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Oak Harvest Investment Services’s Apple AAPL Stock Holding History

Oak Harvest Investment Services’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 		$39.3M Buy
135,836
+12,147
+10% +$3.47M 3.67% 3
2026
Q1 		$31.4M Sell
123,689
-189
-0.2% -$49.2K 3.28% 4
2025
Q4 		$33.6M Sell
123,878
-19,034
-13% -$5.11M 3.67% 3
2025
Q3 		$36.4M Buy
142,912
+29,067
+26% +$6.57M 4.25% 3
2025
Q2 		$23.4M Sell
113,845
-1,924
-2% -$389K 2.94% 5
2025
Q1 		$25.7M Buy
115,769
+13,932
+14% +$3.23M 3.59% 3
2024
Q4 		$25.5M Buy
101,837
+7,631
+8% +$1.8M 3.55% 3
2024
Q3 		$21.9M Sell
94,206
-47,177
-33% -$10.5M 3.15% 4
2024
Q2 		$29.8M Buy
141,383
+12,227
+9% +$2.28M 4.62% 3
2024
Q1 		$22.1M Buy
129,156
+13,210
+11% +$2.4M 3.62% 4
2023
Q4 		$22.3M Buy
115,946
+5,247
+5% +$969K 4.46% 3
2023
Q3 		$19M Buy
110,699
+38,500
+53% +$7.06M 4.01% 3
2023
Q2 		$14M Sell
72,199
-38,594
-35% -$6.73M 3.14% 5
2023
Q1 		$18.3M Buy
110,793
+786
+0.7% +$116K 4.21% 4
2022
Q4 		$14.3M Sell
110,007
-1,402
-1% -$200K 3.72% 4
2022
Q3 		$15.4M Sell
111,409
-6,846
-6% -$1.07M 4.11% 4
2022
Q2 		$16.2M Buy
118,255
+2,507
+2% +$380K 4.36% 4
2022
Q1 		$20.2M Buy
115,748
+7,913
+7% +$1.33M 5% 4
2021
Q4 		$19.1M Buy
107,835
+1,467
+1% +$232K 4.75% 4
2021
Q3 		$15.1M Buy
106,368
+13,140
+14% +$1.93M 4.39% 4
2021
Q2 		$12.8M Buy
93,228
+7,439
+9% +$964K 4.21% 4
2021
Q1 		$10.5M Buy
85,789
+4,219
+5% +$542K 4.01% 4
2020
Q4 		$10.8M Buy
+81,570
New +$9.81M 4.64% 4

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Oak Harvest Investment Services's AAPL Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Apple (AAPL) stake by 9.8% in Q2 2026, buying an estimated $3.47M and bringing the position to 135,836 shares worth $39.3M. The position accounts for 3.67% of the portfolio, ranked #3.

Oak Harvest Investment Services first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,205 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oak Harvest Investment Services held 135,836 shares of Apple worth $39.3M as of Q2 2026.
  • Oak Harvest Investment Services bought 12,147 Apple shares in Q2 2026, an estimated $3.47M.
  • Apple made up 3.67% of Oak Harvest Investment Services's portfolio in Q2 2026, its #3 holding.
  • Oak Harvest Investment Services first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,205 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.