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Oak Ridge Investments’s Apple AAPL Stock Holding History

Oak Ridge Investments’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 		$103M Sell
357,120
-239,603
-40% -$68.5M 5.85% 3
2026
Q1 		$151M Buy
596,723
+4,124
+0.7% +$1.07M 10.02% 2
2025
Q4 		$161M Buy
592,599
+39,441
+7% +$10.6M 9.76% 3
2025
Q3 		$141M Buy
553,158
+10,663
+2% +$2.41M 9.1% 3
2025
Q2 		$111M Buy
542,495
+5,755
+1% +$1.16M 7.98% 3
2025
Q1 		$119M Buy
536,740
+25,927
+5% +$6.01M 9.92% 1
2024
Q4 		$128M Buy
510,813
+28,402
+6% +$6.69M 10.04% 1
2024
Q3 		$112M Buy
482,411
+33,187
+7% +$7.41M 9.8% 2
2024
Q2 		$94.6M Buy
449,224
+20,306
+5% +$3.79M 9.01% 2
2024
Q1 		$73.6M Buy
428,918
+18,422
+4% +$3.35M 7.42% 2
2023
Q4 		$79M Buy
410,496
+3,284
+0.8% +$606K 9.09% 2
2023
Q3 		$69.7M Buy
407,212
+11,948
+3% +$2.19M 8.9% 2
2023
Q2 		$76.7M Sell
395,264
-2,600
-0.7% -$453K 9.45% 1
2023
Q1 		$65.6M Sell
397,864
-1,483
-0.4% -$219K 8.88% 1
2022
Q4 		$51.9M Sell
399,347
-5,644
-1% -$807K 7.73% 2
2022
Q3 		$56M Sell
404,991
-10,931
-3% -$1.72M 8.48% 1
2022
Q2 		$56.9M Sell
415,922
-71,409
-15% -$10.8M 8.28% 2
2022
Q1 		$85.1M Sell
487,331
-12,931
-3% -$2.17M 9.45% 1
2021
Q4 		$88.8M Sell
500,262
-8,265
-2% -$1.31M 7.5% 1
2021
Q3 		$72M Sell
508,527
-10,210
-2% -$1.5M 6.34% 1
2021
Q2 		$71M Sell
518,737
-9,720
-2% -$1.26M 6.2% 1
2021
Q1 		$64.6M Sell
528,457
-7,790
-1% -$1,000K 6.01% 1
2020
Q4 		$71.2M Sell
536,247
-212,829
-28% -$25.6M 6.27% 1
2020
Q3 		$86.8M Sell
749,076
-12,800
-2% -$1.4M 6.75% 1
2020
Q2 		$69.5M Sell
761,876
-14,816
-2% -$1.15M 5.83% 1
2020
Q1 		$49.4M Sell
776,692
-69,980
-8% -$5.15M 5.06% 1
2019
Q4 		$62.2M Sell
846,672
-40,956
-5% -$2.63M 4.56% 1
2019
Q3 		$49.7M Sell
887,628
-34,724
-4% -$1.82M 3.74% 1
2019
Q2 		$45.6M Sell
922,352
-66,276
-7% -$3.23M 3.15% 2
2019
Q1 		$46.9M Sell
988,628
-15,352
-2% -$651K 2.99% 1
2018
Q4 		$39.6M Sell
1,003,980
-16,688
-2% -$809K 2.85% 1
2018
Q3 		$57.6M Sell
1,020,668
-56,576
-5% -$2.95M 3.18% 2
2018
Q2 		$49.9M Sell
1,077,244
-32,212
-3% -$1.46M 2.83% 1
2018
Q1 		$46.5M Sell
1,109,456
-169,676
-13% -$7.3M 2.58% 1
2017
Q4 		$54.1M Sell
1,279,132
-55,924
-4% -$2.34M 2.58% 2
2017
Q3 		$51.4M Sell
1,335,056
-137,848
-9% -$5.35M 2.09% 5
2017
Q2 		$53M Buy
1,472,904
+103,428
+8% +$3.82M 1.69% 17
2017
Q1 		$49.2M Buy
1,369,476
+168,952
+14% +$5.56M 1.65% 20
2016
Q4 		$34.8M Sell
1,200,524
-461,288
-28% -$13.1M 1.13% 38
2016
Q3 		$47M Sell
1,661,812
-16,880
-1% -$447K 1.22% 32
2016
Q2 		$40.1M Sell
1,678,692
-71,412
-4% -$1.77M 1.03% 38
2016
Q1 		$47.7M Sell
1,750,104
-25,884
-1% -$645K 1.2% 33
2015
Q4 		$46.7M Buy
1,775,988
+9,064
+0.5% +$259K 1.12% 35
2015
Q3 		$48.7M Sell
1,766,924
-1,416
-0.1% -$41.5K 1.16% 32
2015
Q2 		$55.4M Sell
1,768,340
-4,024
-0.2% -$129K 1.18% 34
2015
Q1 		$55.1M Sell
1,772,364
-28,188
-2% -$851K 1.24% 28
2014
Q4 		$49.7M Sell
1,800,552
-60,720
-3% -$1.65M 1.18% 33
2014
Q3 		$46.9M Buy
1,861,272
+41,116
+2% +$1.01M 1.22% 31
2014
Q2 		$42.4M Buy
1,820,156
+146,372
+9% +$3.11M 1.01% 40
2014
Q1 		$32.1M Sell
1,673,784
-22,316
-1% -$424K 0.81% 48
2013
Q4 		$34M Sell
1,696,100
-62,132
-4% -$1.17M 0.89% 46
2013
Q3 		$29.9M Sell
1,758,232
-503,804
-22% -$8.35M 0.83% 48
2013
Q2 		$32M Buy
+2,262,036
New +$34.8M 1% 39

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 Ridge Investments's AAPL Position: Q2 2026 in Review

Oak Ridge Investments reduced its Apple (AAPL) stake by 40% in Q2 2026, selling an estimated $68.5M and leaving 357,120 shares worth $103M. The position accounts for 5.85% of the portfolio, ranked #3.

Oak Ridge Investments first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $161M in Q4 2025. 1,967 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oak Ridge Investments held 357,120 shares of Apple worth $103M as of Q2 2026.
  • Oak Ridge Investments sold 239,603 Apple shares in Q2 2026, an estimated $68.5M.
  • Apple made up 5.85% of Oak Ridge Investments's portfolio in Q2 2026, its #3 holding.
  • Oak Ridge Investments first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Oak Ridge Investments's Apple position peaked at $161M in Q4 2025.
  • 1,967 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.