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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
Q2 		$13.9M Sell
48,190
-8,981
-16% -$2.57M 5.19% 2
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
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 Harbor Wealth Partners's AAPL Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Apple (AAPL) stake by 16% in Q2 2026, selling an estimated $2.57M and leaving 48,190 shares worth $13.9M. The position accounts for 5.19% of the portfolio, ranked #2.

Oak Harbor Wealth Partners first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.6M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oak Harbor Wealth Partners held 48,190 shares of Apple worth $13.9M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 8,981 Apple shares in Q2 2026, an estimated $2.57M.
  • Apple made up 5.19% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Oak Harbor Wealth Partners first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's Apple position peaked at $15.6M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.