -70% | -$26.5M | 0.95% | 24 |
|
|
2022
Q1 | $19M | Sell |
250,800
-9,000
| -3% | -$1.51M | 3.84% | 10 |
|
|
2021
Q4 | $45.8M | Sell |
259,800
-8,500
| -3% | -$1.34M | 7.96% | 3 |
|
|
2021
Q3 | $13M | Sell |
268,300
-5,400
| -2% | -$795K | 2.8% | 11 |
|
|
2021
Q2 | $12.1M | Buy |
273,700
+42,600
| +18% | +$5.52M | 2.72% | 11 |
|
|
2021
Q1 | $7.99M | Buy |
231,100
+64,600
| +39% | +$8.29M | 2.23% | 13 |
|
|
2020
Q4 | $9.39M | Buy |
166,500
+109,700
| +193% | +$13.2M | 3.07% | 7 |
|
|
2020
Q3 | $3.93M | Sell |
56,800
-18,800
| -25% | -$2.05M | 1.86% | 19 |
|
|
2020
Q2 | $3.33M | Sell |
75,600
-48,400
| -39% | -$3.75M | 2.01% | 12 |
|
|
2020
Q1 | $2.3M | Sell |
124,000
-24,000
| -16% | -$1.77M | 1.49% | 20 |
|
|
2019
Q4 | $3.87M | Sell |
148,000
-1,200
| -0.8% | -$77.2K | 1.51% | 23 |
|
|
2019
Q3 | $1.7M | Hold |
149,200
| – | – | 0.74% | 32 |
|
|
2019
Q2 | $1.04M | Buy |
149,200
+26,000
| +21% | +$1.27M | 0.56% | 40 |
|
|
2019
Q1 | $776K | Sell |
123,200
-400
| -0.3% | -$17K | 0.49% | 38 |
|
|
2018
Q4 | $513K | Buy |
+123,600
| New | +$5.99M | 0.46% | 38 |
|
|
2018
Q1 | – | Sell |
-76,400
| Closed | -$714K | – | 165 |
|
|
2017
Q4 | $714K | Buy |
+76,400
| New | +$3.19M | 0.74% | 31 |
|
Other funds holding AAPL
VCM
VPM
Oak Grove Capital's AAPL Position: Q1 2026 in Review
Oak Grove Capital increased its Apple (AAPL) stake by 2.9% in Q1 2026, buying an estimated $358K and bringing the position to 49,525 shares worth $12.6M. The position accounts for 1.07% of the portfolio, ranked #21.
Oak Grove Capital first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $52M in Q1 2022. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Oak Grove Capital held 49,525 shares of Apple worth $12.6M as of Q1 2026.
- Oak Grove Capital bought 1,374 Apple shares in Q1 2026, an estimated $358K.
- Apple made up 1.07% of Oak Grove Capital's portfolio in Q1 2026, its #21 holding.
- Oak Grove Capital first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Oak Grove Capital's Apple position peaked at $52M in Q1 2022.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Oak Grove Capital's 13F filing for Q1 2026, filed 13 May 2026.