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Oakland Financial Corp’s Apple AAPL Stock Holding History

Oakland Financial Corp’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 		$2.17M Hold
7,500
– – 48.08% 1
2026
Q1 		$1.9M Hold
7,500
– – 30.03% 1
2025
Q4 		$2.04M Hold
7,500
– – 33.77% 1
2025
Q3 		$1.91M Hold
7,500
– – 32.56% 1
2025
Q2 		$1.54M Hold
7,500
– – 28.96% 1
2025
Q1 		$1.67M Hold
7,500
– – 24.63% 1
2024
Q4 		$1.88M Buy
+7,500
New +$1.77M 21.5% 1

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Oakland Financial Corp's AAPL Position: Q2 2026 in Review

Oakland Financial Corp held its Apple (AAPL) position steady in Q2 2026 at 7,500 shares worth $2.17M. The position accounts for 48.08% of the portfolio, ranked #1.

Oakland Financial Corp first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,884 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oakland Financial Corp held 7,500 shares of Apple worth $2.17M as of Q2 2026.
  • Oakland Financial Corp left its Apple share count unchanged in Q2 2026.
  • Apple made up 48.08% of Oakland Financial Corp's portfolio in Q2 2026, its #1 holding.
  • Oakland Financial Corp first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,884 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oakland Financial Corp's 13F filing for Q2 2026, filed 3 Aug 2026.