Oak Harbor Wealth Partners’s Apple AAPL Stock Holding History

Oak Harbor Wealth Partners’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	$14.5M	Sell	57,171 -65	-0.1%	-$16.9K	3.4%	4
2025 Q4	$15.6M	Sell	57,236 -37	-0.1%	-$9.93K	3.74%	4
2025 Q3	$14.6M	Buy	57,273 +278	+0.5%	+$62.8K	3.6%	4
2025 Q2	$11.7M	Sell	56,995 -498	-0.9%	-$101K	3.16%	4
2025 Q1	$12.8M	Sell	57,493 -1,702	-3%	-$394K	3.65%	4
2024 Q4	$14.8M	Sell	59,195 -1,160	-2%	-$273K	4.3%	3
2024 Q3	$14.1M	Sell	60,355 -575	-0.9%	-$128K	4.01%	2
2024 Q2	$12.8M	Buy	60,930 +145	+0.2%	+$27K	4.03%	2
2024 Q1	$10.4M	Buy	60,785 +6	+0%	+$1.09K	3.25%	5
2023 Q4	$11.7M	Sell	60,779 -7,695	-11%	-$1.42M	3.93%	2
2023 Q3	$11.7M	Sell	68,474 -672	-1%	-$123K	4.15%	2
2023 Q2	$13.4M	Sell	69,146 -1,724	-2%	-$300K	4.58%	2
2023 Q1	$11.7M	Sell	70,870 -332	-0.5%	-$49K	4.25%	2
2022 Q4	$9.25M	Buy	71,202 +208	+0.3%	+$29.7K	3.53%	3
2022 Q3	$9.81M	Buy	70,994 +993	+1%	+$156K	3.84%	3
2022 Q2	$9.57M	Buy	70,001 +856	+1%	+$130K	3.81%	4
2022 Q1	$12.1M	Sell	69,145 -5	-0%	-$841	3.96%	4
2021 Q4	$12.3M	Buy	+69,150	New	+$10.9M	4.22%	4

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 Harbor Wealth Partners's AAPL Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Apple (AAPL) stake by 0.11% in Q1 2026, selling an estimated $16.9K and leaving 57,171 shares worth $14.5M. The position accounts for 3.4% of the portfolio, ranked #4.

Oak Harbor Wealth Partners first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.6M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Oak Harbor Wealth Partners held 57,171 shares of Apple worth $14.5M as of Q1 2026.
Oak Harbor Wealth Partners sold 65 Apple shares in Q1 2026, an estimated $16.9K.
Apple made up 3.4% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #4 holding.
Oak Harbor Wealth Partners first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's Apple position peaked at $15.6M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.