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Oak Hill Wealth Advisors’s Apple AAPL Stock Holding History

Oak Hill Wealth Advisors’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
2024
Q4 		– Sell
-58,569
Closed -$13.6M – 134
2024
Q3 		$13.6M Buy
+58,569
New +$13.1M 3.36% 11
2024
Q2 		– Sell
-59,164
Closed -$10.1M – 115
2024
Q1 		$10.1M Buy
+59,164
New +$10.8M 3.24% 6

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Hill Wealth Advisors's AAPL Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Apple (AAPL) stake by 0.26% in Q3 2025, buying an estimated $33.4K and bringing the position to 57,992 shares worth $14.8M. The position accounts for 2.77% of the portfolio, ranked #11.

Oak Hill Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 10 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Oak Hill Wealth Advisors held 57,992 shares of Apple worth $14.8M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 148 Apple shares in Q3 2025, an estimated $33.4K.
  • Apple made up 2.77% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #11 holding.
  • Oak Hill Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 10 quarters since.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.