OHIS
AAPL icon

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 		$72K Buy
+300
New +$85.8K 0.01% 162
2025
Q1 		– Sell
-150
Closed -$12.9K – 140
2024
Q4 		$12.9K Buy
+150
New +$35.4K ﹤0.01% 155
2024
Q3 		– Sell
-5,000
Closed -$1.05M – 136
2024
Q2 		$1.05M Buy
+5,000
New +$932K 0.16% 88

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 3,507 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.
  • 3,507 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.